At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.
Summary of the Job:
The Financial Advisor, Client Advisory Group (CAG) is a trusted financial advisor to, and advocate for, First National Investments & Planning clients and prospects with simple to moderately complex financial planning and investment needs. The FACSS advises through the integrated delivery financial planning, investment management & insurance services. The FACSS will support our existing local, regional, and national client base, working to broaden the scope of client relationships through an understanding of each individual client’s needs, utilizing an open platform, product-agnostic strategies, and commitment to a fiduciary standard.
About This Role:
About This Role (primary & additional responsibilities, day-to-day activities)
Serve as an advisor to clients with more traditional investment needs, working to assess client financial situations and determine investment objectives/risk tolerance
Develop networks with third party referral sources to identify new business, and partner with internal bank specialists to provide a full array of expertise to clients.
Client expansion and retention work, including client management, and subject matter expertise in administration and fiduciary obligations
Provide effective client management services and advisory services to clients which may include investment management, trust, estate planning or business succession planning
Securities and trust account administration
Provide administration assistance to an assigned portfolio observing risk management and compliance policies and governing legal documents
The Ideal Candidate for This Role:
- Bachelors Degree in Business Administration or related field or equivalent experience
- 2 years experience in investment and financial services
- FINRA Series 7 & 66 (or Series 63 & 65) registrations
- State Life, Accident & Health and Variable Contract insurance licenses
- Fast thinking sales mentality
- Maintain an ongoing knowledge of the industry and the economy
Compensation:
Compensation range (base pay): $50,630.00-$83,540.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.
For additional information regarding compensation and benefits, e-mail FNBO at [email protected]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20261854Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Skills Required
- Bachelor's degree in Business Administration or a related field, or equivalent experience
- Two years of experience in investment and financial services
- FINRA Series 7 and Series 66 registrations, or Series 63 and Series 65 registrations
- State Life, Accident and Health, and Variable Contract insurance licenses
- Fast-thinking sales mentality
- Ongoing knowledge of the investment industry and economy
- Unrestricted work authorization without future sponsorship requirement
Fnbo Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fnbo and has not been reviewed or approved by Fnbo.
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Retirement Support — Retirement plans include a matching 401(k) with an additional company contribution and other savings programs such as pension, stock bonus, and profit sharing. These features are portrayed as a strong component of total rewards.
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Parental & Family Support — Family supports include paid caregiving time for birth or adoption and for serious family health needs, caregiver leave, new‑parent assistance, and childcare resources. These offerings are highlighted as helpful for employees balancing work and family.
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Leave & Time Off Breadth — Time away is described as generous, combining paid time off with a broad set of observed holidays. Volunteer time off further adds flexibility for personal and community needs.
Fnbo Insights
What We Do
For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry. When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have nearly $30 billion in managed assets and 5,000 employee associates. We've come a long way in the last century and a half. As you browse through our site, we think you'll understand why we've been so successful – and why we're so excited about what the future holds for our customers and our organization. Check us out at www.fnbo.com.
