Associate II, Wealth and Investments

Reposted Yesterday
Be an Early Applicant
7 Locations
In-Office
63K-104K Annually
Mid level
Financial Services
The Role
This role involves relationship management, business development, and transactional execution in public finance, focusing on municipal securities. Responsibilities include client interaction, market analysis, and achieving revenue targets.
Summary Generated by Built In

At Northland, 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:

This role combines relationship management, analytical expertise, and sales acumen in the specialized municipal securities market, requiring both technical knowledge of public finance and strong interpersonal skills to succeed in a competitive broker-dealer environment. This is a sales and production role within the broker dealer industry.

About This Role:

Client Relationship Management

  • Develop and maintain relationships with municipal issuers, including cities, counties, school districts, and other public entities
  • Serve as primary contact for existing clients while actively pursuing new business opportunities
  • Build trust with government officials, finance directors, and municipal advisors

Business Development & Production

  • Generate new public finance business through prospecting and relationship building
  • Prepare and deliver presentations and proposals to municipal clients, municipal advisors and related entities
  • Negotiate deal terms and pricing with issuers and underwriting syndicates
  • Meet annual production targets and revenue goals

Transaction Execution

  • Structure municipal bond transactions (general obligation, revenue bonds, tax increment financing)
  • Coordinate with internal teams including analysts, traders, research, compliance, and operations
  • Manage deal timelines from mandate through closing
  • Prepare offering documents and disclosure materials

Market Analysis & Advisory

  • Provide market insights and financing alternatives to municipal clients
  • Analyze credit fundamentals and municipal financial statements
  • Stay current on regulatory changes affecting public finance (MSRB rules, SEC regulations)
  • Monitor interest rate environments and market conditions

Success Metrics

  • Annual revenue production targets
  • New client acquisition goals
  • Transaction volume and market share growth
  • Client retention and satisfaction scores
  • Participation in competitive deal wins

Key Skills:

Technical Competencies

  • Proficiency in Munex and/or DBC, Bloomberg, and municipal market databases
  • Advanced Excel and PowerPoint skills
  • Understanding of municipal bond math and yield calculations
  • Familiarity with rating agency criteria and processes

The Ideal Candidate for This Role:

 

Licensing & Education:

  • Series 52 and 63 securities licenses (or ability to obtain)
  • Series 53 (Municipal Securities Principal) preferred
  • Bachelor's degree in Finance, Economics, or related field
  • Advanced degree (MBA, MPA) preferred

Experience & Skills

  • 3-5+ years of public finance or municipal banking experience
  • Proven track record of client relationship management and business development
  • Strong financial modeling and analytical capabilities
  • Excellent written and verbal communication skills
  • Knowledge of municipal credit analysis and bond structures

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

 

Compensation range (base pay): $63,288.00-$104,425.00

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 our benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail First National 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-20251799

Registration Requirement:

This position requires Financial Industry Regulatory Authority (FINRA) registration.  Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.

Equal Opportunity & Belonging:

We believe 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.

Northland 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

Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

Northland 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

  • Series 52 and 63 securities licenses (or ability to obtain)
  • Series 53 (Municipal Securities Principal) preferred
  • Bachelor's degree in Finance, Economics, or related field
  • Advanced degree (MBA, MPA) preferred
  • 3-5+ years of public finance or municipal banking experience
  • Proven track record of client relationship management and business development
  • Strong financial modeling and analytical capabilities
  • Excellent written and verbal communication skills
  • Knowledge of municipal credit analysis and bond structures

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Omaha, NE
3,917 Employees
Year Founded: 1857

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.

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