Financial Advisor - Boulder

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.

Our Modern, Flexible Workplace:

 

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners, caregivers, and individuals with disabilities to thrive at our company. We invite you to consider what a Modern, Flexible Workplace can mean for you!

It is anticipated that an incumbent in this role will work onsite for three (3) or more days a week and will have a dedicated workspace when working onsite. Work location is subject to change based on business needs.Why FNBO?

With 167 years of putting clients first, FNBO offers a values-driven culture and a supportive network across multiple branches. Our referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve. Join us, and benefit from the exceptional support available to our Financial Advisors.

What We Offer:

Competitive Grids
Generous Draws
Transition Assistance
Succession Packages

The Sr. Associate, Investments and Planning is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.

About This Role:

 

Key Responsibilities:

• Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers.
• Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance.
• Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients’ wealth preservation and long-term goals.
• Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships.
• Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients’ needs.
• Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency.
• Community Engagement: Actively participate in local civic organizations, fostering connections within the community.
• Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities.

If you’re ready to join a legacy of client-centric service, let’s chat!

The Ideal Candidate for This Role:

 

Required Qualifications:

• Bachelor’s degree in Business Administration or related field or equivalent experience.
• 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 (or Series 63 & 65) registrations.
• State Life, Accident & Health and Variable Contract insurance licenses.
• Previous successful business development activities and effective relationship management experience.
• Proven sales skills, preferably in the investment industry.
• Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
• Ability to work collaboratively and cohesively within a team environment.
• Strong knowledge of the finance industry and the local, state, national and global economy.
• Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer.
• Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.
• Understands and contributes to intended customer experience of helpful, easy and personal.
• Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.

Compensation and 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/.

To obtain compensation and benefit information related to this specific role, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20250155

Equity, Diversity, & Inclusion:

FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this,  we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact.  FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.

See the full FNBO Equity, Diversity, & Inclusion Statement here

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

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.