Firstnational
Sr. Financial Advisor
Kansas City, MO - 1 Ward Parkway · Senior
Work authorization requiredDetected 23 days ago
Business DevelopmentCommunicationMentoringPublic Speaking
About the role
- Serves as an advisor to affluent clients with sophisticated investment needs.
- Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance.
- Health Savings Account (HSA)/Dependent Care
Responsibilities
- Develops networks with third party referral sources to develop new business.
Nice to have
- 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.
- Previous successful business development activities and effective relationship management experience.
- Ability to work collaboratively and cohesively within a team environment.
- Strong knowledge of the finance industry and the local, state, national and global economy.
- Exceptional verbal and written communication including presentations and recommendations.
- Understands and contributes to intended customer experience of helpful, easy and personal.
Skills
- Proven sales skills, preferably in the investment industry.
Compensation
- Compensation and Benefits Overview:
Benefits
- https://www.fnbo.com/careers/benefits/.
- To obtain compensation and benefit information related to this specific role, e-mail FNBO at TAGAdmin@fnni.com.
- Medical, Dental, Vision Insurance
- State Life, Accident & Health and Variable Contract insurance licenses.
Company info
- 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.
Equal opportunity
- 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.
- FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Visa & Work Authorization
- Candidates must possess unrestricted work authorization and not require future sponsorship.
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This listing is sourced directly from Firstnational's careers page and normalized into a canonical job model.