Firstnational

Private Client Manager

Kansas City, MO - 1 Ward Parkway

Work authorization required$63k-$104kDetected 14 days ago

Process ImprovementResearchCollaborationCFA

About the role

Job Specific Responsibilities/Accountabilities:
Anticipate customer needs, recognize opportunities and recommend appropriate Wealth Management services to the Private Wealth Advisor.
Assure relationship profitability by monitoring service levels, fee revenue, and the assessment of additional fees for services rendered.

Manage the daily servicing needs for an assigned customer portfolio in order to support the Advisory team in identifying customer needs and delivering solutions.
Prepare and maintain appropriate documentation for transactions ensuring completeness for appropriate customer, fiduciary and / or committee approvals.
Maintain documentation of all client contacts, written and verbal to confirm client discussions and actions.
As part of our team, you'll experience the energy and relationship-building of face-to-face collaboration while still enjoying the flexibility of remote workdays.

Bachelor's degree in Business Administration or related field or equivalent experience.
1-3+ years of experience in the investment or financial services industry.
Working knowledge of all standard concepts and procedures with area of expertise.
Demonstrated proficiency in writing and able to develop presentation, documents or standard reports that are clear and understood.
Ability to identify problems, research underlying contributing factors and evaluate appropriate solutions.
Ability to identify areas where efficiency and process improvement are needed.
Ability to work collaboratively and cohesively within a team environment.
Excellent orientation to detail. Able to review documents or information with accuracy for errors or omissions.
Ability to deliver clear, articulate and concise messages, both verbally and orally.
Ability to create written documentation in various formats and styles to meet the needs of the audience. Demonstrated proficiency in writing and able to develop presentation, documents or standard reports that are clear and understood.
Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer.
Understands and contributes to intended customer experience of helpful, easy and personal.

FINRA Series 7 and 66 (or Series 63 & 65) registrations.-
Certifications or degrees such as a CRPC, CFP, CPA, CFA, CWS, CTFA, CFM or MBA, JD or ability to earn accreditation
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation range (base pay): $63,288.00-$104,425.00 This role may have a specific starting pay within this range.
Additional Qualifications Preferred:

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.
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:
Conduct annual administrative, investment and unique asset reviews with awareness of the administrative risk associated with account administration.

https://www.fnbo.com/careers/benefits/.
For additional information regarding compensation and benefits, e-mail FNBO at TAGAdmin@fnni.com.
Medical, Dental, Vision Insurance
Health Savings Account (HSA)/Dependent Care
Benefits Overview:
Time Off Programs
Tuition Assistance
Short-Term/Long-Term Disability Insurance

FNBO Wealth is hiring a Private Client Manager to support the Team Led advisory team including Ultra High Net Worth customers with daily customer servicing needs for long term planning.

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.

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

This listing is sourced directly from Firstnational's careers page and normalized into a canonical job model.