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Financial Advisor

Job in Fort Collins, Larimer County, Colorado, 80523, USA
Listing for: First National Bank
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
* 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.
* 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

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. We strive to represent the communities in which we serve.
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