Full-Time
Financial Advisor
Posted on 2/21/2026
FNBO
1,001-5,000 employees
Regional bank offering diverse financial products
No salary listed
Fort Collins, CO, USA
In Person
On-site 100% of the time; location subject to change based on business needs.
 Finance & Banking (1) |
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- 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 and 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.
- Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers.
- 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.
- Deliver solutions across savings, investments, planning, and insurance to support clients’ wealth preservation and long-term goals.
- Recognize and transform client needs into relevant product and service offerings, expanding client relationships.
- Apply technical knowledge and sound judgment to provide innovative solutions for clients’ needs.
- Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency.
- Actively participate in local civic organizations, fostering connections within the community.
- Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities.
FNBO operates as a regional bank serving consumers and businesses across eight states, with more than 6.6 million customers. Its products include checking and savings accounts, mortgages, personal and business loans, credit cards, wealth management, and digital banking tools, accessed via branches, ATMs, and online platforms. The company differentiates itself through a long history of customer service, a broad geographic footprint, and a diversified product lineup supported by nearly $30 billion in assets and thousands of employees. Its goal is to provide reliable, accessible financial solutions that help people and businesses manage money, grow assets, and plan for the future.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Omaha, Nebraska
Founded
1857
Simplify's Take
What believers are saying
- Vanneman co-authors 2026 Outlook, boosting thought leadership.
- ETF expertise from CLS Investments enhances portfolio offerings.
- MGM Rewards Mastercard partnership accelerates rewards revenue.
What critics are saying
- Country Club customers defect to U.S. Bank, eroding deposits.
- Vanneman's CLS underperformance triggers client outflows to Fidelity.
- Orion poaches FNBO teams using Vanneman's Omaha networks.
What makes FNBO unique
- Rusty Vanneman's 35 years experience differentiates FNBO's wealth management.
- Behavioral finance integration sets FNBO apart in client advisory.
- Country Club Bank acquisition expands FNBO to 30 Kansas City branches.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Short-Term/Long-Term Disability Insurance
Tuition Assistance
Company News
Rusty Vanneman, CFA, CMT, joins FNBO as Chief Investment Officer. News provided by. FNBO A Nebraska Native, Vanneman Brings Decades of Investment and Senior Leadership Experience; Esteemed CIO Kurt Spieler Retiring Following A Distinguished Career at FNBO OMAHA, Neb., Jan. 6, 2026 /PRNewswire-PRWeb/ - FNBO (First National Bank of Omaha) is pleased to announce Rusty Vanneman, CFA, CMT, as new Chief Investment Officer (CIO). A Nebraska native, Vanneman joins FNBO with 35 years of investment experience and a proven track record of building high-performing teams. A transition period will take place in the coming months as esteemed CIO Kurt Spieler approaches his long-planned retirement in spring 2026. "We are profoundly grateful to Kurt Spieler, who has served FNBO for a total 20 years and 13 years as CIO. Kurt's leadership, commitment and contributions have played a pivotal role in shaping the organization we are today," said Christopher Ruggiero, Senior Vice President, Wealth and Institutional Services at FNBO. "Building on the strong foundation Kurt has established, Rusty brings the experience, acumen and perspective that will help us continue advancing our investment excellence and deepening client relationships as we realize our vision of becoming the definitive wealth management destination in the region. We are excited to welcome Rusty to FNBO, and to introduce him to our partners and clients." Vanneman has held senior leadership roles for more than two decades, including Chief Investment Officer at Orion Advisor Solutions and President/CIO of award-winning ETF strategist CLS Investments, both in Omaha. Previously, he served as CIO at Kobren Insight Management (acquired by ETRADE) and as Senior Analyst at Fidelity Investments, both in Boston. Throughout his career, Vanneman has delivered disciplined investment insights across multi-asset portfolios and is known for his client-first leadership style that blends behavioral finance with strategic thinking. "I am honored to join FNBO, and to have this distinct opportunity to carry out FNBO's purpose of improving the financial well-being of our customers and ensuring the success of all the communities we serve," said Vanneman. "As CIO, I look forward to working alongside my talented and dedicated teammates in advancing FNBO's mission of being the premier wealth management firm in the Midwest." A High Distinction graduate of Babson College, Vanneman holds several industry credentials including Chartered Financial Analyst (CFA(R), Chartered Market Technician (CMT(R), and Behavioral Financial Advisor (BFA(TM). In addition, he has hosted multiple industry podcasts and authored "Higher Calling: A Guide to Helping Investors Achieve Their Goals." Beyond his professional accomplishments, Vanneman is a husband, father, hiker and paddleboarder, and has served in various nonprofit roles. He is passionately involved in community and mentoring efforts, including active work with the Teammates Mentoring Program. Vanneman will co-author FNBO's 2026 wealth and financial outlook, to be released in the coming weeks, and will be available for subsequent media interviews. About FNBO FNBO (First National Bank of Omaha), a subsidiary of First National of Nebraska, Inc. (FNNI), is one of the largest privately held banks in the US and has been in business for more than 165 years. FNNI and its affiliates have nearly $35 billion in assets and 5,000 employees. Primary banking offices are located in Nebraska, Colorado, Illinois, Iowa, Kansas, Missouri, South Dakota, Texas and Wyoming, providing personal and business banking, mortgage, payment solutions, wealth management and more. Founded in 1857, FNBO has maintained its commitment to customers and helping build strong communities. Learn more at FNBO.com and connect on Facebook, X and Instagram. Member FDIC. Media Contact Alex Kofsky, FNBO, 1 3017751851, [email protected], fnbo.com SOURCE FNBO
FNBO expands to 30 KC locations with the acquisition of Country Club Bank, growing to 120 branches across nine states and $35 billion in assets.
Byline Bank is boosting its embedded finance efforts by expanding its payments/FinTech division. The Chicago-based lender announced in a Monday (May 12) news release that this effort is marked by a series of new hires and leadership appointments. “This team represents an important evolution for Byline as we continue to invest in innovation and meet our clients where they are,” said Alberto Paracchini, Byline president and CEO. “We’re proud to bring together some of the most experienced FinTech banking professionals in the industry, who not only understand the needs of FinTech founders but also know how to build these programs the right way — with stability, oversight and collaboration at their core.”
FNBO has announced its acquisition of Country Club Bank of Kansas City. This merger aims to combine the strengths and expertise of both banks to enhance customer service and create a more innovative financial partner for the Kansas City area and the entire FNBO footprint.
Nebraska-based lender FNBO is preparing to acquire Missouri’s Country Club Bank. The company said the deal, announced Thursday (May 1), combines two privately owned, multi-generational banks into one institution serving the midwestern states. “At FNBO, we know that long-term relationships are the cornerstone of community growth, and we were inspired by Country Club Bank’s shared commitment to that ideal,” Clark Lauritzen, FNBO’s chairman and president, said in a news release