Full-Time

Senior Financial Advisor

Updated on 7/21/2026

FNBO

FNBO

1,001-5,000 employees

Regional bank offering diverse financial products

No salary listed

No H1B Sponsorship

Kansas City, MO, USA

In Person

Onsite at 1 Ward Parkway, Kansas City, MO. Work location subject to change.

Category
Finance & Banking (1)
Required Skills
Sales

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Requirements
  • 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.
  • Candidates must possess unrestricted work authorization and not require future sponsorship.
Responsibilities
  • Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance.
  • Develops networks with third party referral sources to develop new business.
  • Partners with internal bank specialists to provide a full array of expertise to clients.
  • Serves as an advisor to affluent clients with sophisticated investment needs.

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

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Simplify Jobs

Simplify's Take

What believers are saying

  • The Blue Ridge acquisition will position FNBO as fifth-largest deposit holder in Kansas City by 2027.
  • Rusty Vanneman, a CFA and CMT with 35 years experience, joined as Chief Investment Officer in January 2026.
  • The Amtrak card offers up to $600 travel value, targeting travelers with a $99 annual fee.

What critics are saying

  • Rebranding Blue Ridge and Country Club branches in 2026–2027 risks attrition from community banking customers.
  • Kansas City concentration exposes FNBO to regional downturns or Amtrak ridership volatility threatening deposit stability.
  • The Amtrak card's $99 fee and limited coupon may fail adoption against Chase Sapphire and Amex Gold.

What makes FNBO unique

  • FNBO is one of the largest privately held US banks with 165 years of history.
  • FNBO uniquely offers the Amtrak Guest Rewards Preferred card with 30,000-point signup bonus.
  • FNBO strengthened Kansas City presence by acquiring Country Club Bank and Blue Ridge Bank in 2025–2026.

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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

SuperPayMe
Jul 17th, 2026
FNBO Amtrak card launches with 30,000 points signup bonus: what you need to know.

FNBO Amtrak card launches with 30,000 points signup bonus: what you need to know. Maximize travel rewards with the new FNBO Amtrak Guest Rewards card offer. Yuri Moreira CEO & Founder, SuperPay AI, Inc. A new opportunity for travelers. Imagine planning your next getaway on Amtrak, gliding through scenic landscapes while enjoying the comforts of train travel. For many, this isn't just a dream but a growing reality as the FNBO Amtrak Guest Rewards Preferred credit card now offers a whopping 30,000 points signup bonus. This bonus is achieved by spending $1,500 in the first three months and adding an authorized user, making this card a compelling choice for both frequent travelers and occasional riders alike. Benefits and features that stand out. The FNBO Amtrak Guest Rewards Preferred card comes with a $99 annual fee but packs in an array of benefits that justify the cost. Notably, new cardholders can receive a complimentary Companion Coupon, allowing a friend to travel with you for free on select routes. Additionally, cardholders gain access to a ClubAcela pass, enhancing the travel experience with premium amenities at Amtrak stations. With each purchase, you earn points that can be redeemed for free Amtrak travel, making this card a strategic tool for anyone who enjoys the open road - or track, in this case. Comparing to competitors. When you stack the FNBO Amtrak card against competitors like the Chase Sapphire Preferred or the American Express Gold card, it becomes clear that this card fills a unique niche. While the Sapphire Preferred offers a robust 2x points on travel and dining, it lacks the specialized benefits exclusively tailored for train travel that the Amtrak card provides. For those who frequently use Amtrak, the 30,000 points can translate to significant savings on future trips - up to $600 in travel value based on average redemption rates. Take action now. Given the limited-time nature of this offer, now is the perfect time to consider applying for the FNBO Amtrak Guest Rewards Preferred card. The combination of a generous signup bonus, unique travel perks, and the potential for complimentary travel makes this card a must-have for anyone planning to ride the rails in the near future. Make the most of your rewards with SuperPay. To ensure you don't leave any points on the table, consider integrating SuperPay into your financial toolkit. The Smart Card Picker feature tells you exactly which card to use at each store, helping you maximize your points on everyday purchases. Imagine being alerted in real-time when it's best to use your Amtrak card versus your other rewards cards. With SuperPay, you can effortlessly navigate your spending to ensure you're earning rewards wherever you go. Take the next step in optimizing your credit card rewards. Download SuperPay on the App Store today and start making your spending work for you. credit cards travel rewards Amtrak FNBO signup bonus Share on X Share on Facebook Share on LinkedIn

Cision
Jan 6th, 2026
Rusty Vanneman, CFA, CMT, Joins FNBO as Chief Investment Officer

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

Business Wire
Oct 15th, 2025
FNBO Closes Acquisition of Country Club Bank in Kansas City

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.

PYMNTS
May 12th, 2025
Byline Bank Expands Payments And Fintech Banking Units

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.”

Cision
May 2nd, 2025
FNBO Acquires Country Club Bank

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.