Full-Time

Financial Advisor

Confirmed live in the last 24 hours

FNBO

FNBO

1,001-5,000 employees

Provides banking and financial services

No salary listed

Mid

Frisco, TX, USA + 1 more

More locations: Plano, TX, USA

The role requires working onsite for 3 or more days a week.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Connection
Connection
Connection
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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.
Responsibilities
  • 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 provides a range of financial services and products to its customers, including banking, loans, and investment options. The company operates through physical branches in eight states and offers online banking services, making it accessible to a wide audience. FNBO differentiates itself from competitors by emphasizing exceptional customer service and a long-standing reputation, having been in operation for over 165 years. The goal of FNBO is to continue expanding its services and customer base while maintaining high standards of service and innovation in the financial industry.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Omaha, Nebraska

Founded

1857

Simplify Jobs

Simplify's Take

What believers are saying

  • Web3 integration can boost FNBO's customer engagement through personalized loyalty programs.
  • Faster cross-border payments open global markets for FNBO's service expansion.
  • Data monetization strategies can enhance FNBO's financial impact and competitive edge.

What critics are saying

  • MGM Rewards Mastercard may struggle to stand out in a saturated premium card market.
  • Rapid Web3 evolution could outpace FNBO's current offerings, reducing customer engagement.
  • Generative AI reliance poses risks of data privacy issues and algorithmic bias for FNBO.

What makes FNBO unique

  • FNBO leverages partnerships with FinTechs to enhance digital offerings and customer reach.
  • The bank uses generative AI to tailor financial products and predict cash flows.
  • FNBO maintains personal relationships, blending large bank capabilities with a small bank touch.

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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

PRWeb
Apr 17th, 2025
Fnbo, Mastercard®, And Mgm Resorts International Unveil Mgm Rewardstm Iconic World Elite Mastercard®

The MGM Rewards Iconic World Elite Mastercard offers accelerated points earning, exclusive travel perks and VIP access to unforgettable experiences. Post thisTo commemorate the launch of the Iconic Mastercard, MGM Rewards is introducing an exclusive, limited edition premium metal veneer card. Available by invitation only, this distinguished offering will be extended to a select number of existing MGM Rewards Mastercard cardholders and new Iconic cardholders.The MGM Rewards Iconic World Elite Mastercard unlocks extraordinary value for cardholders, offering accelerated points earning, exclusive travel perks and VIP access to unforgettable experiences. Whether indulging in dining, entertainment or gaming at MGM Resorts properties, cardholders will enjoy enhanced perks and discounts at over 20 luxury hotels and resorts nationwide.Exclusive benefits include {2}:Earn Up to 6X Points and Tier Credits:6X Points & Tier Credits per $1 spent at MGM Rewards Destinations.spent at MGM Rewards Destinations. 2X Points & Tier Credits per $1 spent at hotels, dining, gas stations and grocery stores.spent at hotels, dining, gas stations and grocery stores. 1x Point & Tier Credit per $1 of deposits on BetMGM, a leading online sports betting and iGaming platform available in select markets in the United States .of deposits on BetMGM, a leading online sports and iGaming platform available in select markets in

PYMNTS
Mar 13th, 2025
How Web3 Can Raise Customer Engagement In Rewards Programs

Most consumers are members of loyalty or rewards programs, whether for supermarkets, hotels, airlines, car rental companies, retailers or coffee shops. But these businesses, after enticing consumers to sign up to get a freebie, infrequently or even maybe never hear from them again. According to Dani Mariano, president of Razorfish, the average American is enrolled in 19 loyalty programs but they actively using only nine. Long a staple of brand marketing, loyalty programs need to be reinvented to raise consumer engagement. Mariano, one of the panelists at at SXSW 2025 in Austin, Texas, added that consumers are overwhelmed by fragmented loyalty programs that fail to deliver meaningful value

The Ellsworth American
Mar 4th, 2025
Hutchins promoted at First National Bank

BAR HARBOR - Luke Hutchins has been promoted to security officer at First National Bank.

PYMNTS
Feb 3rd, 2025
Faster Payments Open Global Markets To Smaller Companies

Just a few years ago, cross-border payments were inefficient at best and filled with friction at worst. They were opaque and took days to settle. Additionally, managing foreign exchange costs was fraught with peril for executives looking to tap into new markets or expand their supply chains. However, a broad range of providers have entered the space, with digital solutions on offer from FinTechs and banks, helping client firms manage the challenges and rewards of global trade. One of those is FNBO, a subsidiary of 167-year-old First National of Nebraska

PYMNTS
Jan 23rd, 2025
Cfos And Treasurers Embrace Leading Role In Organizational Data Monetization

Today’s businesses are drowning in opportunity. More than 2.5 quintillion bytes of data are produced each day, and in the 21st century digital economy, this data has evolved from a byproduct of business operations to one of the most valuable assets for organizations. As companies grapple with fierce competition and changing market dynamics, the ability to effectively monetize data can be a game-changer. Yet, achieving financial impact from data monetization frequently requires more than just collecting and analyzing data — it can demand robust data value management and comprehensive data life-cycle measurement. At its core, successful data monetization revolves around three key pillars: Executive-level data leadership, data value realization and data resource life-cycle measurement. Together, these elements create a culture that prioritizes data as a strategic asset and ensures its financial impact resonates across the organization