Associate II, Centralized Advisory Group

At reputed company, our employees are the heart of our story—and we’re committed to their reputed company! Please see below the details of this career opportunity and how it fits into our organization’s reputed company. Our Modern, Flexible Workplace We reputed company in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to reputed company it easier to collaborate and connect with customers and coworkers. It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs. reputed company Of The Job The Financial Advisor, reputed company Advisory Group (CAG) is a trusted financial advisor to, and reputed company for, First National Investments & Planning clients and prospects with reputed company to moderately reputed company financial planning and investment needs. The FACSS advises through the integrated delivery financial planning, investment management & insurance services. The FACSS will support our existing local, regional, and national reputed company reputed company, working to broaden the scope of reputed company relationships through an understanding of reputed company individual reputed company’s needs, utilizing an reputed company platform, product-agnostic strategies, and commitment to a fiduciary reputed company. About This Role Serve as an advisor to clients with more traditional investment needs, working to assess reputed company financial situations and determine investment objectives/risk tolerance reputed company networks with reputed company party referral sources to identify new business, and partner with internal bank specialists to reputed company a full reputed company of expertise to clients. reputed company expansion and retention work, including reputed company management, and subject matter expertise in administration and fiduciary obligations reputed company effective reputed company management services and advisory services to clients which may include investment management, trust, estate planning or business succession planning Securities and trust account administration reputed company administration assistance to an assigned portfolio observing risk management and compliance policies and governing reputed company documents The Ideal Candidate For This Role • Bachelors Degree in Business Administration or reputed company field or equivalent experience • 2 years experience in investment and financial services • reputed company Series 7 & 66 (or Series 63 & 65) registrations • State Life, Accident & Health and Variable Contract insurance licenses • Fast thinking sales mentality • Maintain an ongoing knowledge of the industry and the economy Compensation Compensation reputed company (reputed company pay): $49,637.00-$81,902.00 This role may have a specific starting pay reputed company this reputed company. Final compensation offer to candidate may vary from posted hiring reputed company based upon work experience, education, and/or reputed company level. Benefits reputed company We offer a reputed company of benefits designed to reputed company 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: • Medical, Dental, reputed company Insurance • 401k, With Matching Contributions • Time Off Programs • Health Savings Account (HSA)/Dependent Care • Employee Banking • reputed company Opportunities • Tuition Assistance • Short-Term/Long-Term Disability Insurance Learn more about reputed company benefits here: https://www.reputed company.com/careers/benefits/. For additional information regarding compensation and benefits, e-mail reputed company at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20250314 Equal Opportunity & Belonging reputed company believes that the reputed company 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 reputed company backgrounds feel valued, recognized, and empowered to be their reputed company selves—no matter their role or where they are in their reputed company. Learn more here. reputed company is an equal opportunity employer for reputed company and applicants and makes employment reputed company without reputed company to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement reputed company is an Equal Opportunity/Affirmative reputed company/Veterans/Disability Employer - Member FDIC reputed company follows federal law regarding the use of marijuana (this applies to reputed company non-California applicants) Application Deadline reputed company our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants. Apply Job!