Lead Wealth Management Advisor
2 weeks ago
About FNBC Bank & Trust
FNBC Bank & Trust is a community-focused financial institution with a century-long legacy of delivering exceptional financial services and guidance to clients and communities.
Our Services
We provide a comprehensive suite of personal and commercial banking, lending, trust, and wealth management solutions tailored to meet diverse client needs.
Location
Our main office and Wealth Management facility are conveniently situated, ensuring easy access for clients.
Role Overview
As a Lead Wealth Management Advisor, you will leverage your strong business development and relationship management skills to enhance the growth of our Wealth Management division.
Key Responsibilities
1. Oversee the Investment team and collaborate with the Wealth Management team to ensure clients' financial goals are achieved.
2. Identify and pursue new business opportunities within existing client networks and external sources.
3. Actively engage in community organizations to foster referral networks and business growth.
4. Build and maintain robust relationships with high-net-worth clients by understanding their unique financial objectives and preferences.
Advisory Services
Provide expert financial advisory services, including wealth management, estate planning, investment management, and tax planning for a diverse portfolio of clients.
Market Oversight
Monitor economic trends and investment performance, chairing key committees to guide investment strategies.
Qualifications
- Bachelor's degree or equivalent experience.
- Certified Financial Planner (CFP) designation required.
- Strong understanding of fiduciary responsibilities and regulatory compliance.
- A minimum of 7 years of relevant experience in the financial services sector.
Benefits
We offer a competitive retirement plan with both Roth and traditional 401k options, along with a company match. Join us in making a meaningful impact in the lives of our clients and the community.
Our Commitment
At FNBC Bank & Trust, our mission is to prioritize our clients' financial success and invest in our local communities.
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