Jobs at Fnbo

Develop comprehensive financial plans for ultra-high-net-worth clients by analyzing income, expenses, investments, insurance, tax, estate, and trust information. Lead client meetings, identify goals, develop recommendations, present strategies, maintain accurate records in eMoney and Salesforce, coordinate follow-up activities, support advisors, and ensure compliance with banking policies and regulations.

Advises clients on investment management, financial planning, insurance, trust, estate, and succession-planning needs. Assesses financial situations, investment objectives, and risk tolerance; manages and expands client relationships; develops referral networks; partners with internal specialists; administers securities and trust accounts; and supports portfolios while following compliance, fiduciary, risk-management, and legal requirements.

Supports Compliance Monitoring, Testing, and Data Enablement through data gathering, validation, analysis, dashboards, reporting, documentation, quality testing, and process improvement. The intern will use tools such as Excel, Power BI, Python, SQL, and Power Automate while maintaining data accuracy, confidentiality, and consistency. The role involves identifying trends and data issues, documenting reporting logic, supporting automation, and communicating progress under team guidance.

Leads FNBO’s private wealth advisory business serving high-net-worth and ultra-high-net-worth clients. Owns segment growth, revenue, profitability, advisor productivity, client acquisition, strategic partnerships, and market reputation. Oversees integrated investment, fiduciary, planning, banking, credit, and family governance services while maintaining fiduciary and risk standards. Builds a high-performing advisory team, develops talent and succession plans, drives transformation, and represents FNBO with influential clients and professional referral partners.

The UHNW Financial Advisor serves ultra-affluent clients with investible assets of $5 million or more. Responsibilities include acquiring and retaining clients, developing trusted relationships, providing investment, fiduciary, estate, succession, planning, credit, and banking guidance, and coordinating specialists to deliver holistic wealth solutions. The role also manages business development pipelines, advises on complex financial needs, supports multigenerational wealth preservation, ensures regulatory compliance, and collaborates across Trust, Planning, and Investment teams.

Advise affluent clients on investment management, fiduciary advice, financial and succession planning; grow business through prospecting and referral networks; collaborate with internal specialists to deliver comprehensive solutions.

Advises ultra-affluent clients with investible assets exceeding $5 million on investment management, fiduciary guidance, financial planning, wealth preservation, succession planning, credit, and banking solutions. Builds and retains wealth-management relationships through prospecting, referrals, networking, and partnerships. Collaborates with trust, planning, investment, and specialty teams to deliver holistic family-office services while complying with bank policies and FINRA, SEC, and BSA/AML regulations.

Advise affluent clients on investment management, fiduciary and financial planning, develop referral networks, partner with internal specialists, originate and grow client relationships, and provide comprehensive solutions while meeting fiduciary standards.