Teams 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.