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Associate II, Wealth And Investments

Company: First National Bank of Omaha
Location: Boulder
Posted on: January 15, 2019

Job Description:

At First National, our employees are the heart of our story-and we'recommitted to their success! Please see below the details of this careeropportunity and how it fits into our organization's success.The Associate II, Investments and Planning is accountable for supporting abroad variety of duties across the Wealth division at FNBDuties May Include:Serve as an advisor to clients with more traditional investment needs,working to assess client financial situations and determine investmentobjectives/risk toleranceDevelop networks with third party referral sources to identify new business,and partner with internal bank specialists to provide a full array ofexpertise to clients.Client expansion and retention work, including client management, andsubject matter expertise in administration and fiduciary obligationsProvide effective client management services and advisory services to clientswhich may include investment management, trust, estate planning orbusiness succession planningSecurities and trust account administrationProvide administration assistance to an assigned portfolio observing riskmanagement and compliance policies and governing legal documentsAll qualified applicants will receive consideration for employment withoutregard to age, race, color, religion, sex, sexual orientation,gender identity, national origin, protected veteran status, ordisability statuAll qualified applicants will receive consideration for employment withoutregard to race, color, religion, sex, sexual orientation, genderidentity, national origin, protected veteran status, or disability status.

Keywords: First National Bank of Omaha, Denver , Associate II, Wealth And Investments, Other , Boulder, Colorado

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