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Firstnational

Sr. Financial Advisor

Kansas Cityonsitesenior$15K – $137K

Posted 6 days ago · via Workday

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About this role

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success. Summary of the Job: The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. About This Role: Duties May Include: Serves as an advisor to affluent clients with sophisticated investment needs Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance Develops networks with third party referral sources to develop new business.…

Read the full description on Firstnational's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Kansas City. We weight your proximity and willingness to relocate.

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