Director, Financial Planning
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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 Financial Planner works closely with FNBO’s ultra-high net worth clients and the supporting client team.
Develops and presents comprehensive financial plans, provides recommendations to improve the client’s overall financial well-being, and delivers a superior planning experience.
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