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Description
First National Bank is seeking a highly motivated and experienced Financial Advisory Program Manager to oversee our Investment Division! The ideal candidate will possess a strong background as a financial investment advisor, exceptional leadership skills, and a passion for delivering an extraordinary customer experience.
The Financial Advisory Program Manager leads the development and implementation of strategic initiatives to enhance the effectiveness and efficiency of our First National Advisor's Program. Through own expertise and the work of a team, this role plays a pivotal part in providing comprehensive guidance to clients while ensuring the Investment Division’s success and growth. This role builds and maintains client bases, keeps current client portfolios up-to-date, and works closely with other lines of business (LOB) partners to build a portfolio of new clients on an on-going basis.
LPL Financial partners with First National Bank to offer a complete menu of financial services to the Bank’s clients. This employment opportunity at First National Bank allows the Financial Advisory Program Manager to join the Bank as a key member of the Investment team associated with LPL Financial.
What will you be doing in this role?
Requirements
What will you need?
Physical/Environmental Demands:
Full Time
Banking
$133k-171k (estimate)
05/12/2024
07/11/2024
MILWAUKEE, WI
<25
1964
HARRY E SAMSON
<$5M
Banking