Director, Business Advisor

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.

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.

It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.The Business Owner Advisor supports the financial wellbeing of the business owner by providing customized advisory services with a high level of knowledge of exit and transition planning. Although formally part of the Wealth and Institutional Segment, the Advisor will be so seamlessly integrated and engaged with the Business segment and commercial bankers that their presence will naturally feel like an extension of the Business Segment itself.

About This Role:

 

Risk Management: The Business Owner Advisor, alongside the Business RM, will proactively identify items of Business Risk Management for our Business Segment customers.  Using the Business Owner Advisory Services (BOAS) continuity planning process, the Advisor will  create continuity plans for the business and the business owner in preparation for disability, death or other unexpected events. The Advisor will have sufficient knowledge to make planning recommendations concerning buy/sell reviews, liability planning, entity structure/tax planning, and estate/tax planning considerations.  The Advisor will maintain a network of outside advisors needed to create and deliver recommendations and solutions to customers.

Transition Planning: The Advisor, with the Business RM, will proactively identify opportunities to provide Succession Planning for our Business Segment customers.  Using our BOAS assessment process and recommendation library, the Advisor will be responsible for creating action plans for the business owner and facilitate communication between stakeholders as needed.  The Advisor will be adept at managing unique family dynamics and facilitating communication to promote planning progress.  The Advisor will aid the business owner in their evaluation of exit options, including internal, external, and liquidation.

Family-Owned Businesses: The Advisor, with the Business RM, will support business owning families by identifying opportunities to improve family communication and family dynamics through creating family governance structures, planning and facilitating family meetings, and creating education for business owning families.  The Advisor will have access to firm-wide expertise to create and deliver all recommendations and solutions to family-owned business customers.

FNBO Collaboration: The Advisor will work with business owners to identify financial planning opportunities, serving as a connecting point between the business segment and wealth segment.  Whenever possible, they will be responsible for collaborating with wealth advisors and financial planners to bring an integrated perspective to the business owner.  The Advisor will also identify opportunities for other opportunities to deepen the customer relationship, including, but not limited to insurance, mortgage, and personal banking.

Subject Matter Expertise: The Advisor brings a strong level of expertise in business owner transition planning strategies.  To maintain ongoing fluency, the Advisor will continuously expand their knowledge base by maintaining professional designations, seek out learning opportunities, and dedicate time to professional growth.  Key focus areas include M&A, family systems, advanced trust and estate planning, tax planning, and capital markets.  Business Owner Advisors will share this expertise within the business segment in a way that promotes RM education and development

The Ideal Candidate for This Role:

 

Minimum Qualifications:

Bachelor’s degree required, JD, CExP, CEPA, CVA, or CPA preferred  Minimum of 7 years of specialized expertise and business owner advisory in succession planning, tax, valuation, investment banking, or estate planning Effective communication and facilitation skills to navigate challenging personality dynamics, mediate differing viewpoints, and support consensus building Commitment and demonstration of client sensitivity and confidentiality Ability to work independently with guidance in the most complex situations, as well as collaboratively within a team environment Exceptional verbal and written communication abilities, including confidence in presenting to and advising executive-level clients and their families Strong knowledge of the finance industry and the local, state, national and global economy Able to build credibility and trust by demonstrating knowledge and capabilities in multiple areas of the business and builds trust and confidence among co-workers and customers. Maintains composure during uncertain or ambiguous situations Flexibility of schedule to accommodate customer meetings occurring prior to or after normal business hours

Additional Qualifications:

CAP, CFP, CFA, CWS, CTFA, CFM or ability to earn additional accreditation is helpful.

Compensation:

 

Compensation range (base pay): $105,443.00-$179,253.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance

• 401k, With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20250855

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

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FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days.  Job postings may come down prior to 5 calendar days based on volume of applicants.