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 Client Relationship Associate II provides daily customer support and enables the efficient and effective practice management of our Financial Advisor teams. This role works closely with their Advisor(s) to support the delivery of advice, guidance and investment solutions to individuals to build and maintain financial wellbeing. The Financial Advisor Associate will support Advisor(s)and customers with basic to comprehensive investment, insurance and financial planning needs. About This Role: - Meet regularly with Advisor(s) and manage the daily servicing needs for assigned customer portfolio to support the Advisor(s) in identifying customer needs and delivering solutions. - Maintain the new customer onboarding service model and standards. - Anticipate customer needs, recognize opportunities and recommend appropriate Wealth Management support and services to the primary Advisor. - Properly execute on transactions in a timely manner. Prepare and maintain appropriate documentation ensuring completeness and accuracy. Follow through on the submission of documents to ensure timely and accurate completion. - Complete Client Instructed Trades under the supervision of the Advisor(s) for less complex or self-directed clients. - Monitor account activity by reviewing and validating daily transactions. Support the documentation of all customer contacts, written and verbal to confirm customer discussions and actions. - Monitor portfolio of accounts, notify Advisor of outstanding balances and anticipated cash needs. - Coordinate with Advisor(s) to schedule and facilitate customer reviews, with awareness of the administrative risk associated with account administration. - Assist Advisor(s) with the financial planning process, including data collection and entry. - Complete the annual review process for less complex clients as assigned by the Advisor(s) in a timely manner. - Apply expertise to solve customer issues using sound analytical thinking and identify innovative solutions. Engage internal or external resources when necessary for more complex customer issues. - Assist Advisor(s) with the planning, coordination and execution of marketing plan and customer touchpoints. - Attend cross-functional meetings on behalf of the Advisor(s) to provide knowledge and insights on Wealth Management customers. - Complete and submit Annuity orders to support client goals and advisor recommendations. - Exhibit professional behavior and promote positive and collaborative working relationships. - Understand and comply with bank policy, laws, FINRA regulations, and the bank's BSA/AML Program, as applicable to all job duties. The Ideal Candidate for This Role: Required Qualifications: - Bachelor’s degree in Business Administration, a related field or equivalent experience. - FINRA Series 7 and 66 (or Series 7, 63 & 65) registrations. - State Life, Accident & Health and Variable Contract insurance licenses. - Working knowledge of all standard concepts and procedures with area of expertise. - Excellent orientation to detail. Able to review documents or information with accuracy for errors or omissions. - Ability to deliver clear, articulate and concise messages, both verbally and written. - Demonstrated proficiency in writing and able to develop presentations, documents or standard reports that are clear and understood. - Ability to identify problems, research underlying contributing factors and evaluate appropriate solutions. - Ability to identify areas where efficiency and process improvement are needed. - Ability to work collaboratively and cohesively within a team environment. - Ability to listen to customer’s needs and deliver a comprehensive solution - Understands and contributes to intended customer experience of helpful, easy and personal. Preferred Qualifications: Certifications or degrees such as a AWMA, CRPC, FPQP, or ability to earn accreditation Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $63,288.00-$104,425.00This 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. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. 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-20260541 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. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement 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.

Job Title: Client Services Travel Representative | Work From Home About Us: We are a trusted travel planning company specializing in unforgettable vacations, cruises, all-inclusive resorts, and group travel experiences. We pride ourselves on delivering exceptional client service and creating seamless, memorable trips tailored to every traveler’s dreams. Position Overview: Destination Knot is looking for enthusiastic, detail-oriented individuals to join our team as Client Services Travel Representatives. This remote role is perfect for those who love travel, enjoy helping others, and excel at providing excellent customer care. You’ll assist clients with planning and booking travel arrangements while ensuring outstanding service and personalized attention. Training and support are provided to help you succeed in this rewarding role. Key Responsibilities: Engage with clients to understand their travel needs, preferences, and budgets Research travel options, including accommodations, cruises, tours, and packages Prepare and present customized travel proposals and itineraries Manage travel reservations and ensure accuracy of booking details Provide timely, professional communication and follow-up with clients Stay current on travel trends, destinations, and preferred supplier offerings Participate in virtual team meetings and training sessions Requirements: Strong interest in travel and delivering exceptional customer service Excellent communication, interpersonal, and problem-solving skills Self-motivated, organized, and capable of working independently Comfortable with using online tools and technology for research and booking Reliable internet connection and basic computer proficiency Previous experience in customer service, hospitality, or sales is a plus but not required What We Offer: Flexible, remote work environment Full training and access to industry tools and resources Supportive team culture and ongoing mentorship Income-earning possibilities based on performance Exclusive travel discounts and perks through industry partners Opportunities for personal and professional growth $50,000 - $70,000 a year

Role Description AO Globe Life is hiring professionals—especially veterans and those with a service mindset—who are ready to transition into a meaningful remote career with long-term growth. If you’ve built experience in leadership, customer service, operations, or any people-focused role, you already have the foundation to succeed here. In this role, you’ll connect with veterans and families who have requested information about available benefits. You’ll guide conversations, provide support, and help them make informed decisions—all while building a stable, long-term career. What You’ll Be Doing - Meet with clients virtually using Zoom - Walk veterans and their families through available programs - Answer questions and guide clients through next steps - Support clients through onboarding and ongoing communication - Maintain simple digital records and follow-ups - Deliver a professional, client-first experience - Participate in training, mentorship, and leadership development Qualifications - Must be authorized to work in the United States - Experience working with people (customer service, leadership, operations, etc.) - Strong communication and organizational skills - Comfortable working independently in a remote environment - Laptop or computer with camera + reliable internet - Motivated and ready for a career transition Benefits - 100% remote — no commute, more flexibility - Flexible scheduling that fits your life - Clients have already requested to be contacted - Use your existing experience in a new, purpose-driven career - Structured training and ongoing mentorship - Clear path into leadership and advancement roles - Long-term growth with stability Company Description AO Globe Life has supported working families for over 70 years, partnering with unions, credit unions, and veteran organizations nationwide. The company operates fully remotely and focuses on service, leadership development, and long-term career growth.

This is a remote position. Entry-Level Remote Client Travel Specialist Overview: Ready to turn your interest in travel into something more? As an Entry-Level Remote Client Travel Specialist, you’ll help clients plan and coordinate trips while working from home. This role offers variety, flexibility, and the opportunity to support clients in creating memorable travel experiences. Key Responsibilities: - Assist clients with planning and booking travel, including accommodations, transportation, and activities - Provide accurate and timely information to support client travel decisions - Maintain client records and manage travel details with attention to accuracy - Communicate professionally via phone, email, and online platforms - Stay informed on travel trends, supplier updates, and destination information - Ensure a positive client experience from initial inquiry through trip completion Qualifications: - Strong communication and customer service skills - Basic computer skills, including proficiency with email, web-based tools, and data entry - Ability to multitask and manage time effectively in a remote environment - High level of organization and attention to detail - Self-motivated with the ability to work independently - Interest in travel and helping others plan experiences What We Offer: - Remote work flexibility with adjustable scheduling options - Supportive team environment - Access to industry tools and resources from the top vendors in the industry - Personalized website filled with specials - Travel Advisors E&O insurance - Opportunities for professional development and growth within the travel field This is a great opportunity for individuals seeking flexibility, meaningful work, and a role centered around helping others enjoy travel.