Affluent Wealth Advisor & Investment Strategist

Fnbo---First-National-Bank-of-Omaha-1; Omaha (NE); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with matching

Tuition assistance

Time off

Job summary

First National Bank of Omaha seeks a Sr. Financial Advisor to guide affluent clients through investment management, fiduciary advice, and comprehensive financial planning.

You will meet with clients to assess their financial situations and craft tailored strategies across multiple channels. The ideal candidate holds a business-related Bachelor's degree, 3+ years in financial services, FINRA 7/66 (or 63/65) licenses, and applicable state insurance licenses; strong relationship building and

Qualifications

• Bachelor's degree in Business Administration or related field or equivalent experience.
• 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations (or Series 63 & 65).
• State Life, Accident & Health and Variable Contract licenses.
• Proven business development and relationship management experience.
• Strong sales skills with ability to grow revenue through prospecting.

Responsibilities

• Advise affluent clients across multiple delivery channels: investment management, fiduciary advice, and financial planning.
• Meet regularly with clients to assess financial situations, objectives, and risk tolerance.
• Develop networks with third-party referral sources to grow business.
• Partner with internal bank specialists to deliver a full range of services to clients.

Skills

Financial advisory

Investment management

Fiduciary guidance

Business development

Client relationship management

Sales skills

Communication skills

Education

Bachelor's degree in Business Administration or related field

Job description

First National Bank of Omaha seeks a Sr. Financial Advisor to guide affluent clients through investment management, fiduciary advice, and comprehensive financial planning.

You will meet with clients to assess their financial situations and craft tailored strategies across multiple channels. The ideal candidate holds a business-related Bachelor's degree, 3+ years in financial services, FINRA 7/66 (or 63/65) licenses, and applicable state insurance licenses; strong relationship building and