Director, Financial Planning

Fnbo---First-National-Bank-of-Omaha-1; Omaha (NE); On-site; USD 105,000 - 179,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA)

Tuition Assistance

Disability Insurance

Job summary

FNBO is seeking a Financial Planner to work with ultra-high net worth clients, leading planning meetings and delivering comprehensive financial plans. You will gather income, expenses, investments, taxes and estate documents, input data into the eMoney platform, and present tailored strategies to improve clients’ financial well-being.

You will collaborate with Financial Advisors, maintain client files, and ensure timely action items, while upholding strict confidentiality and compliance with

Qualifications

• Bachelor’s degree in Business Administration or related field.
• Certified Financial Planner (CFP) designation or planned path to achieve CFP designation.
• 5+ years of experience in financial planning.
• Experienced with high net worth clients.
• Proficient with eMoney financial planning software.

Responsibilities

• Attend and lead client meetings through the financial planning process and goal setting.
• Gather and interpret income, expense, investment, tax and estate documents.
• Input data into planning software and verify data integrity in projections.
• Develop and present recommendations to improve clients’ financial well-being.
• Maintain client files, coordinate with advisors, and ensure timely follow-up.

Job description

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. The Financial Planner will exhibit the ability to maintain the highest level of confidentiality and perform complex and detail-About This Role:Attend and lead customer meetings around financial planning process and goal selection. Be able to help customers identify needs and objectives. Meetings include: Introduction, Goal Settings, Data Gathering, Plan Delivery, Updates, etc.Gather and interpret all sources of a client’s income, expense, investment, insurance, tax and estate planning documents. This requires a solid understanding of complex planning topics including, but not limited to, executive compensation plans, buy/sell transactions, charitable giving, a working understanding of tax filings for individuals and entities as well as various trust documents.Work to accurately input all information into financial planning software (eMoney) and confirm the accuracy and integrity of the data reflected in the plan’s projections. This requires a strong understanding of cash flow, tax and estate planning strategies.Develop recommendations for the client that improve their overall financial well-being. This requires a thorough understanding of how all the components of their plan work together.Present and clearly articulate solutions to customers and internal partners around applicable strategies.Maintain and prepare customer files. Compose appropriate customer communications. Review task assignments for each customer and work directly with applicable team members to ensure all follow-up and action items as a result of customer meetings are documented in Salesforce and completed within the specified time frame. Escalate potential customer issues to appropriate team members. Prioritize work and handle multiple tasks.Deliver exceptional customer experience and demonstrate expertise as a Financial Planner. Accuracy of data input and case analysis. Prepare customer meetings in advance, including review of all reports. Proactively identify opportunities and reach out to internal partners.Actively participate in the financial planning process and team decisions. Attend team and divisional meetings. Build strong relationships with Financial Advisors and Financial Advisor Associates, serving as internal resources. Identify additional opportunities for ongoing training for all Advisors.Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.Complete compliance training and adhere to internal procedures and controls, as required.Report any known violations of compliance policy, laws, or regulations.Report any suspicious customer and/or account activity.Professionalism/Attendance: Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance in alignment with departmental/divisional policy.The Ideal Candidate for This Role:Bachelor’s degree in Business Administration or related field. .Certified Financial Planner (“CFP”) designation, or planned path to achieve CFP designation5+ years of experience in financial planning Experienced user of eMoney financial planning softwareExperience with servicing high net worth individuals and institutions.Working knowledge of all standard concepts and procedures with area of expertise.Excellent orientation to detail and strong analytical skills. Able to review documents or information with accuracy for errors or omissions.Ability to deliver clear, articulate and concise messages, both verbally and orally.Ability to create written documentation in various formats and styles to meet the needs of the audience. Demonstrated proficiency in writing and able to develop presentation, 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 independently with guidance only in the most complex financial plans as well as collaboratively and cohesively within a team environment.Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer.Understands and contributes to intended customer experience of helpful, easy and personal.Total Base Pay Range105,443.00 - 179,253.00 USDCandidates must possess unrestricted work authorization and not require future sponsorship.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.Compensation and 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 Insurance401k, With Matching ContributionsTime Off ProgramsHealth Savings Account (HSA)/Dependent CareEmployee BankingGrowth OpportunitiesTuition AssistanceShort-Term/Long-Term Disability InsuranceLearn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/ .To obtain compensation and benefit information related to this specific role, e-mail FNBO at [e-mail] . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.Job number: R-20261888Equal 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 PosterClick here to download 'EEO is The Law' Supplement for Federal ContractorsClick here to download 'EEO is The Law' GINA SupplementFNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDICFNBO 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.