Elite Wealth Advisor — Affluent Clients & Planning

First National Bank of Omaha; Leawood (KS); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Matching Contributions

Time Off Programs

HSA/Dependent Care

Employee Banking

Growth Opportunities

Tuition Assistance

Short-Term/Long-Term Disability

Job summary

First National Bank of Omaha is seeking a Sr. Financial Advisor to guide affluent clients across investment management, fiduciary services, and comprehensive financial planning.

You will meet regularly with clients to assess their financial situation, determine objectives and risk tolerance, and coordinate with bank specialists to deliver a full suite of services. The ideal candidate will have a bachelor's degree, 3 years in investment/financial services, FINRA licenses (7/66 or 63/65), and

Qualifications

• Bachelor's degree in Business Administration or related field or equivalent experience.
• FINRA Series 7 and 66 registrations required.
• State Life, Accident & Health and Variable Contract licenses required.
• Previous successful business development and strong relationship management experience.

Responsibilities

• Advise affluent clients with sophisticated investment needs across delivery channels.
• Meet regularly with clients to assess financial situations and set investment objectives and risk tolerance.
• Develop networks with third-party referral sources to grow business.
• Partner with internal bank specialists to offer a full range of expertise to clients.

Skills

Sales skills

Communication skills

Team collaboration

Listening

Presentation skills

Education

Bachelor's degree in Business Administration or related field

FINRA Series 7 and 66 registrations

State Life, Accident & Health and Variable Contract licenses

Job description

First National Bank of Omaha is seeking a Sr. Financial Advisor to guide affluent clients across investment management, fiduciary services, and comprehensive financial planning.

You will meet regularly with clients to assess their financial situation, determine objectives and risk tolerance, and coordinate with bank specialists to deliver a full suite of services. The ideal candidate will have a bachelor's degree, 3 years in investment/financial services, FINRA licenses (7/66 or 63/65), and