Financial Advisor

First National Bank of Omaha; DeKalb (IL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Tuition Assistance

Time Off Programs

Health Savings Account (HSA)

Job summary

First National Bank of Omaha is seeking a Sr. Associate, Investments and Planning to advise affluent clients across channels in investment management, fiduciary guidance, and comprehensive financial planning.

The role involves meeting clients to assess their financials, objectives and risk tolerance, and building networks with referral sources to provide a full suite of brokerage and planning services.

Qualifications

• Bachelor's degree or equivalent experience required.
• 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations or Series 63 & 65.

Responsibilities

• Advises affluent clients on investment management and planning across channels.
• Meets with clients to assess financial situations, objectives and risk tolerance.
• Develops networks with referral sources and partners with internal specialists to deliver comprehensive solutions.

Education

Bachelor's degree in Business Administration or related field

Job description

Summary of the Job

The Sr. Associate, Investments and Planning is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.

About This Role

Duties May Include:

• Serves as an advisor to affluent clients with sophisticated investment needs.
• Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance.
• Develops networks with third party referral sources to develop new business; partners with internal bank specialists to provide a full array of expertise to clients.

The Ideal Candidate for This Role

• 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 (or Series 63 & 65) registrations.
• State Life, Accident & Health and Variable Contract insurance licenses.
• Previous successful business development activities and effective relationship management experience.
• Proven sales skills, preferably in the investment industry.
• Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
• Ability to work collaboratively and cohesively within a team environment.
• Strong knowledge of the finance industry and the local, state, national and global economy.
• Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer.
• Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.
• Understands and contributes to intended customer experience of helpful, easy and personal.
• Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.

Candidates 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 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/.

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-20251271

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—not matter their role or where they are in their journey.

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

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.