Job summary
A financial advisory firm in Omaha is looking for an Entry Level Financial & Business Consultant to analyze financial data and develop business strategies. The role involves providing financial advice, supporting business development initiatives, and maintaining compliance with regulations. A Bachelor's or Master's degree in Finance or related field is preferred. Bonus options and potential equity position available.
Financial analysis and modeling skills
Experience in developing business strategies
Proficiency in data analysis tools
Excellent problem-solving skills
Strong written communication skills
Strong verbal communication skills
Ability to work collaboratively
Experience in compliance regulations
Professional certifications (e.g., CLU, ChFC, CFP)
Experience advising on Life Insurance