Senior Financial Advisor – Affluent Planning & Wealth Expert

First National Bank of Omaha; Kansas City (MO); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with matching contributions

Tuition assistance

Growth opportunities

Job summary

First National Bank of Omaha is seeking a Sr. Financial Advisor to provide expertise in investment management and financial planning. You will advise affluent clients, helping them navigate investment needs while fostering business development through collaboration with internal specialists.

The role requires a Bachelor's degree, MIN of 3 years experience in financial services, and relevant certifications. Opportunities for growth and a comprehensive benefits package are included.

Qualifications

• 3 years of experience in investment or financial services industry.
• Ability to provide basic investment advice adhering to fiduciary standards.
• Strong knowledge of finance industry and economy.

Responsibilities

• Serve as an advisor to affluent clients with sophisticated investment needs.
• Meet regularly with clients to assess financial situation and objectives.
• Develop networks with third-party referral sources to create new business.

Skills

Investment management

Relationship management

Sales skills

Listening and communication

Education

Bachelor’s degree in Business Administration or related field

Tools

FINRA Series 7 and 66 registrations

State Life, Accident & Health insurance licenses

Job description

First National Bank of Omaha is seeking a Sr. Financial Advisor to provide expertise in investment management and financial planning. You will advise affluent clients, helping them navigate investment needs while fostering business development through collaboration with internal specialists.

The role requires a Bachelor's degree, MIN of 3 years experience in financial services, and relevant certifications. Opportunities for growth and a comprehensive benefits package are included.