Senior Financial Advisor — Wealth & Investment Strategist

First National Bank of Omaha; Omaha (NE); Vor Ort; USD 95.000 - 140.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, Vision Insurance

401k, With Matching Contributions

Time Off Programs

Health Savings Account (HSA) / Depened

Tuition Assistance

Short-Term/Long-Term Disability

Zusammenfassung

First National Bank of Omaha is seeking a Sr. Financial Advisor to guide affluent clients through investment management, fiduciary advice, asset management, and comprehensive financial planning. You will meet regularly with clients to assess their financial situations, objectives, and risk tolerance.

You will build networks with third-party referrals and collaborate with internal bank specialists to deliver a full range of expertise while supporting business development and revenue growth.

Qualifikationen

• 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 fiduciary standards.

Aufgaben

• Advise affluent clients through investment management, fiduciary advice, asset management, full service financial planning and business succession planning.
• Meet regularly with clients to assess financial situation, investment objectives and risk tolerance.
• Develop networks with third party referral sources and partner with internal bank specialists to provide a full array of expertise to clients.

Ausbildung

Bachelor's degree in Business Administration or related field

3 years of experience in the investment or financial services industry

Previous successful business development activities and effective relationship management experience

Proven sales skills, preferably in the investment industry

Tools

FINRA Series 7 & 66

State Life, Accident & Health and Variable Contract licenses

Jobbeschreibung

First National Bank of Omaha is seeking a Sr. Financial Advisor to guide affluent clients through investment management, fiduciary advice, asset management, and comprehensive financial planning. You will meet regularly with clients to assess their financial situations, objectives, and risk tolerance.

You will build networks with third-party referrals and collaborate with internal bank specialists to deliver a full range of expertise while supporting business development and revenue growth.