Senior Financial Planner for UHNW Clients

First National Bank of Omaha; Boulder (CO); On-site; USD 105,000 - 179,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with matching

Time off programs

HSA/Dependent Care

Employee Banking

Tuition Assistance

Disability Insurance

Growth opportunities

Job summary

First National Bank of Omaha is seeking an experienced Financial Planner to work with ultra-high net worth clients, developing comprehensive financial plans and providing tailored recommendations. You will gather and analyse complex financial data, input into eMoney, and present clear solutions to clients and internal partners.

The role emphasizes confidentiality, coordination with client teams, and ongoing compliance with bank policies.

Qualifications

• Bachelor's degree in Business Administration or related field.
• CFP designation, or planned path to achieve CFP designation.
• 5+ years of experience in financial planning.
• Experienced user of eMoney financial planning software.
• Experience with servicing high net worth individuals and institutions.
• Strong attention to detail and analytical skills.
• Clear written and verbal communication; presentation skills.

Responsibilities

• Attend and lead meetings on the financial planning process and goals.
• Gather and interpret income, expense, investment, tax, and estate documents.
• Input data into eMoney and verify plan projections.
• Develop recommendations to improve overall financial well‑being.
• Present solutions to clients and internal partners.
• Maintain customer files and ensure timely follow‑ups in Salesforce.
• Collaborate with Financial Advisors and teams; pursue ongoing training.

Skills

Financial planning

CFP

eMoney

HNW clients

Analytical skills

Education

Bachelor's degree in Business Administration or related field

Tools

Salesforce

Job description

First National Bank of Omaha is seeking an experienced Financial Planner to work with ultra-high net worth clients, developing comprehensive financial plans and providing tailored recommendations. You will gather and analyse complex financial data, input into eMoney, and present clear solutions to clients and internal partners.

The role emphasizes confidentiality, coordination with client teams, and ongoing compliance with bank policies.