Senior Financial Planner for UHNW Clients

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

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA)

Job summary

First National Bank of Omaha seeks a Financial Planner to work with ultra-high net worth clients, delivering comprehensive financial plans and tailored recommendations. You will lead client meetings, gather/interpret complex financial data, and present solutions while maintaining confidentiality and strict data integrity.

Proficiency in eMoney and Salesforce is required. Ideal candidates hold a CFP or pursuing it, have 5+ years in financial planning, and can service sophisticated clients with

Qualifications

• Bachelor's degree in Business Administration or related field.
• CFP designation or planned path to CFP.
• 5+ years of experience in financial planning.
• Experience using eMoney financial planning software.
• Experience servicing high net worth individuals and institutions.
• Attention to detail and strong analytical skills.
• Clear, articulate written and spoken communication.
• Ability to develop presentations and standard reports.

Responsibilities

• Attend and lead customer meetings around the financial planning process and goal setting.
• Gather and interpret income, expenses, investments, tax and estate planning documents.
• Input information into financial planning software (eMoney) and verify data accuracy.
• Develop client recommendations to improve financial well‑being.
• Present solutions to clients and internal partners.
• Maintain and prepare client files and communications; track follow‑ups in Salesforce.

Skills

Client meetings

Financial planning

Data gathering

Communication

Education

Bachelor's degree in Business Administration or related field

Certified Financial Planner (CFP) designation or planned path

Tools

eMoney

Salesforce

Job description

First National Bank of Omaha seeks a Financial Planner to work with ultra-high net worth clients, delivering comprehensive financial plans and tailored recommendations. You will lead client meetings, gather/interpret complex financial data, and present solutions while maintaining confidentiality and strict data integrity.

Proficiency in eMoney and Salesforce is required. Ideal candidates hold a CFP or pursuing it, have 5+ years in financial planning, and can service sophisticated clients with