Senior Financial Planner for UHNW Clients

First National Bank; Omaha (NE); Presencial; USD 105.000 - 179.000; Jornada completa

Descripción de la vacante

First National Bank (FNBO) seeks a Financial Planner to work with ultra-high net worth clients, develop comprehensive financial plans, and present recommendations to improve overall financial well‑being. You will input data into eMoney, ensure accuracy, and maintain confidentiality while delivering a superior planning experience.

You will attend and lead client meetings, gather needs, set goals, deliver plans, and collaborate with Financial Advisors to strengthen relationships and drive outcomes.

Formación

• 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.

Responsabilidades

• Attend and lead customer meetings around the financial planning process and goal selection.
• Gather and interpret all sources of a client’s income, expense, investment, insurance, tax and estate planning documents.
• Input data into financial planning software (eMoney) and ensure accuracy of projections.
• Present and articulate solutions to clients and internal partners around strategies.
• Build strong relationships with Financial Advisors and Advisors Associates and identify opportunities for training.

Conocimientos

Financial planning

Client servicing

Analytical skills

Communication skills

Data interpretation

Educación

Bachelor's degree in Business Administration or related field

CFP designation or plan to achieve CFP

Herramientas

eMoney

Salesforce

Descripción del empleo

First National Bank (FNBO) seeks a Financial Planner to work with ultra-high net worth clients, develop comprehensive financial plans, and present recommendations to improve overall financial well‑being. You will input data into eMoney, ensure accuracy, and maintain confidentiality while delivering a superior planning experience.

You will attend and lead client meetings, gather needs, set goals, deliver plans, and collaborate with Financial Advisors to strengthen relationships and drive outcomes.