Senior Financial Planner — UHNW Wealth Strategies

First National Bank of Omaha; Fort Collins (CO); Sur place; USD 105 000 - 179 000; Plein temps

Résumé du poste

FNBO is seeking a Financial Planner to serve ultra-high net worth clients, developing comprehensive financial plans and delivering a superior planning experience. Confidential, complex planning will be routine, requiring professionalism and discretion.

You will lead client meetings, gather data, input into eMoney, craft recommendations, and present solutions to clients and internal partners. Strong communication, analytical skills, and team collaboration are essential.

Qualifications

• Bachelor's degree in Business Administration or related field required.
• CFP designation or plan to achieve CFP designation preferred.
• 5+ years of experience in financial planning required.
• Experienced user of eMoney financial planning software.

Responsabilités

• Attend and lead customer meetings around financial planning process and goal settings.
• Gather and interpret income, expense, investment, tax, and estate planning documents.
• Input information into eMoney and verify data accuracy.
• Develop recommendations to improve client financial well‑being.
• Present and articulate solutions to clients and internal partners.
• Maintain customer files and Salesforce follow‑ups within deadlines.
• Deliver exceptional customer experience and demonstrate planning expertise.
• Participate in team decisions and training to support Advisors.
• Maintain compliance with bank policies and applicable laws.

Connaissances

High net worth client servicing

Attention to detail

Analytical skills

Written and verbal communication

Problem solving

Process improvement

Independent and collaborative work

Active listening

Customer experience focus

Formation

Bachelor's degree in Business Administration or related field

Certified Financial Planner ("CFP") designation, or planned path to achieve CFP designation

5+ years of experience in financial planning

Outils

eMoney financial planning software

Description du poste

FNBO is seeking a Financial Planner to serve ultra-high net worth clients, developing comprehensive financial plans and delivering a superior planning experience. Confidential, complex planning will be routine, requiring professionalism and discretion.

You will lead client meetings, gather data, input into eMoney, craft recommendations, and present solutions to clients and internal partners. Strong communication, analytical skills, and team collaboration are essential.