Senior Financial Planner - UHNW Wealth Strategy

First National Bank of Omaha; Denver (CO); 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) / Depent…

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

First National Bank of Omaha seeks a seasoned Financial Planner for its ultra‑high net worth clients. You will develop and present comprehensive financial plans, delivering a superior planning experience with utmost confidentiality.

Lead client meetings, gather and interpret data, input into eMoney, and propose recommendations. Collaborate with Advisors, maintain files, ensure compliance, and uphold exceptional service standards.

Qualifications

• Bachelor's degree in Business Administration or related field.
• CFP designation or plan to achieve CFP.
• 5+ years in financial planning.
• Experience servicing high net worth individuals.
• Proficient with eMoney financial planning software.
• Strong analytical and detail-oriented mindset.

Responsibilities

• 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 confirm the accuracy of the plan's projections.
• Develop recommendations to improve overall financial well-being.
• Present and articulate solutions to customers and internal partners.
• Maintain and prepare customer files and ensure follow-up is documented in Salesforce.
• Deliver exceptional customer experience and demonstrate expertise as a Financial Planner.
• Actively participate in planning process and team decisions; collaborate with Financial Advisors.

Skills

Financial planning

Client meetings

Attention to detail

Communication

HNW clients

Education

Bachelor's degree in Business Administration or related field

CFP designation

Tools

eMoney

Job description

First National Bank of Omaha seeks a seasoned Financial Planner for its ultra‑high net worth clients. You will develop and present comprehensive financial plans, delivering a superior planning experience with utmost confidentiality.

Lead client meetings, gather and interpret data, input into eMoney, and propose recommendations. Collaborate with Advisors, maintain files, ensure compliance, and uphold exceptional service standards.