Senior Financial Planner, UHNW & Wealth Strategy

Fnbo---First-National-Bank-of-Omaha-1; Omaha (NE); Presencial; USD 105 000 - 179 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical Insurance

Dental Insurance

Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA)

Tuition Assistance

Disability Insurance

Resumo da oferta

FNBO is seeking a Financial Planner to work with ultra-high net worth clients, leading planning meetings and delivering comprehensive financial plans. You will gather income, expenses, investments, taxes and estate documents, input data into the eMoney platform, and present tailored strategies to improve clients’ financial well-being.

You will collaborate with Financial Advisors, maintain client files, and ensure timely action items, while upholding strict confidentiality and compliance with

Qualificações

• 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.
• Experienced with high net worth clients.
• Proficient with eMoney financial planning software.

Responsabilidades

• Attend and lead client meetings through the financial planning process and goal setting.
• Gather and interpret income, expense, investment, tax and estate documents.
• Input data into planning software and verify data integrity in projections.
• Develop and present recommendations to improve clients’ financial well-being.
• Maintain client files, coordinate with advisors, and ensure timely follow-up.

Descrição da oferta de emprego

FNBO is seeking a Financial Planner to work with ultra-high net worth clients, leading planning meetings and delivering comprehensive financial plans. You will gather income, expenses, investments, taxes and estate documents, input data into the eMoney platform, and present tailored strategies to improve clients’ financial well-being.

You will collaborate with Financial Advisors, maintain client files, and ensure timely action items, while upholding strict confidentiality and compliance with