Senior Investments & Planning Advisor

First National Bank of Omaha; DeKalb (IL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Tuition Assistance

Time Off Programs

Health Savings Account (HSA)

Job summary

First National Bank of Omaha is seeking a Sr. Associate, Investments and Planning to advise affluent clients across channels in investment management, fiduciary guidance, and comprehensive financial planning.

The role involves meeting clients to assess their financials, objectives and risk tolerance, and building networks with referral sources to provide a full suite of brokerage and planning services.

Qualifications

• Bachelor's degree or equivalent experience required.
• 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations or Series 63 & 65.

Responsibilities

• Advises affluent clients on investment management and planning across channels.
• Meets with clients to assess financial situations, objectives and risk tolerance.
• Develops networks with referral sources and partners with internal specialists to deliver comprehensive solutions.

Education

Bachelor's degree in Business Administration or related field

Job description

First National Bank of Omaha is seeking a Sr. Associate, Investments and Planning to advise affluent clients across channels in investment management, fiduciary guidance, and comprehensive financial planning.

The role involves meeting clients to assess their financials, objectives and risk tolerance, and building networks with referral sources to provide a full suite of brokerage and planning services.