Senior Wealth Advisor for Affluent Clients

Fnbo---First-National-Bank-of-Omaha-1; Bellevue (NE); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical

Dental

Vision Insurance 401k

With Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent

Employee Banking

Growth Opportunities

Tuition Assistance

Short-Term/Long-Term Disability

Job summary

FNBO seeks a Sr. Financial Advisor to guide affluent clients through investment management, fiduciary advice, and comprehensive financial planning.

You will meet clients regularly to assess objectives and risk, build networks with referral sources, and collaborate with bank specialists to deliver a full suite of services. The ideal candidate holds FINRA 7/66, state life/health/variable licenses, and a bachelor's degree with 3+ years in financial services.

Qualifications

• Bachelor’s degree required.
• 3 years in investment or financial services.
• FINRA Series 7 and 66 registrations.
• State Life, Accident & Health and Variable Contract licenses.
• Strong sales and relationship management background.

Responsibilities

• Advise affluent clients through multiple delivery channels.
• Meet regularly with clients to assess financial situation and risk tolerance.
• Develop networks with third-party referral sources.
• Partner with internal bank specialists to provide full expertise.

Skills

Financial services sales

Relationship management

FINRA licenses

Series 7/66

Insurance licenses

Education

Bachelor's degree in Business Administration or related field

Job description

FNBO seeks a Sr. Financial Advisor to guide affluent clients through investment management, fiduciary advice, and comprehensive financial planning.

You will meet clients regularly to assess objectives and risk, build networks with referral sources, and collaborate with bank specialists to deliver a full suite of services. The ideal candidate holds FINRA 7/66, state life/health/variable licenses, and a bachelor's degree with 3+ years in financial services.