Senior Wealth Advisor for Affluent Clients

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

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA)

Tuition Assistance

Short-Term/Long-Term Disability

Job summary

FNBO is seeking a Sr. Financial Advisor in Nebraska to guide affluent clients through investment management, fiduciary advice, specialized asset management, full‑service financial planning, and business succession planning.

The ideal candidate meets regularly with clients, develops networks for new business, and partners with internal bank specialists to deliver a full array of expertise. Requirements include a bachelor’s degree, 3 years in financial services, FINRA licenses, and state insurance

Qualifications

• Bachelor’s degree in Business Administration or related field or equivalent experience.
• 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 (or Series 63 & 65) registrations.
• State Life, Accident & Health and Variable Contract licenses.
• Previous successful business development activities and effective relationship management experience.
• Demonstrated track record of originating new business, transitioning an existing book of clients, and growing revenue through targeted prospecting and relationship management.
• Proven sales skills, preferably in the investment industry.
• Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
• Ability to work collaboratively and cohesively within a team environment.
• Strong knowledge of the finance industry and the local, state, national and global economy.
• Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer.
• Ability to communicate confidently with customers and prospects demonstrating poise while speaking.
• Exceptional verbal and written communication including presentations and recommendations.
• Understands and contributes to intended customer experience of helpful, easy and personal.
• Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.
• Candidates must possess unrestricted work authorization and not require future sponsorship.

Responsibilities

• Advise affluent clients through multiple channels of investment management, fiduciary advice, specialized asset management, full‑service financial planning and business succession planning.
• Meets regularly with clients to assess financial situation to determine investment objectives and risk tolerance.
• Develops networks with third party referral sources to develop new business.
• Partners with internal bank specialists to provide a full array of expertise to clients.

Skills

Business development

Relationship management

Sales skills

Fiduciary standards

Communication

Team collaboration

Finance industry knowledge

Active listening

Education

Bachelor’s degree in Business Administration

Job description

FNBO is seeking a Sr. Financial Advisor in Nebraska to guide affluent clients through investment management, fiduciary advice, specialized asset management, full‑service financial planning, and business succession planning.

The ideal candidate meets regularly with clients, develops networks for new business, and partners with internal bank specialists to deliver a full array of expertise. Requirements include a bachelor’s degree, 3 years in financial services, FINRA licenses, and state insurance