Senior Wealth Advisor for Affluent Clients

FNBO; Bellevue (NE); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA)

Employee Banking

Tuition Assistance

Disability Insurance

Job summary

FNBO invites experienced financial professionals to join our advisory team in Bellevue, NE. The Senior Financial Advisor will guide affluent clients through investment management, fiduciary advice, and comprehensive financial planning across multiple delivery channels.

The role emphasizes building client relationships, assessing risk tolerance, and developing new business with internal specialists and external referrals.

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 registrations (or Series 63 & 65).
• State Life, Accident & Health and Variable Contract insurance licenses.
• Proven track record in business development and relationship management.
• Demonstrated ability to originate new business and grow revenue through prospecting.

Responsibilities

• Advise affluent clients through investment management, fiduciary advice, specialized asset management, and comprehensive financial planning.
• Meets regularly with clients to assess financial situation and determine investment objectives and risk tolerance.
• Develops networks with third party referral sources and partners with internal bank specialists.

Skills

Relationship management

Sales skills

Communication

Teamwork

Prospecting

Active listening

Industry knowledge

Education

Bachelor's degree

Tools

FINRA licenses

Insurance licenses

Job description

FNBO invites experienced financial professionals to join our advisory team in Bellevue, NE. The Senior Financial Advisor will guide affluent clients through investment management, fiduciary advice, and comprehensive financial planning across multiple delivery channels.

The role emphasizes building client relationships, assessing risk tolerance, and developing new business with internal specialists and external referrals.