Senior Wealth Advisor for Affluent Clients

FNBO; Lincoln (NE); On-site; USD 80,000 - 110,000; 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 Insurance

Job summary

FNBO is seeking a Sr. Financial Advisor in Lincoln, Nebraska, to advise affluent clients on investment management and financial planning. The ideal candidate should possess a Bachelor’s degree in Business Administration and 3 years of financial services experience. Key responsibilities include assessing clients' financial situations, developing networks, and collaborating with internal specialists to meet client needs.

This onsite role offers a vibrant culture, opportunities for professional growth, and a variety of benefits including medical insurance and 401k matching.

Qualifications

• 3 years of experience in the investment or financial services industry.
• State Life, Accident & Health and Variable Contract insurance licenses.
• Ability to work collaboratively in a team environment.

Responsibilities

• Serves as an advisor to affluent clients with sophisticated investment needs.
• Meets with clients to assess financial situation and determine investment objectives.
• Develops networks with referral sources to develop new business.

Skills

Relationship management

Sales skills

Investment advice

Communication skills

Education

Bachelor's degree in Business Administration or related field

Tools

FINRA Series 7

FINRA Series 66 (or Series 63 & 65)

Job description

FNBO is seeking a Sr. Financial Advisor in Lincoln, Nebraska, to advise affluent clients on investment management and financial planning. The ideal candidate should possess a Bachelor’s degree in Business Administration and 3 years of financial services experience. Key responsibilities include assessing clients' financial situations, developing networks, and collaborating with internal specialists to meet client needs.

This onsite role offers a vibrant culture, opportunities for professional growth, and a variety of benefits including medical insurance and 401k matching.