Senior Wealth Advisor for Affluent Clients

First National Bank; Omaha (NE); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k Matching

Time Off

HSA/Dependent Care

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

First National Bank seeks a Sr. Financial Advisor to guide affluent clients through investment management, fiduciary advice, and comprehensive financial planning across multiple delivery channels.

You will assess client goals, risk tolerance, and coordinate with specialists to deliver tailored solutions. The ideal candidate holds a bachelor’s degree, 3 years in financial services, FINRA 7/66, insurance licenses, and a proven business development record.

Qualifications

• Bachelor's degree or equivalent experience
• 3 years in investment/financial services
• FINRA Series 7 and 66 (or 63 & 65) registrations
• State Life, Accident & Health and Variable Contract licenses
• Proven business development and relationship management experience
• Demonstrated track record of originating new business
• Proven sales skills in the investment industry
• Ability to provide basic investment advice within fiduciary standards
• Strong teamwork and collaborative skills
• Knowledge of finance industry and economy
• Excellent listening and communication skills
• Flexible schedule for client meetings

Responsibilities

• Advises affluent clients with sophisticated investment needs
• Meets regularly with clients to assess financial situation, objectives and risk tolerance
• Develops networks and partners with internal specialists to offer full expertise

Skills

Client relationship management

Sales skills

Team collaboration

Active listening

Communication skills

Fiduciary, customer focus

Education

Bachelor's degree in Business Administration or related field

3 years experience in investment/financial services

FINRA Series 7 and 66 registrations

State Life, Accident & Health and Variable Contract licenses

Job description

First National Bank seeks a Sr. Financial Advisor to guide affluent clients through investment management, fiduciary advice, and comprehensive financial planning across multiple delivery channels.

You will assess client goals, risk tolerance, and coordinate with specialists to deliver tailored solutions. The ideal candidate holds a bachelor’s degree, 3 years in financial services, FINRA 7/66, insurance licenses, and a proven business development record.