Senior Wealth Advisor for Affluent Clients

FNBO; Omaha (NE); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Matching

Time Off Programs

HSA/Dependent Care

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

FNBO is seeking a Senior Financial Advisor to serve affluent clients with sophisticated investment needs across multiple channels. You will meet regularly with clients to assess financial situations, objectives and risk tolerance, and work with internal specialists to deliver a comprehensive suite of services.

The ideal candidate will hold FINRA registrations, appropriate licenses, and a proven track record in business development and relationship management, with strong communication and

Qualifications

• Bachelor’s degree in Business Administration or related field.
• 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 Contracts licenses.
• Proven business development activities and relationship management experience.
• Demonstrated track record of originating new business and growing revenue.
• Strong sales skills, preferably in the investment industry.
• Ability to provide basic investment advice adhering to fiduciary standards.
• Excellent communication and teamwork abilities.

Responsibilities

• Advise affluent clients across investment management and planning.
• Meet regularly with clients to assess financial situation, objectives and risk tolerance.
• Develop networks with third-party referral sources to build new business.
• Partner with internal bank specialists to deliver a full suite of expertise.

Skills

FINRA Series 7/66

Series 63/65

Relationship management

Business development

Sales skills

Communication skills

Team collaboration

Finance industry knowledge

Education

Bachelor’s degree in Business Administration or related field

Job description

FNBO is seeking a Senior Financial Advisor to serve affluent clients with sophisticated investment needs across multiple channels. You will meet regularly with clients to assess financial situations, objectives and risk tolerance, and work with internal specialists to deliver a comprehensive suite of services.

The ideal candidate will hold FINRA registrations, appropriate licenses, and a proven track record in business development and relationship management, with strong communication and