Senior Wealth Advisor – Investment & Planning

FNBO; Bellevue (NE); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health Insurance

401k with match

Time Off Programs

HSA

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

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

You will meet regularly with clients to assess financial situations, set objectives, determine risk tolerance, and develop networks of third-party referrals. Collaborating with internal bank specialists, you'll deliver a complete suite of solutions, build relationships, grow

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 insurance 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.

Responsibilities

• Advise affluent clients through investment management, fiduciary advice, specialized asset management, and comprehensive financial planning.
• Meet regularly with clients to assess financial situations, determine objectives, and assess risk tolerance.
• Develop networks with third-party referral sources to develop new business and partner with internal bank specialists to deliver full service.

Skills

Affluent client advisory

Relationship management

Sales skills

Team collaboration

Education

Bachelor’s degree in Business Administration or related field

FINRA Series 7 and 66 registrations

State Life, Accident & Health and Variable Contract licenses

Job description

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

You will meet regularly with clients to assess financial situations, set objectives, determine risk tolerance, and develop networks of third-party referrals. Collaborating with internal bank specialists, you'll deliver a complete suite of solutions, build relationships, grow