Senior Wealth Advisor — Strategic Investment & Growth

First National Bank of Omaha; DeKalb (IL); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401(k) with matching contributions

Time-off programs

Health Savings Account (HSA)/Dependent Care

Employee Banking

Growth opportunities

Tuition assistance

Short-term and long-term disability insurance

Job summary

First National Bank of Omaha is seeking a Senior Financial Advisor who will be responsible for advising affluent clients on various financial matters, including investment management and financial planning. Ideal candidates will have at least 3 years of experience in the financial services industry and necessary licenses, along with proven sales skills.

The role emphasizes client relationship management and collaboration with internal specialists to deliver comprehensive financial solutions. Excellent communication and teamwork are crucial for success in this position.

Qualifications

• 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 (or Series 63 & 65) registrations required.
• State Life, Accident & Health, and Variable Contract insurance licenses.

Responsibilities

• Advises affluent clients on investment management and financial planning.
• Assesses client financial situations and develops investment strategies.
• Partners with internal specialists to enhance client services.

Skills

Business development

Client relationship management

Investment advice

Sales skills

Team collaboration

Education

Bachelor's degree in Business Administration or related field

Job description

First National Bank of Omaha is seeking a Senior Financial Advisor who will be responsible for advising affluent clients on various financial matters, including investment management and financial planning. Ideal candidates will have at least 3 years of experience in the financial services industry and necessary licenses, along with proven sales skills.

The role emphasizes client relationship management and collaboration with internal specialists to deliver comprehensive financial solutions. Excellent communication and teamwork are crucial for success in this position.