Senior Wealth Advisor — Strategic Investment & Growth

First National Bank of Omaha; Fort Collins (CO); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401(k) with matching contributions

Tuition assistance

Job summary

First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial guidance to affluent clients. You will advise clients and develop networks for new business, all while working in a collaborative environment that fosters mentorship and growth.

The ideal candidate has at least 3 years of experience in the financial services industry along with necessary certifications and a proven sales record. This role offers competitive compensation and a comprehensive benefits package including health insurance and 401(k) matching.

Qualifications

• 3 years of experience in the investment or financial services industry.
• Proven track record of originating new business.
• Ability to communicate confidently with customers.

Responsibilities

• Advise affluent clients with investment management needs.
• Meet regularly to discuss financial situations.
• Develop networks for new business.

Skills

Sales skills

Client relationship management

Investment advice

Business development

Education

Bachelor's degree in Business Administration or related field

Tools

FINRA Series 7

FINRA Series 66 or Series 63 & 65

State Life, Accident & Health insurance licenses

Job description

First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial guidance to affluent clients. You will advise clients and develop networks for new business, all while working in a collaborative environment that fosters mentorship and growth.

The ideal candidate has at least 3 years of experience in the financial services industry along with necessary certifications and a proven sales record. This role offers competitive compensation and a comprehensive benefits package including health insurance and 401(k) matching.