Senior Wealth Advisor — Strategic Investment & Growth

First National Bank of Omaha; Lincoln (NE); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401(k) with matching contributions

Growth opportunities

Tuition assistance

Job summary

First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management to affluent clients. The ideal candidate should possess strong sales skills, a Bachelor’s degree in Business Administration or related field, and have relevant FINRA registrations.

With a collaborative work environment, this role emphasizes a flexible schedule to meet client needs. Competitive benefits including medical insurance and tuition assistance are offered.

Qualifications

• 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.
• Proven sales skills, preferably in the investment industry.

Responsibilities

• Advises affluent clients with sophisticated investment needs.
• Assesses financial situation and determines investment objectives.
• Develops networks with third-party referral sources to develop business.

Skills

Client relationship management

Investment advice

Business development

Sales skills

Financial planning

Communication

Education

Bachelor's degree in Business Administration or related field

Job description

First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management to affluent clients. The ideal candidate should possess strong sales skills, a Bachelor’s degree in Business Administration or related field, and have relevant FINRA registrations.

With a collaborative work environment, this role emphasizes a flexible schedule to meet client needs. Competitive benefits including medical insurance and tuition assistance are offered.