Senior Wealth Advisor — Strategic Investment & Growth

First National Bank of Omaha; Overland Park (KS); On-site; USD 80,000 - 120,000; 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 planning and investment management to affluent clients. The role includes advising clients on investment objectives and collaborating with internal bank specialists.

The ideal candidate will have a Bachelor's degree, 3 years in the financial services sector, and relevant FINRA registrations. This position offers a dynamic work environment with opportunities for mentorship and professional growth.

Qualifications

• 3 years of experience in the investment or financial services industry.
• State Life, Accident & Health and Variable Contract insurance licenses.
• Ability to provide basic investment advice while adhering to fiduciary standards.

Responsibilities

• Advise affluent clients through multiple delivery channels.
• Meet regularly with clients to assess financial situation.
• Develop networks with third-party sources to generate new business.

Skills

Investment management

Relationship management

Sales skills

Communication

Education

Bachelor's degree in Business Administration or related field

Tools

FINRA Series 7

FINRA Series 66

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 role includes advising clients on investment objectives and collaborating with internal bank specialists.

The ideal candidate will have a Bachelor's degree, 3 years in the financial services sector, and relevant FINRA registrations. This position offers a dynamic work environment with opportunities for mentorship and professional growth.