Senior Wealth Advisor — Strategic Investment & Growth

First National Bank of Omaha; York (NE); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401(k) with matching contributions

Time-off programs

Health Savings Account

Tuition assistance

Short-term and long-term disability insurance

Job summary

First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management to affluent clients. This role entails meeting with clients to assess their financial needs and developing tailored solutions through collaboration with specialized internal teams.

The ideal candidate will possess a Bachelor’s degree in a relevant field, several years of experience in financial services, and relevant licensure to ensure compliance and advisory quality. A strong focus on relationship building and communication skills is essential for success.

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.

Responsibilities

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

Skills

Investment management

Relationship management

Sales skills

Financial planning

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. This role entails meeting with clients to assess their financial needs and developing tailored solutions through collaboration with specialized internal teams.

The ideal candidate will possess a Bachelor’s degree in a relevant field, several years of experience in financial services, and relevant licensure to ensure compliance and advisory quality. A strong focus on relationship building and communication skills is essential for success.