Sr. Financial Advisor

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

Summary of the Job

Senior Financial Advisor is accountable for advising affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full‑service financial planning and business succession planning.

About This Role

• Serves as an advisor to affluent clients with sophisticated investment needs.
• Meets regularly with clients to assess financial situation and determine investment objectives and risk tolerance.
• Develops networks with third‑party referral sources to develop new business.
• Partners with internal bank specialists to provide a full array of expertise to clients.

The Ideal Candidate for This Role

• Bachelor's degree in Business Administration or related field or equivalent experience.
• 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.
• Previous successful business development activities and effective relationship‑management experience.
• Demonstrated track record of originating new business, transitioning an existing book of clients, and growing revenue through targeted prospecting and relationship management.
• Proven sales skills, preferably in the investment industry.
• Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
• Ability to work collaboratively and cohesively within a team environment.
• Strong knowledge of the finance industry and the local, state, national and global economy.
• Ability to listen attentively to customers’ needs to best deliver a comprehensive solution for them.
• Ability to communicate confidently with customers and prospects, demonstrating poise while speaking. Exceptional verbal and written communication, including presentations and recommendations.
• Understands and contributes to the intended customer experience of helpful, easy and personal.
• Flexibility of schedule to accommodate client meetings occurring before or after normal business hours.

Candidates must possess unrestricted work authorization and not require future sponsorship.

Work Environment

The incumbent will work onsite at the posted location, where a collaborative, innovative culture fosters mentorship and professional growth. Work location is subject to change based on business needs.

Compensation and Benefits Overview

• 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

Equal Opportunity & Belonging

FNBO believes that the quality of our employee experience is at the heart of our customer experience. A key pillar of our intended employee experience is Belonging, which means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized and empowered to be their authentic selves—no matter their role or where they are in their journey.

FNBO is an equal‑opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. FNBO follows federal law regarding the use of marijuana (this applies to all non‑California applicants).

Application Deadline: All job postings will be posted for a minimum of 5 calendar days; postings may come down prior to 5 days based on volume of applicants.