Sr. Financial Advisor

First National Bank; Lincoln (NE); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) with company matching contributions

Tuition Assistance Program

Short-Term and Long-Term Disability Insurance

Job summary

First National Bank in Lincoln, Nebraska is seeking a Sr. Financial Advisor to provide expertise in investment management and financial planning to affluent clients. You'll meet regularly with clients, develop networks, and collaborate with internal bank specialists to offer comprehensive financial solutions.

The ideal candidate will have at least 3 years in financial services, a relevant degree, and necessary licenses. Strong communication skills and a proven sales track record are crucial for success in this rewarding role.

Qualifications

• Minimum 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations (or Series 63 & 65) required.
• Strong knowledge of the finance industry and the local, state, national, and global economy.

Responsibilities

• Serve as an advisor to affluent clients with sophisticated investment needs.
• Meet regularly with clients to assess their financial situation and determine investment objectives.
• Develop networks with third-party referral sources to generate new business.

Skills

Investment advice

Client relationship management

Sales skills

Communication

Education

Bachelor’s degree in Business Administration

Job description

Summary of the Job: The Sr. 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.

Responsibilities

• Serve as an advisor to affluent clients with sophisticated investment needs.
• Meet regularly with clients to assess their financial situation, determine investment objectives, and evaluate risk tolerance.
• Develop networks with third‑party referral sources to generate new business.
• Partner with internal bank specialists to provide a full array of expertise to clients.

Qualifications

• Bachelor’s degree in Business Administration, a related field, or equivalent experience.
• Minimum 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations (or Series 63 & 65).
• State Life, Accident & Health and Variable Contract insurance licenses.
• Previous successful business development activities and effective relationship‑management experience.
• Proven track record of originating new business, transitioning existing client books, and growing revenue through targeted prospecting and relationship management.
• Proven sales skills, preferably within the investment industry.
• Ability to provide basic investment advice and guidance to customers while 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.
• Acute listening skills to identify customer needs and deliver comprehensive solutions.
• Confidence in communicating with customers and prospects, demonstrating poise during discussions.
• Exceptional verbal and written communication, including presentations and recommendations.
• Commitment to delivering a customer experience that is helpful, easy, and personal.
• Flexibility to accommodate client meetings outside normal business hours.
• Unrestricted work authorization and no future sponsorship required.

Benefits

• Medical, Dental, and Vision Insurance
• 401(k) with company matching contributions
• Time Off Programs
• Health Savings Account (HSA) / Dependent Care Account
• Employee Banking and Growth Opportunities
• Tuition Assistance Program
• Short‑Term and Long‑Term Disability Insurance

FNBO is an equal‑opportunity employer for all employees and applicants.