Sr. Financial Advisor

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

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.