UHNW Financial Planning Director

FNBO - First National Bank of Omaha; Omaha (NE); Sur place; USD 108 000 - 183 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision Insurance

401k with Matching Contributions

Tuition Assistance

Résumé du poste

FNBO - First National Bank of Omaha is seeking an experienced Financial Planner to work with ultra-high net worth clients. You will collect data, build comprehensive plans in eMoney, and present tailored recommendations.

You will coordinate with advisors, maintain files, and ensure Salesforce documentation is complete and compliant. The role demands at least 5+ years in financial planning, CFP status or pursuit, and strong analytical, communication, and presentation skills.

Qualifications

• Bachelor’s degree in Business Administration or related field is required.
• Certified Financial Planner (CFP) designation or path to achieve CFP designation.
• 5+ years of experience in financial planning.
• Experience with eMoney financial planning software.

Responsabilités

• Lead and attend customer meetings around financial planning process and goal selection.
• Gather and interpret client income, expenses, investments, insurance, tax and estate documents.
• Input data into financial planning software (eMoney) and ensure plan projections are accurate.
• Develop recommendations to improve client financial well-being and present solutions.
• Maintain client files and document follow-up actions in Salesforce and other systems.
• Collaborate with Financial Advisors and Advisors Associates to deliver planning services.
• Ensure compliance with bank policies, laws, regulations, and BSA/AML program.

Connaissances

Attention to detail

Analytical skills

Communication

Presentation skills

Independent work

Team collaboration

Formation

Bachelor’s degree in Business Administration or related field

Certified Financial Planner (CFP) designation or plan to achieve

Outils

eMoney

Salesforce

Description du poste

FNBO - First National Bank of Omaha is seeking an experienced Financial Planner to work with ultra-high net worth clients. You will collect data, build comprehensive plans in eMoney, and present tailored recommendations.

You will coordinate with advisors, maintain files, and ensure Salesforce documentation is complete and compliant. The role demands at least 5+ years in financial planning, CFP status or pursuit, and strong analytical, communication, and presentation skills.