UHNW Private Wealth Advisor

First National Bank of Omaha; Kansas City (MO); On-site; USD 124,000 - 211,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with matching

Time Off Programs

Professional growth opportunities

Tuition Assistance

Job summary

First National Bank of Omaha (FNBO) seeks an UHNW Financial Advisor to serve ultra-affluent clients, building, growing, and preserving wealth with a dedicated team of experts. The role emphasizes personalized education, education, guidance, and solutions across investment management, trusts, estate planning, and business succession planning.

The ideal candidate has 10+ years in wealth management, a strong track record in business development, and the ability to engage ultra-affluent clients with

Qualifications

• Bachelor's degree required; MBA preferred, with 10+ years in Wealth Management.
• Deep expertise in Investment Management, Trust, Estate Planning, or Business Succession Planning.
• Proven track record in business development and relationship management.
• Ability to provide investment advice to highly complex client relationships.
• Ability to work collaboratively within a team environment.
• Strong knowledge of the finance industry and the economy at multiple levels.
• Exceptional listening skills to understand client needs and deliver solutions.
• Excellent communication with ultra-affluent clients and executive presence.

Responsibilities

• Drive new client acquisition through strategic networking, partnerships and referrals.
• Develop and execute a business development plan to grow client base and expand existing relationships.
• Participate in industry events, conferences, and thought leadership initiatives to raise profile and attract new business.
• Leverage internal and external centers of influence to identify new UHNW prospects.
• Maintain a robust pipeline of qualified leads and conduct regular follow-up to convert opportunities into long-term relationships.
• Develop and maintain long-term trusted advisor relationships with UHNW clients through exceptional service, proactive communication and deep understanding of their financial needs.
• Broaden the scope of client relationships through a focused and deep understanding of individual client needs while maintaining a commitment to fiduciary standard.
• Engage with internal and external sources to support the needs of the client while delivering results aligned to the organizational goals and profitability objectives.
• Ability to adapt to changing market conditions and circumstances
• Provide personalized education, advice, guidance and solutions using an integrated delivery approach to include investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services.

Skills

Business development

Relationship management

Investment guidance

Team collaboration

Education

Bachelor's degree

MBA preferred

Job description

First National Bank of Omaha (FNBO) seeks an UHNW Financial Advisor to serve ultra-affluent clients, building, growing, and preserving wealth with a dedicated team of experts. The role emphasizes personalized education, education, guidance, and solutions across investment management, trusts, estate planning, and business succession planning.

The ideal candidate has 10+ years in wealth management, a strong track record in business development, and the ability to engage ultra-affluent clients with