UHNW Wealth Advisor — Family Office Team Leader

First National Bank of Omaha; Omaha (NE); Sur place; USD 115 000 - 175 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

HSA/FSA

Tuition Assistance

Short/Long-Term Disability Insurance

Employee Banking

Growth Opportunities

Résumé du poste

First National Bank of Omaha seeks a Private Wealth Advisor to serve ultra-affluent clients with sophisticated needs, delivering investment guidance, financial planning and fiduciary services through a dedicated team.

You will collaborate across Investment, Trust and Planning groups to identify holistic solutions and grow multi-generational wealth, while maintaining outstanding client service and professional presence.

Qualifications

• Bachelor's degree required; MBA helpful.
• Specialized depth/breadth in Wealth Management (Investment Management, Trust, Estate Planning or Business Succession).
• 10+ years of experience in Wealth Management.
• Proven business development and relationship management experience.
• Ability to provide investment guidance to highly complex relationships.
• Strong teamwork and collaboration within a multi-disciplinary group.
• Excellent communication and listening skills; executive presence.

Responsabilités

• Leads long-term planning and investment advice for ultra-affluent clients with a team of experts.
• Grow and retain Wealth Management relationships and meet business profitability goals.
• Drive new client acquisition through targeted prospecting, referrals, and strategic partnerships.
• Deliver comprehensive financial education, guidance and solutions across investment, fiduciary, and planning services.

Connaissances

Wealth management

Investment advice

Relationship management

Team collaboration

Formation

Bachelor's degree

MBA helpful

Description du poste

First National Bank of Omaha seeks a Private Wealth Advisor to serve ultra-affluent clients with sophisticated needs, delivering investment guidance, financial planning and fiduciary services through a dedicated team.

You will collaborate across Investment, Trust and Planning groups to identify holistic solutions and grow multi-generational wealth, while maintaining outstanding client service and professional presence.