UHNW Wealth Strategy Advisor

First National Bank of Omaha; Denver (CO); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

HSA/Dependent Care

Job summary

First National Bank of Omaha seeks a Private Wealth Advisor to serve ultra-affluent clients, guiding long-term planning, investment advice, and wealth management in a team-driven environment. You will help families and business owners across life stages with personalized education and solutions.

Ideal candidates bring 10+ years in wealth management, strong relationship skills and the ability to present complex strategies confidently to executive-level clients.

Qualifications

• Bachelor's degree required with MBA helpful.
• Significant experience in wealth management and advisory.
• Strong ability to build and manage relationships with ultra-affluent clients.

Responsibilities

• Advise ultra-affluent clients to build, grow and preserve wealth.
• Lead a team-based approach with trust, planning and investment partners.
• Provide holistic education, guidance and solutions aligned with fiduciary standards.

Skills

Communication

Networking

Relationship management

Sales skills

Presentation skills

Education

Bachelor's degree

MBA

Job description

First National Bank of Omaha seeks a Private Wealth Advisor to serve ultra-affluent clients, guiding long-term planning, investment advice, and wealth management in a team-driven environment. You will help families and business owners across life stages with personalized education and solutions.

Ideal candidates bring 10+ years in wealth management, strong relationship skills and the ability to present complex strategies confidently to executive-level clients.