Wealth Advisor for Affluent Clients — Planning, Growth & Fiduciary Guidance

First National Bank; Lincoln (NE); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) with company matching contributions

Tuition Assistance Program

Short-Term and Long-Term Disability Insurance

Job summary

First National Bank in Lincoln, Nebraska is seeking a Sr. Financial Advisor to provide expertise in investment management and financial planning to affluent clients. You'll meet regularly with clients, develop networks, and collaborate with internal bank specialists to offer comprehensive financial solutions.

The ideal candidate will have at least 3 years in financial services, a relevant degree, and necessary licenses. Strong communication skills and a proven sales track record are crucial for success in this rewarding role.

Qualifications

• Minimum 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations (or Series 63 & 65) required.
• Strong knowledge of the finance industry and the local, state, national, and global economy.

Responsibilities

• Serve as an advisor to affluent clients with sophisticated investment needs.
• Meet regularly with clients to assess their financial situation and determine investment objectives.
• Develop networks with third-party referral sources to generate new business.

Skills

Investment advice

Client relationship management

Sales skills

Communication

Education

Bachelor’s degree in Business Administration

Job description

First National Bank in Lincoln, Nebraska is seeking a Sr. Financial Advisor to provide expertise in investment management and financial planning to affluent clients. You'll meet regularly with clients, develop networks, and collaborate with internal bank specialists to offer comprehensive financial solutions.

The ideal candidate will have at least 3 years in financial services, a relevant degree, and necessary licenses. Strong communication skills and a proven sales track record are crucial for success in this rewarding role.