Base: $126,830.00-$215,612.00; bonus/equity: not s...
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Wealth management advisory
Team-led client approach
Business development and sales
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First National Bank of Omaha is seeking a Director, Private Wealth Advisor to serve ultra-affluent clients with complex financial needs. The ideal candidate will have extensive experience in wealth management, strong relationship management skills, and the ability to collaborate within a team to deliver holistic financial solutions.
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Job Summary
The Private Wealth Advisor will serve ultra-affluent clients with investible assets over $5 million, providing holistic financial planning and wealth preservation through a dedicated team of experts.
This role requires driving new client acquisition, growing existing relationships, and delivering personalized education, advice, and solutions to improve customers' financial well-being.
FNBO offers a collaborative onsite work environment fostering innovation and mentorship, along with a comprehensive benefits package including medical, dental, vision insurance, 401k with matching, and tuition assistance.
Matching Summary
Match Score: 75
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First National Bank of Omaha is seeking a Director, Private Wealth Advisor to serve ultra-affluent clients with complex financial needs. The ideal candidate will have extensive experience in wealth management, strong relationship management skills, and the ability to collaborate within a team to deliver holistic financial solutions.
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Salary
Base: $126,830.00-$215,612.00; Bonus/Equity: Not specified; Benefits: Medical, Dental, Vision, 401k with matching, Tuition Assistance
Skills & Requirements
Must-have
Wealth management advisory
Team-led client approach
Business development and sales
Investment and fiduciary advice
Complex financial planning
Client relationship management
Nice-to-have
Collaborative team environment
Strong communication skills
Executive presence
Flexibility for client meetings
Customer-centric solutions
Positive workplace culture
Key Requirements
Bachelor’s degree required
10+ years wealth management experience
Experience in investment management or trust services
Business development success
State life, accident & health insurance licenses
Certifications such as CFP, CFA, CPA, or MBA
Unrestricted work authorization without sponsorship