Sr. Financial Advisor

First National Bank of Omaha

Kansas City, MO, United States
Onsite
Investment management advisory
Client relationship management
Business development with referral sources
First National Bank of Omaha is seeking a Sr. Financial Advisor in Kansas City, MO, to provide comprehensive financial planning and investment management services to affluent clients. The ideal candidate will possess relevant financial certifications, a strong background in business development, and a commitment to exceptional client service

Job Summary

  • The Sr. Associate, Investments and Planning is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.
  • Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish.
  • We offer a variety of benefits designed to keep you and your family physically and financially healthy including medical, dental, vision insurance, 401k with matching contributions, and tuition assistance.

Matching Summary

Match Score: 85

First National Bank of Omaha is seeking a Sr. Financial Advisor in Kansas City, MO, to provide comprehensive financial planning and investment management services to affluent clients. The ideal candidate will possess relevant financial certifications, a strong background in business development, and a commitment to exceptional client service.

Skills & Requirements

Must-have

  • Investment management advisory
  • Client relationship management
  • Business development with referral sources
  • Collaborative teamwork environment
  • Financial planning and asset management

Nice-to-have

  • Strong verbal and written communication
  • Ability to listen attentively to client needs
  • Flexibility to meet outside normal business hours
  • Knowledge of local and global economy
  • Customer experience focus

Key Requirements

  • Bachelor’s degree or equivalent experience
  • 3 years investment or financial services experience
  • FINRA Series 7 and 66 (or Series 63 & 65) registrations
  • State Life, Accident & Health and Variable Contract insurance licenses
  • Unrestricted work authorization without sponsorship

Work Rights

Unrestricted work authorization required; no future sponsorship

Tailored Resume

Cover Letter