First National Bank of Omaha is seeking a Sr. Financial Advisor to provide comprehensive financial planning and investment management services to affluent clients. The ideal candidate will possess relevant financial industry experience, necessary certifications, and strong relationship management skills, all within an onsite collaborative environment
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 to provide comprehensive financial planning and investment management services to affluent clients. The ideal candidate will possess relevant financial industry experience, necessary certifications, and strong relationship management skills, all within an onsite collaborative environment.
Skills & Requirements
Must-have
Investment management advisory
Client relationship management
Business development with referral sources
Collaborative team environment
Fiduciary standards adherence
Nice-to-have
Strong verbal and written communication
Knowledge of local and global economy
Flexibility for client meetings outside business hours
Customer experience focus
Mentorship and innovation culture
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