The Sr. Financial Advisor position at First National Bank of Omaha in Kearney, NE, seeks an experienced financial professional to provide investment management and financial planning services to affluent clients. The ideal candidate should have relevant qualifications, including a bachelor's degree and FINRA registrations, along with a proven track record in business development and relationship management
Job Summary
The Sr. Financial Advisor 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.
Develops networks with third party referral sources to develop new business and partners with internal bank specialists to provide a full array of expertise to clients.
We offer a variety of benefits designed to keep you and your family physically and financially healthy, including Medical, Dental, Vision Insurance and 401k with matching contributions.
Matching Summary
Match Score: 85
The Sr. Financial Advisor position at First National Bank of Omaha in Kearney, NE, seeks an experienced financial professional to provide investment management and financial planning services to affluent clients. The ideal candidate should have relevant qualifications, including a bachelor's degree and FINRA registrations, along with a proven track record in business development and relationship management.
Skills & Requirements
Must-have
Investment management
Fiduciary advice
Business development
Relationship management
Nice-to-have
Collaborative team environment
Customer experience focus
Flexible schedule
Key Requirements
Bachelor's degree or equivalent experience
3 years of experience in financial services
FINRA Series 7 and 66 registrations
State Life, Accident & Health and Variable Contract licenses