Senior Wealth Advisor for Affluent Clients

Fnbo---First-National-Bank-of-Omaha-1

Lincoln, NE

JOB DETAILS
SKILLS
Business Development, Fiduciary, Financial Analysis, Financial Planning, Financial Services, Insurance, Investment Management, Relationship Management, Risk, Sales Management
LOCATION
Lincoln, NE
POSTED
Today

FNBO is seeking a Senior Financial Advisor to guide affluent clients across multiple channels with investment management, fiduciary advice, and full financial planning. You will meet clients regularly to assess their financial situations, determine investment objectives, and align risk tolerance with personalized plans.Ideal candidates hold a bachelor's degree, 3+ years in financial services, FINRA licenses, and insurance licenses, with proven business development and relationship management#J-18808-Ljbffr

About the Company

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Fnbo---First-National-Bank-of-Omaha-1