UNKNOWN

FEED

The Customer Success Manager will serve as the primary point of contact for active financial advisors and their teams, helping drive product adoption, strengthen relationships, identify growth opportunities, and keep deals moving through the pipeline. The ideal candidate is a strong relationship manager and problem solver who can build credibility with financial advisors while also digging into the details to identify risks, resolve issues, and make sure opportunities do not stall.

Claire Myers Consulting

Customer Success Manager

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Bank of America

Merrill Wealth Management Client Associate - Advisor Development Program: Mountains Plains

3-5 years of field experience selling needs‑based insurance and financial products, including underwritten Life, Disability Income (DI), Long‑Term Care (LTC), and Annuities. If you thrive in a fast-paced, people-focused environment and are passionate about developing talent, this is your chance to make a real impact-on careers, on clients, and on your own professional growth.

YEAR

Mutual of Omaha is a solid, family-oriented company that&rsquo;s reliable, trustworthy, knowledgeable and caring. We are a full-service, multi-line provider of insurance and financial service products for individuals, businesses and groups throughout the United States. We are committed to providing outstanding service to our policyholders and our dedication to customer service is the cornerstone of our vision and values.
Mission:
Our mission we help our customers protect what they care about and achieve their financial goals.
Vision:
For every customer a financial future imagined, planned, and secured.
Values: 
1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness.
Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. FINRA (www.finra.org)/ SIPC (www.sipc.org). Home Office Address: Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates, Mutual of Omaha Plaza, Omaha, NE 68175. Mutual of Omaha Insurance Company is licensed nationwide. E ach underwriting company is responsible for its own contractual and financial obligations. AFN46357
Specialties
Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, 401k, Career Opportunities, Employee Benefits, Financial Advisors

Mutual of Omaha Insurance Company

Advisor Sales Manager- Denver, CO

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Morgan Stanley

Private Wealth Management Investment Consultant - Relationship Manager

FULL_TIME

We are committed to fostering an environment in which each employee can contribute creative ideas, face challenges, assume leadership roles, and continue to meet and exceed both business and personal goals. Recruitment Management: Oversee the entire recruitment process, including sourcing candidates, screening, conducting first interviews, administering screening tools, and guiding candidates through the selection process.

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