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Jobot

Business & Data Operations, Wealth Management

If you are a highly motivated individual with an active, unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.

HOUR

Intuit

Remote Tax Advisor

TMP PX

Tax Advisor - Remote

FEED

It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem. This is a client-focused delivery role: you will be embedded in engagements as the domain authority who translates deep sector knowledge into business outcomes, working alongside Capgemini delivery teams to drive results for electric utilities.

About Capgemini

A global leader in consulting, technology services and digital transformation, Capgemini is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year heritage and deep industry-specific expertise, Capgemini enables organizations to realize their business ambitions through an array of services from strategy to operations. Capgemini is driven by the conviction that the business value of technology comes from and through people. It is a multicultural company of over 200,000 team members in more than 40 countries. The Group reported 2018 global revenues of EUR 13.2 billion (about $15.6 billion USD at 2018 average rate).

Visit us at www.capgemini.com. People matter, results count.

Capgemini SE

Utilities Industry- Managing Business Advisor

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Business Advisors shape the vision and strategy with the client, understand the needs of the users/stakeholders, carry out an elicitation of processes, data and capabilities and derive the target processes and the business requirements for the current and future solution. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.

Utilities Industry- Senior Business Advisor

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Back to search results Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Boulder, Colorado; Lincoln, Nebraska; Colorado Springs, Colorado; Omaha, Nebraska Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

Bank of America Corp

Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market

Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. At Revolution Group, LLC, we’re looking for a Wealth Advisor to bring new client relationships to the firm and help serve our clients as part of a collaborative, team-based advisory model.

Revolution Group, LLC

Wealth Advisor

Hireclick

At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers. Troubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging resources and collaborating with internal teams.

TRC Talent Solutions

Advisor Support Representative

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As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client's unique goals, whether that's building a secure financial future, managing investments, or designing retirement plans for businesses. Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program.

Lutz and Company PC

Investment Advisor

Enjoy a generous commission schedule with increased earning potential as your business grows, plus opportunities to earn travel incentives and cash bonuses for top performers. Farm Bureau Financial Services is seeking motivated Investment Advisor Representatives (IARs) to join our growing Iowa team.

Farm Bureau Financial Services is looking for people to join our team. Are you interested in running your own business and helping others? As a Farm Bureau agent, you’ll sell insurance products, but being an agent is about so much more – it’s about building relationships and being an advocate for people in your community.
Founded more than 75 years ago, we started off providing insurance for farmers. Today, we help people from all walks of life – rural, urban, and everything in between. We couldn’t be more proud of our heritage and our close relationship with the Farm Bureau federations in the states where we do business. When it comes to protecting livelihoods and futures, we’ve got it covered with a wide variety of property/casualty, life insurance, and financial services products. 
When you make a commitment to be a Farm Bureau agent, we make a commitment to you. We believe that little things make a big difference in your career, and at Farm Bureau, that means deciding on a work schedule that fits your life, new agent financing, marketing support, training and education, cash bonuses, incentive travel, and most importantly, you’ll be backed by a team of talented and supportive individuals who want to see you succeed. 
We invite you to take control of your professional future by visiting beafarmbureauagent.com. Click <a href="http://www.beafarmbureauagent.com/" target="_blank">Get Started</a> and apply today.

Farm Bureau Financial Services

Investment Advisor Representative

All customer personas will be served including: Business Development Activities: Build a pipeline of sales activity through engagement of fnbo banker networks and through outside connections to sign 5-10 new clients per month for merchant services. Customer Personas: The Senior Advisor will manage business development activities matching the skills, knowledge, and experience of the RM to the needs of the customers in their geography framework.

First National Bank of Omaha

Sr. Advisor, Merchant Services Sales

FULL_TIME

Whether you are an experienced financial advisor, insurance professional or someone ready to begin a career in financial services, this opportunity offers a powerful combination: a growing retirement demographic, access to solutions from multiple respected carriers and the training and support to build a meaningful, independent career. American Senior Benefits’ relationships with respected organizations—including the American Legion, AMVETS, the Fraternal Order of Eagles and the Benevolent and Protective Order of Elks —help distinguish us within the communities we serve.

AMERICAN SENIOR BENEFITS LLC

NE-Omaha Retirement Planning Advisor – Financial Services Career

[AW]-iCims

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

Thrivent Financial for Lutherans

Financial Advisor - NE - Omaha

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To meet this moment, we're expanding our existing AI and customer facing teams to include Legal AI Advisors, practicing or former attorneys acting as trusted advisors to lawyers helping them reimagine their workflows, evaluate AI solutions, and successfully integrate them into their day-to-day practice. Legal Engineers partner with lawyers across law firms, corporate legal departments, service providers, and public sector organizations, serving as credible peers and trusted advisors on AI adoption throughout the full customer journey, from first evaluation through everyday use.

Relativity ODA LLC

Legal AI Advisor

A Clear Path For Growth- Every top performing Franchise Advisor is eligible to graduate to our Senior Advisor Program, which allows you to manage a team of your own Advisors and significantly expands earning potential beyond individual sales production. You’ll also serve as a key connector between our clients and our curated list of high-performing franchise brands, and as an active contributor to the continued evolution of our team and systems.

Sidekick

Franchise Advisor

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This opportunity with our client puts you at the center of high-touch relationships, working directly with ultra-high net worth individuals who expect (and appreciate) exceptional service and strategic thinking. This is an ideal role for an experienced Advisor who enjoys working at a high level, values relationships over transactions, and takes pride in delivering an elite client experience.

Lutz

Senior Wealth Management Advisor

Communicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks. Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.

Waverly Advisors

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. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Sr. Financial Advisor

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Omaha, NE

This role combines deep SAP S/4HANA Finance expertise with emerging AI capabilities to identify, design, and implement AI agents that improve financial operations, automate repetitive activities, enhance decision-making, and improve the user experience. What you'll do: Design and implement Agentic AI solutions for SAP Finance processes, enabling AI agents to interpret business context, reason across information, initiate workflows, and support human decision-making.

Fiserv (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry. Fiserv provides integrated technology and services that create value for our clients. Ranked No. 1 on the FinTech 100 international listing of top technology providers to the financial services industry for 6 of the last 7 years, Fiserv drives innovation that transforms experiences for more than 16,000 clients worldwide including banks, credit unions and thrifts, billers, mortgage lenders and leasing companies, brokerage and investment firms and other business clients.To learn more, visit us <a href="http://www.fiserv.com" target="_blank">www.fiserv.com</a>.

Business Advisor Jobs in Omaha, NE

Business & Data Operations, Wealth Management Jobot

Remote Tax Advisor Intuit

Tax Advisor - Remote Intuit

Utilities Industry- Managing Business Advisor Capgemini SE

Utilities Industry- Senior Business Advisor Capgemini SE

Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Bank of America Corp

Wealth Advisor Revolution Group, LLC

Advisor Support Representative TRC Talent Solutions

Investment Advisor Lutz and Company PC

Investment Advisor Representative Farm Bureau Financial Services

Sr. Advisor, Merchant Services Sales First National Bank of Omaha

NE-Omaha Retirement Planning Advisor – Financial Services Career AMERICAN SENIOR BENEFITS LLC

Financial Advisor - NE - Omaha Thrivent Financial for Lutherans

Legal AI Advisor Relativity ODA LLC

Franchise Advisor Sidekick

Senior Wealth Management Advisor Lutz

Wealth Advisor Waverly Advisors

Sr. Financial Advisor First National Bank of Omaha

J.P. Morgan Wealth Management - Private Client Advisor - Omaha, NE JPMorgan Chase & Co

SAP FICO Architecture Advisor II Fiserv Inc

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