NewInvestment Advisor Lutz and Company PCInvestment AdvisorOmaha, NEAs 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.
Tax Advisor Revolution Group, LLCTax AdvisorOmaha, NEOur 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. We built this role around a consistent 40–45 hour week, all year long, with a deliberately curated client base (a mix of 1040s, S-corps, trusts, and LLCs) — a small fraction of what a typical tax manager carries elsewhere.
Financial Advisor - Relationship Manager Revolution Group, LLCFinancial Advisor - Relationship ManagerOmaha, NEOur 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 Relationship Manager to support and strengthen existing client relationships within a collaborative, team-based advisory model.
Financial Advisor Northwestern MutualFinancial AdvisorColumbus, Nebraska$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Investment Specialist - Remote Bank of MontrealInvestment Specialist - RemoteNERemote$41,714–$77,500 / yearInquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. Support service requests based on investment solutions from a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance).
J.P. Morgan Wealth Management - Private Client Advisor - Omaha, NE JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Omaha, NEOmaha, NEUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Lincoln, NE (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lincoln, NE (area)Lincoln, NEUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Omaha, NE JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Omaha, NEOmaha, NEFull timeUsing 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.
Managing Director | Investment Banking Bridgepoint Investment BankingManaging Director | Investment BankingOmaha, NEAt Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Dallas, Chicago, Lincoln, and New York.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteNERemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. 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.
Consumer Investments Performance Manager Bank of AmericaConsumer Investments Performance ManagerLincoln, NebraskaUS - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541). We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Mountain Plains MarketOmaha, NebraskaUS - CO - Aspen - 301 E Hopkins Ave - Aspen Colorado (CO9922), US - CO - Boulder - 921 WALNUT ST (CO9921), US - CO - Colorado Springs - 90 S CASCADE AVE - PALMER CENTER (CO9090), US - CO - Denver - 370 17TH ST - REPUBLIC PLAZA (CO1004), US - CO - Fort Collins - 2950 E Harmony Rd (CO9560), US - CO - Grand Junction - 123 N 7TH ST (CO9123). Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Virtual Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncVirtual Financial Advisor - PNC Wealth ManagementNEIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorLincoln, NEFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Financial Solutions Advisor - Sterling Pointe Financial Center Bank of AmericaFinancial Solutions Advisor - Sterling Pointe Financial CenterLincoln, NebraskaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Franchise Advisor SidekickFranchise AdvisorOmaha, NebraskaA 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.
Wealth Advisor Focus Financial PartnersWealth AdvisorOmaha, NebraskaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set.
Senior Wealth Management Advisor LutzSenior Wealth Management AdvisorOmaha, NebraskaThis 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.
Sr. Financial Advisor First National Bank of OmahaSr. Financial AdvisorNEFinancial 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.
NewFranchise Advisor Franchise SidekickFranchise AdvisorOmaha, NE$150,000–$250,000 / yearA 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. This Role Might Be a Good Fit For You If: Have worked in franchise development, business consulting, corporate B2B sales, or other client-facing role and know how to build trust and influence high-stakes decisions.
Wealth Advisor Associated Banc-CorpWealth AdvisorOmaha, NE$131,460–$225,360 / yearServe as the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial success. You'll lead client relationships end-to-end, partnering with internal specialists to provide integrated solutions across investments, banking, and trust services.
Associate WM Advisor-Norfolk Main U.S. BancorpAssociate WM Advisor-Norfolk MainNorfolk, NE$65,000–$80,200 / yearDevelops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor - Omaha, NE Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Omaha, NEOmaha, NE$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
NewAssociate Wealth Management Advisor - Norfolk Main U.S. BankAssociate Wealth Management Advisor - Norfolk MainNorfolk, NebraskaDevelops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect’s investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. - Proficient with various computer software programs including Microsoft Office, and have the ability to use recommended desktop planning tools and processes If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .
Wealth Management Advisor - Omaha, NE TIAAWealth Management Advisor - Omaha, NEOmaha, NebraskaSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
NewWealth Advisor Focus Partners WealthWealth AdvisorOmaha, NE$125,000–$145,000 / yearSome travel may be requiredBusiness DevelopmentConsistently meets and exceeds revenue and growth goalsDevelops multiple Centers of Influences which are active client referral sourcesAbility to develop new business independently and in a team environmentManage individual and team prospect pipeline, including the onboarding of new clientsQualificationsBachelor's Degree7+ years of advisory experience in the wealth management industryCFP® or equivalent (ChFC or CPA + PFS) requiredProven Business Development SkillsetMastery of investment strategies, risk management, tax planning, and estate planningProven experience in financial analysis, modeling, and strategic planningStrong interpersonal communication skills: with the ability to explain complex financial concepts to clientsTeam-oriented approachKnowledge of financial services industry, financial products, and financial planning conceptsClean U4This is an exempt position. Assist with client billing reviews to ensure fees are collected in a timely mannerConsistently document client interactions and manage follow-up using the client relationship management (CRM) platform.
Director, Senior Wealth Advisor First WesternDirector, Senior Wealth AdvisorCherry Creek, CO$166,000–$249,000 / yearThe Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight.
Advisor Support Representative OsaicAdvisor Support RepresentativeLa Vista, NE$45,000–$55,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Advisor Support Representative Osaic IncAdvisor Support RepresentativeLa Vista, NE$53,000–$55,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Private Wealth Advisor U.S. BancorpPrivate Wealth AdvisorOmaha, NE$124,695–$146,700 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
NewWealth Advisor, Schwab Wealth Advisory Charles SchwabWealth Advisor, Schwab Wealth AdvisoryOmaha, NEWhat you haveRequired QualificationsBachelor's degreeActive FINRA Series 7 license(May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)Active FINRA Series 66 license(May be obtained within the first 120 days)Three or more years advisory experience, including creating and customizing financial plans and portfolios for clientsFive or more years in the financial services industry working directly with clientsPreferred QualificationsCFP or CFASuperior relationship management and client retention experiencePolished interpersonal, communication and presentation skills, attention to detailIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.
NewWealth Advisor Fiduciary Guidance & Client Growth Charles SchwabWealth Advisor Fiduciary Guidance & Client GrowthOmaha, NEYou will work directly with clients, delivering tailored investment solutions while ensuring a premier client experience. This role emphasizes client relationships, personalized financial planning, and advisory services.
Education Consultant and Wealth Advisor Hub International InsuranceEducation Consultant and Wealth AdvisorOmaha, NebraskaWhen you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer, utilize one-on-one meetings, webinars, workshops, group meetings, and newsletters to deliver educational programming.
Education Consultant and Wealth Advisor Hub International LtdEducation Consultant and Wealth AdvisorOmaha, NEProvide ongoing legislative and regulatory updates to clients and participants in preparation for reviews Manage relationships with strategic partners and vendors Manage communication between the client and internal teams to support existing processes Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer, utilize one-on-one meetings, webinars, workshops, group meetings, and newsletters to deliver educational programming Track meeting activity and wealth management lead pipeline for annual client reviews. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team at HUBRecruiting@hubinternational.com.
Private Wealth Advisor U.S. BankPrivate Wealth AdvisorOmaha, NebraskaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Product Management - Advisor Fiserv IncProduct Management - AdvisorLincoln, NEYou will work closely with customers, engineering, sales, marketing, and support teams to identify market opportunities, prioritize requirements, and deliver solutions that strengthen customer satisfaction, product adoption, and revenue growth. Support cross-functional execution to ensure product enhancements, integrations, and releases are delivered with clear requirements and measurable outcomes.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateOmaha, NE$54,000–$65,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service Advocate Axos BankClient Service AdvocateOmaha, NebraskaResponsibilities: Act as a primary contact for supported Firms, using working knowledge of RIA and Broker Dealer operations to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate Actions, ACATS (Automated Customer Account Transfer Service), Money Movement, and Tax Reporting. The Client Service Advocate (CSA) at Axos Securities supports Registered Investment Advisor (RIA) and Broker Dealer clients by delivering high-quality service and operational assistance.
Tax Manager Revolution Group, LLCTax ManagerOmaha, NEOur 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. We built this role around a consistent 40–45 hour week, all year long, with a deliberately curated client base (a mix of 1040s, S-corps, trusts, and LLCs) — a small fraction of what a typical tax manager carries elsewhere.
MOIS Rep Support Analyst - Omaha, NE (Hybrid) Careers Mutual Of OmahaMOIS Rep Support Analyst - Omaha, NE (Hybrid)NebraskaProvides service and support for distribution channels, responding to questions regarding products and processes, trouble-shooting error situations as needed to ensure producers have the support necessary to maintain strong relationships with their clients. Registration as a FINRA General Securities Representative AND as a FINRA General Securities Principal within the shorter timeframe of 120 days or after three attempts at the Series 7 exam; and Series 24 Exam.
Tributary Capital Management: Trading/Operations Associate First National Bank of OmahaTributary Capital Management: Trading/Operations AssociateOmaha, NebraskaTrading: Provide timely and accurate equity trading for Tributary client accounts across various platforms utilizing Advent’s Moxy Trade Order Management System and various client directed trading platforms. Primary duties include implementation of Portfolio Manager directed equity trades in client accounts, as well as investing or raising funds as needed to satisfy individual client needs.
Tributary Capital Management - Equity Analyst II First National Bank of OmahaTributary Capital Management - Equity Analyst IIOmaha, NE$89,828–$148,215 / yearThis individual will be responsible for identifying and proposing new ideas for inclusion in our Small and Small/Mid Cap investment strategies, as well as providing coverage of existing holdings within assigned market sectors. 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.
IA Compliance Policies, Procedures and Testing Manager Osaic IncIA Compliance Policies, Procedures and Testing ManagerLa Vista, NE$125,000–$135,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: IA Compliance Policies, Procedures and Testing Manager will be responsible for oversight and execution of the Firm's RIA Compliance Program which includes but is not limited to ongoing administration, new policy formulation, risk assessment, testing and regulatory filings.
Sr. Banker (Schwab Wealth Advisory) The Charles Schwab CorpSr. Banker (Schwab Wealth Advisory)Omaha, NEMaintain full awareness of status for all Schwab Wealth Advisory banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Schwab Wealth Advisory clients.
Senior Auditor Broker Dealer/Asset Management The Charles Schwab CorpSenior Auditor Broker Dealer/Asset ManagementOmaha, NEThe team's scope includes audit execution and oversight for Schwab's: (i) client-facing activities supporting retail investors and independent investment advisors on Schwab's platform and their clients; (ii) client product solutions and market expertise; (iii) portfolio advisory services and research; (iv) asset management functions; (v) corporate client services, including stock plan services, retirement plan services, and compliance and employee trade monitoring solutions; and (vi) middle and back office operational functions. Our Opportunity: The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled, and to challenge Executive Management to improve the efficiency of governance processes, risk management, and internal controls.
Regional Supervision Director Osaic IncRegional Supervision DirectorLa Vista, NE$93,000–$99,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Engage in Supervisory Office Visits with assigned OSJ Managers to promote company supervisory practices, follow up on branch exam findings, and proactively address potential compliance issues to minimize risk to the Financial Professional, the OSJ, and the firm.
Regional Supervision Director OsaicRegional Supervision DirectorLa Vista, NE$80,000–$86,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Engage in Supervisory Office Visits with assigned OSJ Managers to promote company supervisory practices, follow up on branch exam findings, and proactively address potential compliance issues to minimize risk to the Financial Professional, the OSJ, and the firm.
Wealth Management Consultant Royal Bank of CanadaWealth Management ConsultantOmaha, NE$90,000–$160,000 / yearCommunication, Critical Thinking, Decision Making, Detail-Oriented, Fiduciary Management, Group Problem Solving, Interpersonal Relationships, Investment Consulting, Investment Management, Investment Performance Measurement, Private Banking, Results-Oriented, Trusts and Estate Planning. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
NewAssociate, Banking Operations The Charles Schwab CorpAssociate, Banking OperationsOmaha, NEYou will be on the front line for internal partners and external clients, and provide "best in class" service by: Effectively managing and evaluating risk when reviewing client account money movement requests including but not limited to internal transfers, AS Management Fees, ACH, SIMPLE IRA disbursements, checks, and domestic wires. As a Move Money Solutions Associate, you will promote client and Investment Advisor loyalty by providing the highest quality support to our internal and external customers via internal system transactions as well as outbound phone calls relating to the movement of funds.
Senior Financial Analyst BryanLGH Medical CenterSenior Financial AnalystLincoln, NEServes as the direct contact for all department manager needs regarding the labor productivity and external benchmarking systems including onboarding and education of new managers; timely dissemination and interpretation of reports; assisting with researching variances to determine root causality; and assisting with creating processes to reduce and resolve inconsistencies. *Prepares monthly, quarterly, and annual financial statements, in accordance with Generally Accepted Accounting Principles (GAAP), accurately and on time, including detailed review and analysis for major balance sheet and income statement accounts for all entities within Bryan Health.