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Senior Investments & Planning Advisor
Job in
DeKalb, DeKalb County, Illinois, 60115, USA
Listed on 2026-07-14
Listing for:
First National Bank of Omaha
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
First National Bank of Omaha is seeking a Sr. Associate, Investments and Planning to advise affluent clients across channels in investment management, fiduciary guidance, and comprehensive financial planning.
The role involves meeting clients to assess their financials, objectives and risk tolerance, and building networks with referral sources to provide a full suite of brokerage and planning services.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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