Senior Wealth Advisor Affluent Clients
Job in
Lincoln, Lancaster County, Nebraska, 68511, USA
Listed on 2026-07-16
Listing for:
Fnbo---First-National-Bank-of-Omaha-1
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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