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Wealth Advisor | Strategic Planning & Client
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is looking for a candidate to empower clients through personalized financial planning. This role requires a Bachelor's degree, active FINRA Series 7 and 66 licenses, and significant advisory experience. The ideal candidate will demonstrate superior relationship management and client retention skills. This position emphasizes collaborative work on-site in Omaha, Nebraska, and offers a competitive benefits package including a 401(k) plan, tuition reimbursement, and paid parental leave.
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