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Client Advocate — Hybrid Front‑Line Support for Advisors
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-08-08
Listing for:
Avior Wealth Management LLC
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Avior Wealth Management LLC is seeking a Client Advocate in Omaha, NE to join a dynamic wealth management team. This full-time, hybrid role supports financial advisors and tax preparers by preparing materials, resolving client inquiries, and ensuring smooth day-to-day operations.
The ideal candidate holds a finance-related bachelor's degree with 1–3 years in financial services, strong communication, multitasking, and organizational skills, plus proficiency in Microsoft Office.
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