Top 567 Advisor i Jobs in Omaha Ne

Client Service Associate
Mariner Wealth Advisors —Omaha, NE
- $58,700 - $67,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
Training Event Specialist
Kiewit Corporation —Omaha, NE
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
Advisor I
University of Nebraska at Omaha —Omaha, NE
- $46,200 - $48,000 a year
- Weekends as needed
- Pass drug screening
- Mid-level
- Master's degree
2d
Shift Manager/Service Advisor 2nd Shift
Buchanan Service Center —Omaha, NE
- From $22 an hour
- Full-time
- Background check
- Clean driving record
- Dealership
- Health insurance
- Dental insurance
Quick Apply
4d
Senior HR Specialist
Detego Health —Omaha, NE
- $85,000 - $125,000 a year
- Full-time
- Background check
- 5 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Life Insurance Wholesale
Insurance Agency Marketing Services, Inc —Omaha, NE
- From $75,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health savings account
- Paid holidays
Quick Apply
Automotive Express Service Advisor - CDJR
Woodhouse Auto Family —Blair, NE
- $15 an hour
- Full-time
- Background check
- 18 years or older
- Clean driving record
- Paid training
- Health savings account
Quick Apply
HVAC Service Technician ($25 to $32/HR)
Burton AC Heating Plumbing and More —Omaha, NE
- $25 - $32 an hour
- Pass drug screening
- Mid-level
- Residential
- Health savings account
- Paid holidays
Quick Apply
Chief Financial Officer (CFO)
The American Fence Company —La Vista, NE
- $125,000 - $175,000 a year
- Full-time
- CPA
- Office
- Finance
- Paid holidays
- Disability insurance
Quick Apply
5d
Certified Financial Planner
Ellerbrock-Norris —Omaha, NE
- $85,000 - $175,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
4d
Compounding Coordinator
Cohere Beauty Omaha Inc —Omaha, NE
- $20 - $24 an hour
- Monday to Friday
- Mid-level
- High school diploma or GED
- Math
Quick Apply
8d
Sales Executive - Patient Monitoring
Draeger, Inc. —Omaha, NE
- $90,000 a year
- Remote
- Acute care
- Hospital
- Bachelor's degree
- Free parking
- Paid holidays
Automotive Express Service Technician - Ford
Woodhouse Auto Family —Blair, NE
- $17 - $20 an hour
- Full-time
- Background check
- 18 years or older
- Clean driving record
- Paid training
- Health savings account
Quick Apply
Beauty Advisor Inside Sales Sally Beauty 00552
Sally Beauty Supply LLC —Omaha, NE
- From $15 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- US work authorization
- Health insurance
- Dental insurance
Custom Applicator
Dakota Legacy Advisors —Neola, IA
- $20 - $24 an hour
- Full-time
- Background check
- CDL A
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
4d
Security Sales Consultant
SEi —Omaha, NE
- Weekends as needed
- Background check
- Pass drug screening
- Mid-level
Quick Apply
Financial Advisor
Edward Jones —Omaha, NE
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
5d
Tax Expert - Expert Center (Midwest)
Intuit —Omaha, NE
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
3d
Sales and Operations Advisor
DriveTime Car Sales, LLC —Council Bluffs, IA
- Full-time
- Background check
- 18 years or older
- Clean driving record
- Wellness program
- Disability insurance
Quick Apply
9d
Business Technology Sales Supervisor
All Copy Products —Omaha, NE
- $90,000 - $250,000 a year
- Azure
- 5 years
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply

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advisor i jobs near omaha ne

Client Service Associate

Mariner Wealth Advisors -
Omaha, NE

Apply Now

Job Details

Full-time
$58,700 - $67,000 a year

Qualifications

High school diploma or GED

Full Job Description

Location

Omaha, NE

Address

Omaha, Nebraska

Employment Type

Full time

Location Type

On-site

Department

Wealth

Compensation

$58.7K – $67K • Offers Bonus

Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.

Responsibilities

Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
Perform other duties as assigned

Qualifications

High school diploma required; bachelor’s degree preferred
Financial services experience or applicable internship experience
Wealth management experience a plus

Skills and Knowledge

Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
Experience with eMoney a plus
Positive attitude toward client relations to provide exceptional, proactive client service
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Strong verbal and written communication skills are essential to effective client relationships
Highly organized with strong analytical skills
Able to work in a team environment

#LI-NP1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $58.7K - $67K

Apply Now

Refine Your Search

advisor i jobs in omaha ne

Client Service Associate

Training Event Specialist

Advisor I

Shift Manager/Service Advisor 2nd Shift

Senior HR Specialist

Life Insurance Wholesale

Automotive Express Service Advisor - CDJR

HVAC Service Technician ($25 to $32/HR)

Chief Financial Officer (CFO)

Certified Financial Planner

Compounding Coordinator

Sales Executive - Patient Monitoring

Automotive Express Service Technician - Ford

Beauty Advisor Inside Sales Sally Beauty 00552

Custom Applicator

Security Sales Consultant

Financial Advisor

Tax Expert - Expert Center (Midwest)

Sales and Operations Advisor

Business Technology Sales Supervisor

I want to receive the latest job alert for advisor i in omaha ne

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