Top 30 Financial advisor Jobs in Fremont, Ne

Financial Advisor
Thrivent —Omaha, NE
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Math
- Paid training
- Health savings account
Quick Apply
Entry Level Financial Professional
Equitable Advisors —Omaha, NE
- $31,500 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Consultant
WealthBridge Financial Group —Gretna, NE
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Financial Planner + Fast-Paced + Omaha
Lutz and Company —Omaha, NE
- $80,000 - $125,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (NE)
Bankers Life —Omaha, NE
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Private Wealth Advisor
U.S. Bank National Association —Omaha, NE
- $124,695 - $161,370 a year
- Full-time
- 8 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market
Bank of America —Omaha, NE
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Managing Director
WealthBridge Financial Group —Fremont, NE
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Consultant
Royal Bank of Canada —Omaha, NE
- $90,000 - $160,000 a year
- Full-time
- 7 years
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
PWM Wealth Strategist
U.S. Bank National Association —Omaha, NE
- $159,970 - $188,200 a year
- Full-time
- CPA
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
2d
AVP, Business Development
Carson Group —Omaha, NE
- $75,400 - $250,000 a year
- Weekends as needed
- Remote
- Mid-level
- 3 years
- Business development
- Health savings account
- AD&D insurance
Voya Finanical Advisors Omaha
Voya Financial Advisors —Omaha, NE
- Full-time
- Mid-level
- 403(b)
Sr. Financial & Actuarial Consultant
Gallagher Benefit Services —Omaha, NE
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Office
9d
PWM Trust Managing Director
U.S. Bank National Association —Omaha, NE
- $124,695 - $146,700 a year
- Full-time
- Office
- 8 years
- Bachelor's degree
- Paid holidays
- Disability insurance
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays

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financial advisor jobs near fremont, ne

Financial Advisor

Thrivent -
Omaha, NE

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Job Details

Permanent | Full-time
$75,000 - $150,000 a year

Benefits

Paid training
Health savings account
AD&D insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Financial planning services
Matching gift program
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Securities Industry Essentials
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Job Overview
We are seeking a dynamic and knowledgeable Financial Advisor to join our team and empower clients to achieve their financial goals. In this role, you will provide expert guidance on a wide range of financial services, including estate planning, investment management, and tax strategies. Your proactive approach will help clients navigate complex financial concepts, optimize their wealth management plans, and ensure their financial security. This position offers an exciting opportunity to make a meaningful impact by delivering personalized financial solutions that align with clients’ aspirations and needs.

Responsibilities

Develop comprehensive financial plans tailored to individual client goals, incorporating estate planning, tax strategies, and investment management.
Conduct detailed financial analysis using advanced financial software to assess client portfolios and recommend appropriate asset management strategies.
Advise clients on securities law compliance, public accounting standards, and technical accounting practices relevant to their investments and estate planning.
Build strong customer relationships through consistent communication, understanding client needs, and providing ongoing support for wealth management.
Assist clients with cash management solutions, banking services, and corporate accounting insights to optimize their financial health.
Stay current with industry regulations including securities law and estate law to ensure all recommendations adhere to legal standards.
Support sales efforts by educating prospective clients on the benefits of comprehensive financial planning and services offered.

Experience

Proven experience in financial sales or advisory roles within the financial services industry.
Strong background in financial concepts such as investment management, portfolio management, and risk assessment.
Knowledge of estate planning tools including wills, trusts, and estate law to advise clients effectively.
Familiarity with tax experience related to personal and corporate taxation strategies.
Proficiency in research methods and financial analysis techniques using relevant software platforms.
Excellent math skills combined with a solid understanding of accounting principles and technical accounting practices.
Prior experience working within banking or wealth management environments is highly desirable. Join us to help clients unlock their financial potential through expert advice, innovative solutions, and dedicated service!

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits
You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

Job Types: Full-time, Permanent

Pay: $75,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Matching gift program
Paid training
Professional development assistance
Referral program
Retirement plan
Vision insurance

Work Location: Hybrid remote in Omaha, NE 68144

Quick Apply

Refine Your Search

financial advisor jobs in fremont, ne

Financial Advisor

Entry Level Financial Professional

Financial Consultant

Senior Financial Planner + Fast-Paced + Omaha

Wealth Management Trainee (NE)

Private Wealth Advisor

Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market

Managing Director

Wealth Management Consultant

PWM Wealth Strategist

AVP, Business Development

Voya Finanical Advisors Omaha

Sr. Financial & Actuarial Consultant

PWM Trust Managing Director

Financial Coach

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