Top 152 Advisor application develop Jobs in Nebraska

Associate - Upper Midwest Advisor Group
Thrivent —Lincoln, NE
- Research
- Mid-level
- Administrative experience
Quick Apply
Financial Services Professional - Hybrid Remote (NE)
Bankers Life —Lincoln, NE
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (NE)
Bankers Life —Omaha, NE
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Tax Partner
Everforth —Omaha, NE
- $200,000 - $400,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Research
- Health insurance
- Dental insurance
Quick Apply
8d
Field Service Technician - Nebraska or St. Louis or Columbia
Mettler Toledo —Omaha, NE
- Overtime
- Engineering
- Mid-level
- Windows
- Disability insurance
- Health insurance
Ag Teacher/FFA Advisor
Norfolk Daily News —Bloomfield, NE
- Classroom
- Teaching Certification
- Mid-level
Quick Apply
4d
Ag Teacher/FFA Advisor
Bloomfield Public School —Bloomfield, NE
- Classroom
- Teaching Certification
- Mid-level
Quick Apply
4d
Academic Advisor
University of Nebraska —Lincoln, NE
- From $43,000 a year
- Full-time
- Mid-level
- University
- Bachelor's degree
- Health insurance
- Dental insurance
Advisor Support Representative
Osaic —La Vista, NE
- $53,000 - $55,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
- Health insurance
- Dental insurance
Talent Acquisition Lead
Mutual of Omaha —Nebraska
- $100,000 - $135,000 a year
- Email
- Remote
- Continuous improvement
- Senior level
- Paid holidays
- 401(k)
H&M Sales Advisor - Westroads Mall
H&M —Omaha, NE
- $15.50 an hour
- Part-time
- Merchandising
- Entry level
- Commercial
- Health insurance
- Paid time off
Quick Apply
6d
VP, Advisor Engagement
Osaic —La Vista, NE
- $130,000 - $160,000 a year
- Full-time
- Sales
- 11+ years
- Office
- Health insurance
- Dental insurance
12d
Strategic Manufacturing Advisor
University of Nebraska —Lincoln, NE
- From $89,800 a year
- Full-time
- 5 years
- Engineering
- Driver's License
- Health insurance
- Dental insurance
Advisor, Financial Systems - SAP FI/CO
Cardinal Health —Nebraska
- $80,900 - $115,500 a year
- Remote
- Customer service
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
H&M Sales Advisor - Gateway Mall
H&M —Lincoln, NE
- $15.50 an hour
- Part-time
- Merchandising
- Entry level
- Commercial
- Health insurance
- Paid time off
Quick Apply
PWM Client Services Team Associate
U.S. Bank National Association —Omaha, NE
- $20.87 - $27.84 an hour
- Full-time
- 5 years
- Mid-level
- US work authorization
- Paid holidays
- Disability insurance
Associate Financial Advisor
Royal Bank of Canada —Lincoln, NE
- Full-time
- Office
- Business development
- Bachelor's degree
Wealth Planning Specialist (Dedicated Support to a Wealth Advisor)
Trusted Wealth Partners —Omaha, NE
- $70,000 - $90,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
13d
Wealth Advisor
Focus Partners Wealth —Omaha, NE
- $125,000 - $145,000 a year
- 7 years
- CPA
- Bachelor's degree
- Health insurance
- Dental insurance
Private Client Manager
First National Bank of Omaha —Omaha, NE
- $63,288 - $104,425 a year
- Email
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- Disability insurance
7d

I want to receive the latest job alert for advisor application develop in nebraska

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Associate - Upper Midwest Advisor Group

Thrivent -
Lincoln, NE

Quick Apply

Job Details

Qualifications

Life Insurance License
Customer communication
Health insurance policy knowledge
Research
Financial product expertise
Community relationship building
Experience practicing in the securities industry
Cross-functional collaboration

Full Job Description

This position provides licensed financial and non-financial support to <> and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Position Roles/Responsibilities/Accountabilities

Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
Facilitate and/or co-present product specific seminars and/or workshops as necessary
Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
Participate in business planning for the Practice as needed
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
Open and complete product applications
Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
Obtain member/customer financial and/or suitability information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Assist Financial Advisors in the preparation and follow up for the member/customer meetings
Collaborate with Financial Advisors to assist client with product changes
Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
Additional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

Previous administrative/secretarial experience desired.
Must be securities registered (series 7 & 66 or 6 & 63).
Must be appropriately insurance licensed/appointed for sale of all life/health and variable products.
Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for <>. Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring Financial Advisor.
Demonstrated customer service orientation/experience, 2+ years preferred.
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
Ability to maintain integrity of sensitive/confidential information.
Basic understanding of <>, our products and services, and Thrivent Financial.

Competencies

Planning/Organizing
Analytical thinker
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the <>.
Must be able to represent the organization in work with external clients.
Must be able to cultivate and maintain relationships with outside organizations.

As part of <> recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Pay Transparency

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.

#Remote

Quick Apply

Refine Your Search

advisor application develop jobs in nebraska

Associate - Upper Midwest Advisor Group

Financial Services Professional - Hybrid Remote (NE)

Financial Services Professional - Hybrid Remote (NE)

Tax Partner

Field Service Technician - Nebraska or St. Louis or Columbia

Ag Teacher/FFA Advisor

Ag Teacher/FFA Advisor

Academic Advisor

Advisor Support Representative

Talent Acquisition Lead

H&M Sales Advisor - Westroads Mall

VP, Advisor Engagement

Strategic Manufacturing Advisor

Advisor, Financial Systems - SAP FI/CO

H&M Sales Advisor - Gateway Mall

PWM Client Services Team Associate

Associate Financial Advisor

Wealth Planning Specialist (Dedicated Support to a Wealth Advisor)

Wealth Advisor

Private Client Manager

I want to receive the latest job alert for advisor application develop in nebraska

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected