Top 10 Senior financial advisor Jobs in Nebraska

Sr. Financial Advisor
First National Bank of Omaha —Lincoln, NE
- Email
- Customer service
- Mid-level
- Office
- Health savings account
- Disability insurance
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Papillion, NE
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
Sr. Financial & Actuarial Consultant
Gallagher Benefit Services —Omaha, NE
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Office
Senior Institutional Associate
First National Bank of Omaha —Omaha, NE
- $81,662 - $134,741 a year
- Email
- Hybrid work
- CPA
- 5 years
- Office
- Health savings account
- Disability insurance
9d
Sr Business Analyst, Advisor Compensation
Osaic —La Vista, NE
- $95,000 - $120,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
11d
Tax Senior - Federal / Corporate Tax
Deloitte —Omaha, NE
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research
Tax Senior - Private Wealth
Deloitte —Omaha, NE
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Sr Wholesaler Concierge Desk Associate
Pacific Life Insurance Company —Omaha, NE
- $80,820 - $98,780 a year
- Full-time
- Marketing
- Research
- Office
- Paid parental leave
- Paid holidays
Quick Apply
3d

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Senior Financial Analyst - REMOTE
Ryder System —Lincoln, NE
The Senior Financial Analyst leads processes to include the development of planning, evaluation and assessment of corporate initiatives, analysis and proposal…
$85,000 - $92,000 a year
4d
Sr. Finance Business Analyst
The Reserves Network Inc —Omaha, NE
Bachelor's degree in Accounting, Finance, Business, Information Technology, or related field. Translate business needs into user stories, functional…
$95,000 - $125,000 a year
Quick Apply

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Senior Wealth Advisor
WealthBridge Financial Group —Bexley, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$120,000 - $170,000 a year
Quick Apply
Senior Trust Officer
Bank of America —Columbus, OH
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.
$98,100 - $210,000 a year

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senior financial advisor jobs near nebraska

Sr. Financial Advisor

First National Bank of Omaha -
Lincoln, NE

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Job Details

Full-time

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

Customer communication

Full Job Description

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Summary of the Job:

The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.

About This Role:

Serves as an advisor to affluent clients with sophisticated investment needs

Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance

Develops networks with third party referral sources to develop new business.

Partners with internal bank specialists to provide a full array of expertise to clients

The Ideal Candidate for This Role:

Bachelor’s degree in Business Administration or related field or equivalent experience.
3 years of experience in the investment or financial services industry.
FINRA Series 7 and 66 (or Series 63 & 65) registrations.
State Life, Accident & Health and Variable Contract insurance licenses.
Previous successful business development activities and effective relationship management experience.
Demonstrated track record of originating new business, transitioning an existing book of clients, and growing revenue through targeted prospecting and relationship management
Proven sales skills, preferably in the investment industry.
Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
Ability to work collaboratively and cohesively within a team environment.
Strong knowledge of the finance industry and the local, state, national and global economy.
Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer.
Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.
Understands and contributes to intended customer experience of helpful, easy and personal.
Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.

Candidates must possess unrestricted work authorization and not require future sponsorship.

Work Environment:

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Compensation and Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/ .

To obtain compensation and benefit information related to this specific role, e-mail FNBO at [email protected] . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20261005

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Apply Now

Refine Your Search

senior financial advisor jobs in nebraska

Sr. Financial Advisor

Senior Financial Advisor – Experienced Professionals

Sr. Financial & Actuarial Consultant

Senior Institutional Associate

Sr Business Analyst, Advisor Compensation

Tax Senior - Federal / Corporate Tax

Tax Senior - Private Wealth

Sr Wholesaler Concierge Desk Associate

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