Top 99 Personal financial advisors Jobs in Omaha, Ne

Client Service Associate
Mariner Wealth Advisors —Omaha, NE
- $60,000 - $75,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
6d
Financial Advisor
First Command Financial Services, Inc. —Papillion, NE
- $55,000 - $60,000 a year
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Quick Apply
Administrator (Foundation)
Jewish Federation of Omaha Foundation —Omaha, NE
- From $43,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
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
Assistant Restaurant Leader
Raising Cane's —Omaha, NE
- From $55,000 a year
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
6d
Restaurant Manager
Raising Cane's —Omaha, NE
- $20.50 - $21.25 an hour
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
13d
Pet Insurance Sales Associate- Omaha, NE
Fetch Pet Insurance —Omaha, NE
- $55,000 - $95,000 a year
- Full-time
- Writing skills
- 3 years
- Administrative experience
- Commuter assistance
- Health savings account
Quick Apply
Restaurant Manager
Raising Cane's —Bellevue, NE
- $20.50 - $21.25 an hour
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
Restaurant Zone Manager
Raising Cane's —Omaha, NE
- $18.25 - $18.75 an hour
- Weekends as needed
- 18 years or older
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
6d
Assistant Restaurant Leader
Raising Cane's —Omaha, NE
- From $55,000 a year
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
6d
Restaurant Zone Manager
Raising Cane's —Council Bluffs, IA
- $18.25 - $18.75 an hour
- Weekends as needed
- 18 years or older
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
6d
Tax Partner
Everforth —Omaha, NE
- $200,000 - $400,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Research
- Health insurance
- Dental insurance
Quick Apply
9d
Restaurant Manager
Raising Cane's —Omaha, NE
- $20.50 - $21.25 an hour
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
13d
Branch Office Administrator
Edward Jones —Blair, NE
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
MSC Seller
MSC —Omaha, NE
- From $85,500 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Inbound Sales Representative (Remote/Central Time)
A Place for Mom —Omaha, NE
- $45,760 a year
- Weekends as needed
- Remote
- Microsoft Word
- Mid-level
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Advisor - Omaha, NE
TIAA —Omaha, NE
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development experience
Education Consultant and Wealth Advisor
HUB International —Omaha, NE
- Full-time
- Writing skills
- Mid-level
- Bachelor's degree
- Paid parental leave
- 401(k)
Wealth Advisor
Focus Financial Partners —Omaha, NE
- $125,000 - $145,000 a year
- 7 years
- CPA
- Office
- Health insurance
- Dental 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

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personal financial advisors jobs near omaha, ne

Client Service Associate

Mariner Wealth Advisors -
Omaha, NE

Apply Now

Job Details

Full-time
$60,000 - $75,000 a year
6 days ago

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

$60K – $75K • 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-NW1

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: $60K - $75K

Apply Now

Refine Your Search

personal financial advisors jobs in omaha, ne

Client Service Associate

Financial Advisor

Administrator (Foundation)

Financial Services Professional - Hybrid Remote (NE)

Assistant Restaurant Leader

Restaurant Manager

Pet Insurance Sales Associate- Omaha, NE

Restaurant Manager

Restaurant Zone Manager

Assistant Restaurant Leader

Restaurant Zone Manager

Tax Partner

Restaurant Manager

Branch Office Administrator

MSC Seller

Inbound Sales Representative (Remote/Central Time)

Wealth Management Advisor - Omaha, NE

Education Consultant and Wealth Advisor

Wealth Advisor

Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market

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