Top 45 Work package planner Jobs in Omaha, Ne

VP, Active Trader Financial Consultant - Omaha, NE
Charles Schwab —Omaha, NE
- $70,000 - $90,000 a year
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
8d
CUOPS Planner
Booz Allen Hamilton —Omaha, NE
- $86,800 - $198,000 a year
- Full-time
- Office
- Master's degree
- 8 years
- Disability insurance
- Health insurance
Exercise Planner
Booz Allen Hamilton —Offutt AFB, NE
- $86,800 - $198,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
7d
FUOPS Planner
Booz Allen Hamilton —Omaha, NE
- $86,800 - $198,000 a year
- Full-time
- Management
- Office
- 3 years
- Health insurance
- Flexible spending account
8d
Social Services/Discharge Planner-Brookestone Meadows
Vetter Senior Living —Elkhorn, NE
- Entry level
- Paid holidays
- 401(k) matching
Manager, Business Operations & Logistics
Alliant Insurance Services —Omaha, NE
- $90,000 - $110,000 a year
- Email
- Microsoft Outlook
- Writing skills
- Office
Quick Apply
14h
SIOP Planner - Finishing Products
Valmont Industries —Omaha, NE
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Disability insurance
- Health insurance
Business Integration Analyst
Heritage Vet Partners and their Partner Clinics —Omaha, NE
- Mid-level
- Travel
- Organizational skills
- Health savings account
- Disability insurance
Marketing Specialist
Terracon —Omaha, NE
- Marketing
- Research
- Mid-level
- Paid holidays
- Health insurance
Microsoft Technical Business Analyst 1 - Kiewit Technology Group
Kiewit Corporation —Omaha, NE
- Overtime
- Office
- Microsoft Office
- Analysis skills
- Health insurance
- Dental insurance
1d
JTT SME/MSEL Administrator
Qualis LLC —Offutt AFB, NE
- Extended hours
- 7 years
- Ability to lift 50 pounds
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
Interagency SME
Qualis LLC —Offutt AFB, NE
- Extended hours
- 7 years
- Office
- Ability to lift 50 pounds
- Paid holidays
- Disability insurance
Quick Apply
Due Diligence Professional (Scientist/Geologist/Engineer)
Terracon —Omaha, NE
- Engineering
- Office
- Driver's License
- Paid holidays
- Health insurance
Collective Training Analyst
Qualis LLC —Offutt AFB, NE
- Extended hours
- Ability to lift 50 pounds
- Math
- Travel
- Paid holidays
- Disability insurance
Quick Apply
JFACC Exercise Operations SME
Qualis LLC —Offutt AFB, NE
- Extended hours
- Ability to lift 50 pounds
- Analysis skills
- Math
- Paid holidays
- Disability insurance
Quick Apply
Senior Joint Military Planner - JETARS
The Garrett Group —Offutt AFB, NE
- Full-time
- 7 years
- Bachelor's degree
- Senior level
- Disability insurance
- Health insurance
Quick Apply
13d
Director, Pediatrics
HDR —Omaha, NE
- $200,000 - $250,000 a year
- Full-time
- 11+ years
- Bachelor's degree
- Children
- Paid holidays
- Disability insurance
National Sales Manager
Hearst Media Services —Omaha, NE
- Full-time
- Military
- Mid-level
- 3 years
- Paid parental leave
- Health insurance
7d
Joint Military Planner - JETARS
The Garrett Group —Offutt AFB, NE
- Full-time
- 7 years
- Bachelor's degree
- Senior level
- Disability insurance
- Health insurance
Quick Apply
20h
Higher Control (HICON) SME
Qualis LLC —Offutt AFB, NE
- Extended hours
- 7 years
- Writing skills
- Office
- Paid holidays
- Disability insurance
Quick Apply

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VP, Active Trader Financial Consultant - Omaha, NE

Charles Schwab -
Omaha, NE

Apply Now

Job Details

$70,000 - $90,000 a year
8 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 7
Life & Health Insurance License
Experience practicing in the securities industry
Series 3

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Our Active Trader Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients nationwide in a virtual setting. We cater to clients who are highly engaged in self-directing all or a portion of their investable assets as part of their wealth management strategy.

These clients must prefer to conduct business over the phone or through video conferencing. Our primary responsibility is to help individuals and families with their financial needs including investing tools and services, trading strategy or education, risk management, retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. To read more about our client offerings visit: Charles Schwab - Investor Services.

The VP, Active Trader Financial Consultant will actively grow an affluent wealth management practice and work with clients to find appropriate solution strategies and services to deepen relationships. Financial Consultants will develop and execute a business plan to generate new clients. The Financial Consultants help the firm grow by consolidating additional assets and are responsible for providing investment strategies, trading tools, and planning-based wealth management.

Primary responsibilities include:

Practice a consultative, goal-based wealth management approach to best assess and find appropriate solutions to meet client’s needs.
Utilize expertise and knowledge of the securities industry and markets to analyze and interpret client’s investment objectives and provide investment advice and coaching on trading suited to meet their needs.
Increase branch/brand awareness by soliciting referrals and leveraging relationships with centers of influence.
Execute a consistent client relationship management process that delights clients, drives referrals, and retains clients at Schwab for life.
Engage with clients to inspire a level of trust that increases retention, client promoter scores and positive feedback
Use existing relationship resources (i.e. planning tools, etc.) to deepen and retain client relationships.
Build relationships with key business partners and connect with others across the firm to boost results and provide the best client experience.
Maintain knowledge of markets and trading, as well as systems, resources and products offered by and traded by the firm.
Understand and apply the trader value proposition in an individualized manner to demonstrate the unique benefits to each client.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

Bachelor’s degree or equivalent work-related experience
A valid and active Series 7 license is required
A valid and active Series 66 (63/65) license is required (may be obtained within a 90-day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120-day condition of employment)

Preferred Qualifications:

A valid and active Series 3 license is preferred
Certified Financial Planner™ (CFP®) certification is preferred
Ability to lead sophisticated conversations with clients around trading platforms, risk, trading strategy, and education.
Strong industry, trading, and market knowledge
Excellent consultative, interpersonal, and communication skills
A desire to change the way you look at your career
A can-do spirit and drive
A compass that points toward doing right by clients at every opportunity
A minimum of four years’ financial services experience working with retail clients, with proven success in providing advice and consultation, and in managing, developing, and expanding client relationships

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

work package planner jobs in omaha, ne

VP, Active Trader Financial Consultant - Omaha, NE

CUOPS Planner

Exercise Planner

FUOPS Planner

Social Services/Discharge Planner-Brookestone Meadows

Manager, Business Operations & Logistics

SIOP Planner - Finishing Products

Business Integration Analyst

Marketing Specialist

Microsoft Technical Business Analyst 1 - Kiewit Technology Group

JTT SME/MSEL Administrator

Interagency SME

Due Diligence Professional (Scientist/Geologist/Engineer)

Collective Training Analyst

JFACC Exercise Operations SME

Senior Joint Military Planner - JETARS

Director, Pediatrics

National Sales Manager

Joint Military Planner - JETARS

Higher Control (HICON) SME

I want to receive the latest job alert for work package planner in omaha, ne

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