Kansas City, Missouri, United States · On-site
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.…
Skills: Investment Management, Fiduciary Advice, Financial Planning, Business Succession Planning, Business Development
Omaha, Nebraska, United States · On-site
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: Respons…
Skills: Mail Sorting, Electronic Distribution, Document Scanning, X-Ray Scanning Equipment, Time Management
Laramie, Wyoming, United States · On-site
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: Summary…
Skills: Customer Engagement, Financial Planning, Transaction Processing, Critical Thinking, Collaboration
Omaha, Nebraska, United States · Hybrid
$108k–$183k/yr
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 Pro…
Skills: Product Ownership, Digital Marketing, Salesforce Marketing Cloud, Agile/Scrum, SEO/AIO Optimization
Omaha, Nebraska, United States · On-site
$65k–$108k/yr
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 Sen…
Skills: Business Development, Merchant Services, Salesforce, Consultative Selling, Proposal Presentation
Windsor, Colorado, United States · On-site
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: At Firs…
Skills: Customer Engagement, Financial Planning, Transaction Processing, Relationship Management, Critical Thinking
Fort Collins, Colorado, United States · On-site
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 Tel…
Skills: Cash Handling, Customer Service, Interpersonal Communication, Critical Thinking, Problem Solving
Wyoming, Michigan, United States · Remote OK
$82k–$135k/yr
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: Slice b…
Skills: Direct Sales, Account Management, Pipeline Development, Relationship Management, Salesforce
Omaha, Nebraska, United States · Hybrid
$82k–$135k/yr
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: At FNBO…
Skills: Project Management, Relationship Management, Strategic Planning, Stakeholder Coordination, Communication Skills
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The Sr. Financial Advisor provides comprehensive investment management, fiduciary advice, and financial planning to affluent clients. They are responsible for developing new business through referral networks and partnering with internal specialists to deliver tailored financial solutions.
Candidates need a bachelor's degree in Business Administration or a related field and at least 3 years of experience in financial services. Required certifications include FINRA Series 7 and 66 (or 63 & 65), as well as State Life, Accident, Health, and Variable Contract insurance licenses.
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.
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.
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.
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-20261138FNBO 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.
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)
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.
First National of Nebraska, Inc. is a bank holding company. The Company, through its subsidiary, First National Bank of Omaha (FNBO), is engaged in providing various financial products. FNBO is the banking company, which is engaged in full-service commercial lending; small business and consumer banking, including credit cards; mortgage services; wealth management and investment services, and treasury services. FNBO offers personal banking services, such as banking, including savings accounts, online services and mobile banking, and lending, such as auto loans and personal loans. Its services under small business category include banking, such as checking accounts and global banking; lending, such as lines of credit and small business administration loans, and business processing, such as credit card processing. Its corporate banking services include banking, such as deposits and corporate treasury services, and loans and financing, such as corporate lending and agri-business lending.
Offices: 1620 DODGE ST, Omaha, Nebraska 68102-1593, us
First National of Nebraska, Inc. is a bank holding company. The Company, through its subsidiary, First National Bank of Omaha (FNBO), is engaged in providing various financial products. FNBO is the banking company, which is engaged in full-service commercial lending; small business and consumer banking, including credit cards; mortgage services; wealth management and investment services, and treasury services. FNBO offers personal banking services, such as banking, including savings accounts, online services and mobile banking, and lending, such as auto loans and personal loans. Its services under small business category include banking, such as checking accounts and global banking; lending, such as lines of credit and small business administration loans, and business processing, such as credit card processing. Its corporate banking services include banking, such as deposits and corporate treasury services, and loans and financing, such as corporate lending and agri-business lending.
Offices: 1620 DODGE ST, Omaha, Nebraska 68102-1593, us
