Director, Financial Planning

First National Bank of Omaha•Omaha, CO

4d•$107,552 - $182,838•Onsite

About The Position

The Financial Planner works closely with FNBO’s ultra-high-net-worth clients and their supporting client teams. The role develops and presents comprehensive financial plans, recommends ways to improve clients’ overall financial well-being, and delivers a superior planning experience. It requires maintaining the highest level of confidentiality and handling complex, detailed work. The planner leads clients through the financial planning process, gathers and interprets financial, investment, insurance, tax, and estate-planning information, and enters and verifies client data in eMoney. The role develops and clearly presents recommendations, maintains client files and communications, and coordinates follow-up with internal team members through Salesforce. The planner also partners with Financial Advisors and Financial Advisor Associates, contributes to team decisions and training, and complies with applicable bank policies, laws, regulations, and controls. The position is anticipated to work onsite at the posted location. Work location may change based on business needs. Candidates must have unrestricted work authorization and must not require future sponsorship. The stated compensation range is $107,552–$182,838 in base pay; the final offer may vary based on experience, education, and skill level.

Requirements

Bachelor’s degree in Business Administration or a related field.
Certified Financial Planner (CFP) designation or a planned path to achieve the designation.
At least 5 years of experience in financial planning.
Experience using eMoney financial planning software.
Experience servicing high-net-worth individuals and institutions.
Working knowledge of standard concepts and procedures in the area of expertise.
Strong attention to detail and analytical skills, including accuracy in reviewing documents and identifying errors or omissions.
Ability to communicate clearly and concisely, verbally and in writing, and to create audience-appropriate documentation, presentations, and reports.
Ability to identify problems, research contributing factors, and evaluate appropriate solutions.
Ability to identify opportunities for efficiency and process improvement.
Ability to work independently, seeking guidance on only the most complex financial plans, and to collaborate effectively with a team.
Ability to listen attentively to customer needs and deliver comprehensive solutions aligned with a helpful, easy, and personal customer experience.
Unrestricted work authorization with no need for future sponsorship.

Responsibilities

Lead customer meetings throughout the financial planning process, including introductions, goal setting, data gathering, plan delivery, and updates.
Help customers identify their needs and objectives.
Gather and interpret client income, expense, investment, insurance, tax, and estate-planning information and documents.
Accurately enter client information into eMoney and verify the accuracy and integrity of data and plan projections.
Develop recommendations that improve clients’ overall financial well-being, considering how the components of each plan work together.
Clearly present and articulate planning solutions to customers and internal partners.
Maintain and prepare customer files and compose appropriate customer communications.
Review customer task assignments and coordinate with team members to document and complete meeting follow-up and action items in Salesforce within specified time frames.
Escalate potential customer issues to appropriate team members.
Prioritize work and manage multiple tasks while delivering an exceptional customer experience.
Prepare customer meetings in advance, including reviewing reports, and ensure accuracy in data input and case analysis.
Proactively identify opportunities and reach out to internal partners.
Participate in the financial planning process, team decisions, and team and divisional meetings.
Build relationships with Financial Advisors and Financial Advisor Associates and serve as an internal resource.
Identify additional ongoing training opportunities for Advisors.
Understand and comply with applicable bank policies, laws, regulations, the BSA/AML Program, internal procedures, and controls; complete required compliance training.
Report known compliance violations and suspicious customer or account activity.
Exhibit professional behavior, promote positive working relationships, and maintain regular and predictable attendance in accordance with departmental or divisional policy.