Director, Financial Planning

First National Bank of Omaha•Omaha, CO

1d•$105,443 - $179,253•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 strategies 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 financial-planning matters. The position leads and participates in client meetings throughout the planning process, gathers and interprets financial information and documents, and uses eMoney to prepare and validate financial-plan projections. The planner develops and presents recommendations, coordinates follow-up with internal partners, maintains client files and communications, and supports Financial Advisors through collaboration, training, and planning expertise. The role also requires compliance with applicable bank policies, laws, regulations, and the bank’s BSA/AML Program. The position is anticipated to work onsite at the posted location. The work location may change based on business needs. FNBO offers a base pay range of $105,443 to $179,253 USD. Candidates must have unrestricted work authorization and not require future sponsorship.

Requirements

Bachelor’s degree in Business Administration or a related field.
Certified Financial Planner (CFP) designation, or a planned path to achieve the CFP 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 the ability to accurately identify errors or omissions in documents and information.
Ability to deliver clear, articulate, and concise messages verbally and in writing, and to create written materials in formats and styles suited to the audience.
Demonstrated writing proficiency and ability to develop clear presentations, documents, or standard 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 for only the most complex financial plans, and collaboratively within a team.
Ability to listen attentively to customers’ needs and deliver comprehensive solutions.
Understanding of and contribution to the intended customer experience of helpful, easy, and personal.
Unrestricted work authorization; candidates must not require future sponsorship.

Responsibilities

Attend and 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 documents and information.
Input client information into eMoney and confirm 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 financial-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 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 providing an exceptional customer experience.
Ensure accuracy of data input and case analysis and prepare for customer meetings by reviewing reports in advance.
Proactively identify opportunities and reach out to internal partners.
Participate in the financial-planning process and team decisions, and attend team and divisional meetings.
Build strong relationships with Financial Advisors and Financial Advisor Associates and serve as an internal resource.
Identify additional opportunities for ongoing training for Advisors.
Understand and comply with bank policies, applicable laws and regulations, and the bank’s BSA/AML Program; complete compliance training and follow required procedures and controls.
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.