Sr. Financial Advisor

First National Bank of Omaha•Cheyenne, WY

13d•Onsite

About The Position

The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. 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.

Requirements

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
Candidates must possess unrestricted work authorization and not require future sponsorship

Nice To Haves

Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours

Responsibilities

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