Wealth Planner
3 weeks ago
Job Summary Harrison Financial Services is seeking a highly skilled and knowledgeable Wealth Planner to join our private wealth management group. This role will function as a liaison between our clients and our Lead Advisor team, providing exceptional service and client support. General Responsibilities Build and maintain strong relationships with new and/or existing clients, serving as their primary relationship contact. Understand clients' unique financial goals, objectives, and risk tolerance to ensure personalized service and tailored solutions. Coordinate and facilitate client meetings, including preparation of meeting materials and follow-up communication. Collaborate with our Lead Advisor, Investments, and Insurance teams to develop comprehensive financial plans and strategies. Conduct periodic client reviews and proactively identify opportunities for optimization and rebalancing. Stay up-to-date with industry trends, economic developments, and regulatory changes to provide relevant and timely advice to clients. Provide all necessary information to facilitate a seamless onboarding process for new clients, ensuring efficient integration. Handle client account administration tasks, including processing transactions, managing account documentation, and resolving any account-related issues. Desired Skills Strong knowledge of investment related products, asset allocation strategies, and financial planning principles. Detailed-oriented with strong organizational and time management skills. Proven history of building and maintaining client relationships. Ability to work independently and collaboratively in a fast-paced and dynamic environment. Excelling communication and people skills, with the ability to effectively explain complex financial concepts to clients. Desired Education/Certification/Designation(s) Minimum of 5-10 years of experience Bachelor’s degree in finance, accounting, or related field. Series 7 & 63 NE Life and Health Insurance License CFP Designation (preferred)
-
Wealth Planner
2 months ago
Omaha, United States Harrison Financial Services Full timeJob SummaryHarrison Financial Services is seeking a highly skilled and knowledgeable Wealth Planner to join our private wealth management group. This role will function as a liaison between our clients and our Lead Advisor team, providing exceptional service and client support.General ResponsibilitiesBuild and maintain strong relationships with new and/or...
-
Wealth Planner
4 weeks ago
Omaha, United States Carson Group Full timeWho We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your...
-
Wealth Planner
2 months ago
Omaha, United States Carson Group Holdings, LLC Full timeJob DescriptionJob DescriptionWho We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or...
-
Wealth Planner
2 months ago
Omaha, United States Carson Group Holdings, LLC Full timeJob DescriptionJob DescriptionWho We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or...
-
Wealth Advisor
3 months ago
Omaha, United States Revolution Group, LLC Full timeJob DescriptionJob DescriptionJoin our Team as a Wealth Advisor at Revolution Group, LLC in Omaha, NEAre you a passionate and driven individual looking to make a profound impact on the lives of individuals and families? Do you have a keen interest in financial planning, investment management, and providing comprehensive wealth advisory services? If so, we...
-
Wealth Advisor
3 months ago
Omaha, United States Revolution Group, LLC Full timeJob DescriptionJob DescriptionJoin our Team as a Wealth Advisor at Revolution Group, LLC in Omaha, NEAre you a passionate and driven individual looking to make a profound impact on the lives of individuals and families? Do you have a keen interest in financial planning, investment management, and providing comprehensive wealth advisory services? If so, we...
-
Financial Wealth Strategist
2 weeks ago
Omaha, Nebraska, United States Carson Group Holdings, LLC Full timePosition OverviewAbout UsIn a world where trust is paramount, we prioritize our clients' needs above all else. Our mission is clear: to provide exceptional value and guidance to those we serve. We believe that integrity and transparency are the cornerstones of our success.At Carson Group Holdings, LLC, we operate through three key divisions, all dedicated to...
-
Financial Wealth Strategist
2 weeks ago
Omaha, Nebraska, United States Carson Group Holdings, LLC Full timePosition OverviewAbout UsIn a world where trust is paramount, we prioritize our clients' needs above all else. Our mission is to deliver exceptional value while fostering lasting relationships. We are committed to being a beacon of reliability in financial guidance.Carson Group Holdings, LLC operates through three main divisions, each dedicated to enhancing...
-
Private Wealth Advisor
4 weeks ago
Omaha, United States BMO Financial Group Full timeProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning...
-
Director, Foundational Planning
1 month ago
Omaha, United States Carson Group Holdings, LLC Full timeJob DescriptionJob DescriptionWho We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or...
