Financial Advisor

2 weeks ago

Cheyenne, United States First National Bank of Omaha Full time

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.

Our Modern, Flexible Workplace:

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers. It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.

Summary of the Job:

The Financial Advisor is a trusted advisor who will serve clients ready to start with simple to moderately complex investment needs. Through an advisor led approach, the Financial Advisor will serve as a planning generalist to help individuals in every life stage, achieve their banking and long term planning needs. The typical customer will have Investible Assets of < $500K. The Financial Advisor will be the primary relationship manager that delivers and/or brings in resources to deliver advice, guidance and solutions to individuals to create and maintain financial wellbeing around their long term life goals. The objective is to provide Personalized Education, Advice, Guidance and Solutions at the right time to help customers improve their financial well-being.

About This Role:

Implement successful sales strategies and business development action plans to develop networks and third party referral sources to enable exposure and opportunities to develop new business and deepen relationships with existing customers. Achieve business revenue goals by growing and retaining customer relationships utilizing effective relationship management skills, effective sales strategies and engaging internal and external sources.

Serve new and existing customers with basic investment needs by providing personalized education, advice, and guidance to deliver long term planning and investment advice and solutions to effectively manage every life stage, achieve their banking and long term planning needs and to preserve their overall wealth. Advisors will provide holistic advice including savings, investments, planning and insurance.

Meet regularly with customers to assess their financial situation, needs, objectives and risk tolerance.

Identify opportunities designed to meet the needs of the customer and, as appropriate, expand each customer relationship by transforming the customer's needs into relevant product/service offerings.

Apply functional and technical knowledge to solve basic to moderate problems using sound analytical thought to exercise judgment and identify innovative solutions.

Fully utilize and work in collaboration with Financial Advisor Associate to maximize the client experience and to be efficient with resources.

Interpret internal and external business challenges and recommend solutions for a customer's needs today and for the future.

Consult and leverage internal or external resources when necessary to serve a customer's more complex needs.

Properly execute transactions on a given investment platform in a timely manner.

Participate as an active member of meaningful committees or boards of local civic organizations.

Exhibit professional behavior and promote positive and collaborative working relationships.

Understand and comply with bank policy, laws, and FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable to all job duties.

The Ideal Candidate for This Role:

Required Qualifications:

  • Bachelor's degree in Business Administration or related field or equivalent experience.
  • 2-3 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.

Additional Qualifications:

  • Certifications or degrees such as a CRPC, CFP, CPA, CFA, CWS, CTFA, CFM or MBA, JD or ability to earn accreditation

Equity, Diversity, & Inclusion:

FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.

See the full FNBO Equity, Diversity, & Inclusion Statement here

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

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

Application Deadline:

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.

  • Financial Aid Advisor

    1 month ago

    Cheyenne, Wyoming, United States University of Wyoming Full time

    Job Title: Financial Aid AdvisorThe University of Wyoming is seeking a highly skilled and dedicated Financial Aid Advisor to join our team. As a key member of our Scholarships and Financial Aid advising team, you will provide exceptional customer service and financial aid services to students and parents.Key Responsibilities:Provide expert advice and...

  • Entry Level Financial Advisor

    2 weeks ago

    Cheyenne, United States Wisepath Group Full time

    This is a Hybrid position. Wisepath Group DBA - Strategic Financial Concepts is looking for an Entry-Level Financial Professional to join our team. The Entry-Level Financial Professional prospects sales and qualifies leads for new and existing accounts. The ideal candidate is someone with high energy, curiosity about the industry, and tenacity. This person...

  • Financial Services Professional

    3 weeks ago

    Cheyenne, Wyoming, United States First National Bank of Omaha Full time

    About the Role:The Financial Advisor is a trusted advisor who will serve clients with simple to moderately complex investment needs.Through an advisor-led approach, the Financial Advisor will serve as a planning generalist to help individuals in every life stage achieve their banking and long-term planning needs.The typical customer will have investible...

  • Senior Financial Manager

    4 weeks ago

    Cheyenne, Wyoming, United States iSoftTek Solutions Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Controller/CFO to join our team at iSoftTek Solutions Inc. The ideal candidate will have a strong background in finance and accounting, with a proven track record of providing financial oversight and guidance to senior management.Key ResponsibilitiesPrepare and direct the preparation of...

  • Senior Manager of Technical Accounting and Financial Reporting

    3 weeks ago

    Cheyenne, Wyoming, United States Confluent Full time

    We are seeking a highly motivated and experienced Senior Manager of Technical Accounting and Financial Reporting who thrives in a fast-paced environment.This role will take ownership of the completion of different SEC reporting deliverables and help scale the SEC reporting process at Confluent.The ideal candidate is an experienced CPA with 5+ years of total...

  • Solution Specialist

    3 weeks ago

    Cheyenne, Wyoming, United States Oracle Full time

    Job DescriptionThe role serves as a sales product and process specialist within the domain of Enterprise Performance Management. As a solution sales executive, the role brings experience and subject matter expertise to sales cycles which include the EPM suite and helps to differentiate and build executive relationships within the C-suite.The role encompasses...

  • Electrical Engineer

    3 weeks ago

    Cheyenne, Wyoming, United States WSP Full time

    Job SummaryWe are seeking an Early Career Electrical Engineer to join our team at WSP. The successful candidate will be responsible for assisting with the design and development of electrical systems for various projects. This is an excellent opportunity for a recent graduate or early career professional to gain valuable experience and contribute to the...

  • Service Manager

    3 days ago

    Cheyenne, United States RDO Equipment Full time

    This individual will provide leadership in motivating, managing, and evaluating Service Technicians. The Service Manager will efficiently coordinate, schedule, and manage Service Technician's time, while maintaining the work order process. This role will also communicate with the customer in regards to quotes, job status, and scheduling. This management role...

  • Director of Finance

    3 weeks ago

    Cheyenne, United States Grand Targhee Resort Full time

    SUMMARY Responsible for directing and overseeing all fiscal functions of the Resort in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board and other regulatory and advisory organizations and in accordance with appropriate financial management techniques and practices. Provide strategic leadership for...

  • Part-Time Sales Associate

    1 month ago

    Cheyenne, United States Aaron's Full time

    We are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their full potential in a team-oriented, high-energy, recognition-based environment with competitive pay and benefits. This is much more than a job - it is a career...

  • Office Associate-School of Nursing

    3 weeks ago

    Cheyenne, Wyoming, United States University of Wyoming Full time

    Job Summary:The University of Wyoming is seeking a highly skilled and detail-oriented Office Associate to join our team in the School of Nursing. As an Office Associate, you will provide advanced office and administrative support to our faculty and staff, ensuring the smooth operation of our office.Key Responsibilities:Perform administrative tasks and...

  • Office Associate-School of Nursing

    4 weeks ago

    Cheyenne, Wyoming, United States University of Wyoming Full time

    Job SummaryThe University of Wyoming invites diverse applicants to consider our employment opportunities. We are especially interested in candidates who have experience working with diverse populations and/or diverse initiatives.Job Title: Office AssociateJob Purpose: Perform advanced office and administrative/management support tasks.Essential Duties and...

  • Vice President, Federation Leadership

    1 week ago

    Cheyenne, United States Planned Parenthood Federation of America Full time

    Planned Parenthood is the nation's leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation's largest provider of sex education. With more than 600 health centers across the country, Planned Parenthood organizations serve all patients with care and compassion, with respect, and...

  • Sales Associate

    5 days ago

    Cheyenne, United States Aaron's Full time

    We are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their full potential in a team-oriented, high-energy, recognition-based environment with competitive pay and benefits. This is much more than a job - it is a career...