Investment Services Professional

First National Bank of Omaha is hiring an Investment Services Professional to work with affluent clients, providing investment guidance, financial planning, and asset management. The role involves business development, client relationship management, and community engagement. Openings are available in various locations including Council Bluffs, IA, and other cities in the FNBO footprint. The position is full-time and does not require a specific degree.
First National Bank of Omaha is a leader in the financial services industry, and we're seeking talented professionals to join our team. Below, you'll find detailed information about this career opportunity and how it fits into our organization's vision.

We're committed to creating a workplace culture that values diversity, inclusion, and employee growth.

As a Financial Advisor, you'll have the opportunity to work with affluent clients, providing them with expert investment guidance, fiduciary advice, specialized asset management, full-service financial planning, and business succession planning.

This role offers openings across multiple locations within the FNBO footprint, including Omaha, Nebraska; DeKalb, Illinois; Sugar Grove, Illinois; Council Bluffs, Iowa; and Plano, Texas.
About This Role:
• Business Development: Develop and execute sales strategies to drive revenue growth and expand client relationships.
• Client Relationship Management: Foster strong relationships with clients by providing personalized investment guidance and comprehensive financial planning solutions.
• Holistic Wealth Management: Offer integrated solutions to help clients achieve their financial objectives and preserve their wealth.
• Solution Identification: Identify client needs and develop effective solutions to meet those needs.
• Analytical Problem Solving: Apply analytical skills to resolve complex client issues.
• Team Collaboration: Collaborate with colleagues to enhance client experiences and improve operational efficiency.
• Community Engagement: Engage with local communities through participation in civic organizations and initiatives.
• Compliance & Ethics: Adhere to regulatory requirements and bank policies to ensure compliance with relevant laws and regulations.

If you're passionate about delivering exceptional client experiences and helping individuals achieve their financial objectives, let's explore this opportunity further.