Job Description
Join Lincoln's premier wealth management firm as a Financial Advisor and transform your career into a high-impact role. We're seeking ambitious professionals to build lasting client relationships while delivering sophisticated financial strategies in Nebraska's growing market. Enjoy uncapped earning potential, industry-leading training, and a culture that rewards excellence. Your expertise will empower families and businesses to achieve financial independence through personalized investment portfolios, retirement planning, and wealth preservation strategies.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage diversified investment portfolios exceeding $10M in assets
- Drive new client acquisition through targeted networking
- Conduct quarterly portfolio reviews and market analysis
- Ensure compliance with FINRA regulations and firm protocols
- Mentor junior advisors on advanced wealth management techniques
- Collaborate with legal/tax professionals for integrated solutions
Qualifications
- Series 7 & 66/65 licenses (or ability to obtain immediately)
- 5+ years financial services experience with proven sales track record
- CFPĀ® or CFA designation preferred
- Strong background in estate planning and risk management
- Exceptional communication and presentation skills
- Proven ability to manage $5M+ client portfolios
- Nebraska residency or willingness to relocate