Job Description
Join our award-winning financial advisory team in Omaha and enjoy the perfect work-life balance with flexible scheduling! We're seeking passionate Financial Advisors to help clients build secure futures while maintaining control over your schedule. This role combines remote flexibility with collaborative in-office sessions at our downtown Omaha hub. You'll work with a diverse portfolio of professionals and families, delivering personalized investment strategies and retirement planning. Our comprehensive training program, uncapped commission structure, and modern tools set you up for success in the heart of Nebraska's financial district.
Responsibilities
- Develop and implement customized financial plans for 15-20 high-potential clients
- Conduct virtual and in-person portfolio reviews with quarterly progress assessments
- Drive new client acquisition through strategic networking in Omaha's business community
- Stay current on market trends and regulatory changes affecting Nebraska residents
- Collaborate with internal team on complex estate and tax planning strategies
- Utilize CRM platform to maintain client relationships and track performance metrics
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Series 65 and/or Series 7/66 licenses required
- 3+ years of financial advisory experience with proven client retention record
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication skills with ability to simplify complex concepts
- Self-motivated professional with demonstrated remote work capabilities
- Omaha market knowledge and established professional network preferred