Job Description
Join our award-winning wealth management firm in Lincoln, NE as a Senior Financial Advisor and transform your career. We're seeking driven professionals to build high-net-worth portfolios while enjoying uncapped earning potential. Our clients deserve exceptional service, and you'll deliver comprehensive financial planning, investment strategies, and retirement solutions. With robust mentorship, cutting-edge technology, and a supportive team environment, you'll thrive in one of Nebraska's most vibrant financial hubs.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios exceeding $10M in AUM
- Execute retirement and estate planning strategies
- Drive new client acquisition through networking and referrals
- Conduct quarterly portfolio reviews and market analysis
- Maintain FINRA Series 7/66 certifications
- Collaborate with tax and legal professionals
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience
- Certified Financial Planner (CFP) designation required
- Proven track record of building client relationships
- Strong analytical and presentation skills
- FINRA Series 7 and 66 licenses active
- Experience with CRM platforms (e.g., Salesforce)