Job Description
Join our award-winning wealth management firm as a Senior Financial Advisor in Lincoln, NE. We're seeking a dynamic professional to help clients build lasting financial legacies through personalized investment strategies. Enjoy uncapped earning potential, comprehensive benefits, and a collaborative culture focused on growth.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios exceeding $50M in AUM
- Drive new client acquisition through strategic networking
- Ensure compliance with FINRA regulations and firm policies
- Lead cross-functional teams for complex financial solutions
- Maintain CRM database with client interaction records
- Present quarterly portfolio reviews and market analysis
Qualifications
- Series 7, 66, and CFP certifications required
- 5+ years financial advisory experience
- Proven track record in client acquisition and retention
- Bachelor's degree in Finance or related field
- Strong analytical skills with market research expertise
- Exceptional communication and presentation abilities
- Familiarity with portfolio management software