About this opportunity
Financial Planner Recruiting, LLC lists this Lead Financial Advisor opportunity in omaha, Nebraska. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description:
Our client is a financial planning and advisory firm that, for nearly 30 years, has offered wealth management, retirement and estate planning, and comprehensive insurance coverage to clients in over 40 states.
Job Description
They are seeking an experienced financial advisors to join the firm as a Private Wealth Advisor or Lead Financial Advisor. This role is responsible for developing new wealth management and insurance clients, crafting comprehensive financial plans for clients, and managing ongoing client relationships with the highest level of service, support, and education.
Marketing & Business Development
Aggressively and independently source new client opportunities
Maintain and communicate open case inventory of new opportunities with the team
Be visible in the community through board participation and civic event attendance
Financial Planning Create detailed financial plans for clients from accumulation through distribution
Demonstrate superior knowledge of all elements of an integrated financial plan, including investments, insurance, annuities, trusts, and estate plans
Clearly communicate plan results to clients to provide financial security and peace of mind
Client Relationship Management Proactively develop and maintain deep and meaningful relationships with top clients
Exhibit excellence in every client encounter, including regular meetings, interim communications, and necessary client requests and follow-ups.
Operate as a liaison when appropriate with a clients attorneys, CPAs and other members of their financial planning team
Desired Skills and Experience 5-10+ years of experience in a financial advisory role
Superior client-service and relationship management skills
Demonstrated success in finding and closing new business development opportunities
High attention to detail, strong organizational skills, superior commitment to responsibility
Must exhibit the highest level of personal integrity, discretion, and good judgment
Ability to effectively work through challenging situations with limited direction
Proactive mind-set with the ability to anticipate and resolve issues
Ability to embrace change and work in a fast-paced professional environment
Prefer active FINRA Series 7 and 63/66 and state-required life & health insurance licensing; otherwise required to be achieved within six months of start date
Current CFP designation a plus; otherwise attained within one year of start date
Career Opportunity
The successful candidate is entering an ideal environment to succeed and thrive - the team includes CFP-registered financial advisors, several licensed support advisors and analysts, a CFA charter holder, and former company Presidents, CFOs, and COOs. The culture is fast-paced, collaborative, achievement-oriented, and focused on the growth and development of each individual. We will support, guide, and financially support your personal and career growth.
Competitive salary and bonus compensation commensurate with experience and expertise, plus incentive compensation based on business development and relationship management success metrics. Benefits package includes health / dental / vision / disability insurance, generous paid time off, retirement savings plan, wellness program, and professional development and continuing education assistance.
Worksite address
omaha, NE, 68197, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.