Unknown Company

Elite Wealth Advisor — Affluent Clients & Planning

leawood, ks • Posted 3 weeks ago
Onsite Full Time Audit

First National Bank of Omaha is seeking a Sr. Financial Advisor to guide affluent clients across investment management, fiduciary services, and comprehensive financial planning.

You will meet regularly with clients to assess their financial situation, determine objectives and risk tolerance, and coordinate with bank specialists to deliver a full suite of services. The ideal candidate will have a bachelor's degree, 3 years in investment/financial services, FINRA licenses (7/66 or 63/65), and

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Elite Wealth Advisor — Affluent Clients & Planning in leawood at Unknown Company

This position is listed as full time and onsite.

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