Financial Advisor Northwestern MutualFinancial AdvisorOmaha, Nebraska$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - Sterling Pointe Financial Center Bank of AmericaFinancial Solutions Advisor - Sterling Pointe Financial CenterLincoln, NebraskaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Nebraska Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, NebraskaNEServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor- Offutt AFB Magellan Health IncPersonal Financial Counselor- Offutt AFBNEServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistLa Vista, NE$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistNE$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorLincoln, NEFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteNERemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Associate Financial Advisor Royal Bank of CanadaAssociate Financial AdvisorLincoln, NEMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. The Associate Financial Advisor's goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Scottsbluff, NEFull timeStrategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Mountain Plains MarketOmaha, NE$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Omaha, Nebraska; Denver, Colorado; Grand Junction, Colorado; Colorado Springs, Colorado; Fort Collins, Colorado; Aspen, Colorado; Lincoln, Nebraska; Boulder, Colorado Additional locations Apply × To proceed with your application, you must be at least 18 years of age. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Sr. Financial Advisor First National Bank of OmahaSr. Financial AdvisorLincoln, NebraskaFinancial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.
Financial Advisor - Relationship Manager Revolution Group, LLCFinancial Advisor - Relationship ManagerOmaha, NEOur founder, once the lead strategist for one of the world’s richest families, created Revolution Capital—our SEC-registered investment advisor and planning division—to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. At Revolution Group, LLC, we’re looking for a Relationship Manager to support and strengthen existing client relationships within a collaborative, team-based advisory model.
Virtual Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncVirtual Financial Advisor - PNC Wealth ManagementNEIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Wealth Management Advisor - Omaha, NE TIAAWealth Management Advisor - Omaha, NEOmaha, NebraskaSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Wealth Management Advisor - Omaha, NE Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Omaha, NEOmaha, NE$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Senior - Federal / Corporate TaxOmaha, NE$74,925–$134,250 / yearAs a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.
Tax Manager - Insurance Tax Deloitte Touche Tohmatsu LtdTax Manager - Insurance TaxOmaha, NE$100,350–$205,000 / yearOverseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates and ensuring the integrity of tax results using technology solutions, as well as supporting the development and implementation of tax strategies and planning opportunities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxNE$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
J.P. Morgan Wealth Management - Private Client Advisor - Omaha, NE JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Omaha, NEOmaha, NEUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Lincoln, NE (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lincoln, NE (area)Lincoln, NEUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Omaha, NE JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Omaha, NEOmaha, NEFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewInvestment Advisor Lutz and Company PCInvestment AdvisorOmaha, NEAs an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client's unique goals, whether that's building a secure financial future, managing investments, or designing retirement plans for businesses. Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program.
NewEligibility Specialist 1 SavistaEligibility Specialist 1Lincoln, NebraskaKeywords: Patient Financial Counselor, Financial Counselor, Financial Assistance Counselor, Patient Financial Advocate, Patient Advocate, Medicaid Enrollment Specialist, Charity Care, Hospital Financial Assistance, Eligibility Specialist, Case Management. We partner with healthcare organizations to problem solve and deliver revenue cycle improvement services that enable their success, support their patients, and nurture their communities, all while living our values of Commitment, Authenticity, Respect and Excellence (CARE).
NewWealth Advisor, Schwab Wealth Advisory Charles SchwabWealth Advisor, Schwab Wealth AdvisoryOmaha, NEWhat you haveRequired QualificationsBachelor's degreeActive FINRA Series 7 license(May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)Active FINRA Series 66 license(May be obtained within the first 120 days)Three or more years advisory experience, including creating and customizing financial plans and portfolios for clientsFive or more years in the financial services industry working directly with clientsPreferred QualificationsCFP or CFASuperior relationship management and client retention experiencePolished interpersonal, communication and presentation skills, attention to detailIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.
Senior Wealth Management Advisor LutzSenior Wealth Management AdvisorOmaha, NebraskaThis opportunity with our client puts you at the center of high-touch relationships, working directly with ultra-high net worth individuals who expect (and appreciate) exceptional service and strategic thinking. This is an ideal role for an experienced Advisor who enjoys working at a high level, values relationships over transactions, and takes pride in delivering an elite client experience.
Wealth Advisor Associated Banc-CorpWealth AdvisorOmaha, NE$131,460–$225,360 / yearServe as the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial success. You'll lead client relationships end-to-end, partnering with internal specialists to provide integrated solutions across investments, banking, and trust services.
Director, Senior Wealth Advisor First WesternDirector, Senior Wealth AdvisorCherry Creek, CO$166,000–$249,000 / yearThe Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight.
M Key Account Manager Manulife Financial CorpM Key Account ManagerNERemote$60,000–$100,000 / yearManulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals.