33 client advisor jobs at 17 companies in Gretna, NE
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Client Advisor with Athletic Background
Omaha, Nebraska, United States
$70k-$95k/yr HybridFull Time
Prefer bachelor's in finance/business, strong interpersonal and analytical skills; state insurance licenses required (training provided); prior insurance/financial experience beneficial but not mandatory.
1mo
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Work From Home - Client Benefits Advisor
Fremont, Nebraska, United States
RemoteFull Time
Remote sales/advising role guiding and educating interested clients; seeks competitive self-starters who are coachable; interviews via Zoom; no cold outreach and opportunity for leadership.
Zoom
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, NE (area)
Lincoln or Lincoln or Lincoln or Lincoln or Venice or Anaheim or Englewood
OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; Life, Health & Long Term Care insurance license required; CFP and bachelor’s degree preferred.
2w
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Wealth Management Client Associate
Omaha, Nebraska, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accurate client materials, promote banking offerings, and support operational excellence; high school diploma required; industry credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Wealth Management Client Associate
Omaha, Nebraska, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, deepen client relationships, and follow bank policies; strong computer and communication skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Financial Advisor
Omaha, Nebraska, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
planning software
2w
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Beauty Advisor - Flex
Omaha, Nebraska, United States
$17-$19/hr OnsiteFull Time, Part Time
Retail or client-focused experience, passion for beauty, strong communication, ability to lift up to 50 pounds, punctuality and reliable attendance.
1mo
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Financial Advisor - Relationship Manager
Omaha, Nebraska, United States
OnsiteFull Time
3+ YOE3+ years in wealth management or client relationship management; strong communication, organization, and client service skills; Series 65 preferred or ability to obtain; CFP or similar a plus.
2w
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Beauty Advisor - Flex
Omaha or Council Bluffs
$17-$19/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, and relationship-building skills; ability to lift and carry up to 50 pounds.
Key Performance Indicators (KPI)
1w
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Product Solutions Advisor
Omaha or Wilmington or New York City
$73k-$116k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, technology, or related field; 5 years in FinTech product management or advisory roles; 3 years in client consultation; unrestricted U.S. work authorization.
Optis Issuing System
4d
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Associate Financial Advisor
Lincoln, Nebraska, United States
$62k-$67k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client management experience; strong communication; willingness to obtain required licenses.
MoneyGuide, Salesforce
9h
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Financial Advisor Associate
Lincoln, Nebraska, United States
$65k-$90k/yr OnsiteFull Time
Bachelor’s degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, organization, networking, and client advisory skills; background check required.
2w
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Advisor Administrative Assistant
Omaha, Nebraska, United States
OnsiteFull Time
Support advisor with client servicing and onboarding, scheduling, preparing reports, using financial systems; associate\u0002s degree required, bachelor\u0002s preferred.
Microsoft Excel, Microsoft Outlook, Salesforce, eMoney, Morningstar, Orion
1mo
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Part-Time Beauty Advisor - Sephora
Council Bluffs, Iowa, United States
$14/hr OnsitePart Time
Client-facing retail experience, strong written and verbal communication, authentic passion for beauty, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and stand for full shifts.
handheld scanners, multiple frequency devices
3d
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Wealth Management Advisor - Omaha, NE
Omaha, Nebraska, United States
$100k-$110k/yr OnsiteFull Time
5+ YOERequires 5+ years managing a book of business and building relationships with affluent clients. Series 7, 63, 65, 66, and resident life and health license required; CFP or CFA preferred.
AI
1w
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Brand Standards, Guest Experience, & Food Safety Advisor
Omaha, Nebraska, United States
$49k-$73k/yr FieldFull Time
2+ YOEHigh school diploma, 2 years of hospitality experience, unrestricted driver's license, and age 21+. Requires client consulting, planning, communication, and problem-solving skills; bachelor's degree and multilingual ability preferred.
iPad, Microsoft Suite, Customer Relationship Management (CRM)
2d
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Wealth Advisor Administrative Assistant - Omaha
Omaha, Nebraska, United States
HybridFull Time
2+ YOECollege degree preferred in Finance or Accounting, or related experience; 2+ years of administrative experience in investments, trusts, financial planning, or banking; client service and Microsoft Office proficiency required.
Microsoft Office
3w
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Branch Office Administrator - Council Bluffs, IA
Council Bluffs, Iowa, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle inbound/outbound client communication, perform administrative and operational tasks, and use firm technologies.
MoneyGuide, Salesforce, Microsoft Office
3w
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Trust Associate
Kearney or Omaha
$63k-$104k/yr HybridFull Time
Support Trust Advisors by administering trust accounts, preparing documents, responding to client inquiries, and ensuring compliance with bank and BSA/AML policies.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Trust Desk
1w
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Associate, Investment Solutions
Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years in wealth management/financial services or client-facing business development; strong communication, CRM and analytical experience; ability to travel for advisor meetings and conferences.
CRM, Microsoft Teams, Microsoft Office Suite
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