33 client advisor jobs at 16 companies in Nebraska
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Client Advisor with Athletic Background
Omaha, Nebraska, United States
$70k-$95k/yrHybridFull Time
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
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.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
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.
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
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
NRECA: National trade association representing consumer-owned electric cooperatives.
6+ YOEBachelor's in business, 6+ years mutual fund/investment experience, 4+ years senior client-facing experience, Series 6/63/65 required, CFP preferred, strong presentation and client relationship skills.
CRM, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
Revolution Group: Provides comprehensive wealth management and financial advisory services.
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.
FiservNew York Stock Exchange: FI: Provides financial technology and payment processing services to institutions.
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.
Renaissance Financial: Provides comprehensive financial planning and investment management services.
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
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail or service experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOEActive state license to perform waxing/makeup/false application, 1+ year retail or service experience preferred, strong product knowledge and client service skills, ability to lift 50 lbs.
Colorado or Arizona or Nebraska or New Mexico or Utah or Wyoming
$55k/yrHybridFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree, 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65) and life & health insurance licenses required; strong client prospecting, financial analysis, and relationship skills.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Client-facing retail/service experience, passion for beauty, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs and stand for shifts, complete company training.
EcolabNYSE: ECL: Provides water, hygiene, and infection prevention solutions and services.
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)
First National Bank of OmahaOTC Pink: FINN: Provides retail and commercial banking services across the Midwest.
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
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, account management, and administrative support for financial advisors; strong analytical, attention to detail, communication, and digital tool skills (MoneyGuide, Salesforce, Microsoft Office).
Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yrHybridFull Time
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
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.
Wilson & Company: Provides engineering and architecture services for infrastructure development.
8+ YOELead multidisciplinary municipal engineering projects; manage scope, schedule, and budget; serve as client advisor; support business development; mentor staff. Bachelor's in civil engineering preferred; PE in Nebraska and 8+ years municipal infrastructure experience preferred.