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23 client advisor jobs at 14 companies in Omaha, NE

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Client Advisor with Athletic Background
Omaha, Nebraska, United States
$70k-$95k/yr HybridFull Time
Northwestern Mutual
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.
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1mo
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Work From Home - Client Benefits Advisor
Fremont, Nebraska, United States
RemoteFull Time
AO Garcia Agency
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.
Zoom
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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
JPMorgan Chase
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.
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1w
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Wealth Management Client Associate
Omaha, Nebraska, United States
OnsiteFull Time
Bank of America
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
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Wealth Management Client Associate
Omaha, Nebraska, United States
OnsiteFull Time
Bank of America
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
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Financial Advisor
Omaha, Nebraska, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
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
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Beauty Advisor - Flex
Omaha, Nebraska, United States
$17-$19/hr OnsiteFull Time, Part Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-focused experience, passion for beauty, strong communication, ability to lift up to 50 pounds, punctuality and reliable attendance.
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1mo
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Financial Advisor - Relationship Manager
Omaha, Nebraska, United States
OnsiteFull Time
Revolution Group
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.
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2d
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Product Solutions Advisor
Omaha or Wilmington or New York City
$73k-$116k/yr OnsiteFull Time
Fiserv
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.
Optis Issuing System
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2w
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Advisor Administrative Assistant
Omaha, Nebraska, United States
OnsiteFull Time
Renaissance Financial
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
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Licensed Beauty Advisor - Part Time
Omaha, Nebraska, United States
$18-$21/hr OnsitePart Time
Sephora
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.
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Part-Time Beauty Advisor - Sephora
Council Bluffs, Iowa, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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
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2d
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Brand Standards, Guest Experience, & Food Safety Advisor
Omaha, Nebraska, United States
$49k-$73k/yr FieldFull Time
Ecolab
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)
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2w
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Branch Office Administrator - Council Bluffs, IA
Council Bluffs, Iowa, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
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
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2w
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Trust Associate
Kearney or Omaha
$63k-$104k/yr HybridFull Time
First National Bank of Omaha
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
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3d
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Associate, Investment Solutions
Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yr HybridFull Time
Sanctuary Wealth
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.
CRM, Microsoft Teams, Microsoft Office Suite
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1mo
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Senior Civil Project Manager
Omaha, Nebraska, United States
$146k-$208k/yr OnsiteFull Time
Wilson & Company
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.
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