Senior Wealth Advisor — Strategic Investment & Growth
First National Bank
First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management to affluent clients. The role includes advising clients on investment objectives and collaborating with internal bank specialists. The ideal candidate will have a Bachelor's degree, 3 years in the financial services sector, and relevant FINRA registrations. This position offers a dynamic work environment with opportunities for mentorship and professional growth. #J-18808-Ljbffr First National Bank of Omaha
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$128k - $252.5k
...deals and capture value. As a Senior Consultant in M&A Finance &... ...transaction, restructuring and strategic cost transformation event.... ...PE clients across inorganic growth/divestiture scenarios through... ..., as well as through our own investments, commitments, and actions across...SeniorLocal area- ...dynamic growing company in need of a Senior FP&A Analyst to be a part of a... ...experience in FP&A, Corporate Finance, Strategic Finance, Accounting, Investment Banking, or related financial... ...reviews covering target performance, growth drivers, risks, and valuation considerations...SeniorFull timeContract workWork at office
$105.4k - $207.8k
...ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be... ...data to inform transaction decisions and growth strategiesDeveloping business cases, synergy... ..., as well as through our own investments, commitments, and actions across areas that...SeniorLocal areaVisa sponsorship$110.7k - $218.3k
...as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients... ...practice helps upper mid-market and high-growth organizations modernize their financial... ...next stage of growth. We’re just as invested in our own team’s growth, with hands-on learning...SeniorLocal areaVisa sponsorship- ...advice and strategies. The role involves assessing client needs using advanced financial tools, offering investment opportunities, retirement planning, and wealth management strategies. Ideal candidates will have a bachelor's degree in finance or related field, strong...
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...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor... ...build and manage a holistic wealth management practice. You'll... ...comprehensive financial planning, investment management solutions, and... ...opportunities for personal growth. Our Employee Benefits Package...Temporary workLocal areaFlexible hours- ...We are seeking an experienced Wealth Advisor to provide comprehensive financial planning and tailored investment solutions within a personalized, concierge client experience... ...and an entrepreneurial approach to growth. COMPENSATION ~ Compensation is competitive...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...· Education Funding · Investment & Advisory Services ·... ...including investments for growth, insurance for... ...and Northwestern Mutual Wealth Management Company® (NMWMC... ...commissions and fees, Strategic Employee Benefits...Full timeContract workFor contractorsWork at office- ...About Us: At Synergy Wealth Solutions, we help advisors grow more than a book of... ...practice in a supportive, growth-oriented environment.... ..., protection strategies, investments, and broader wealth management... ...of influence, and strategic networking Leverage the...
- ...Senior Tax Manager – Partner Opportunity About Tomahawk... ...exists to foster growth and build legacies through... ..., confidence, and strategic insight that help our... ...by helping alternative investment managers, investment bankers & M&A advisors, wealth advisors, attorneys, and...SeniorWork at office
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- ...protect, and grow their wealth. Guide clients through... ...insurance solutions, investment strategies, risk... ...accumulation. Become a trusted advisor clients can count on... ..., and professional growth opportunities. Who You... ...solving problems, thinking strategically, and finding creative...
- Aprio's Wealth Management Team is seeking a Senior Financial Planner to deliver comprehensive planning for high-net-worth clients... ..., estate, insurance, education, and investment strategies. You will collaborate with Wealth Advisors, Client Services, and Operations to...Senior
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- ...services companies, developing financial models, and presenting investment recommendations. Candidates should possess at least 5 years of... ...collaborative team atmosphere with numerous opportunities for professional growth and development. #J-18808-Ljbffr Nomura Holdings, Inc.SeniorWork at office
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- ...and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the... ...advancement within our organization. As an SBA Senior Credit Approval Officer, you will Support SBA Business...Senior
- Summary of the Job Senior Financial Advisor is accountable for advising affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management... ...fosters mentorship and professional growth. Work location is subject to change...SeniorContract workTemporary workLocal area
- ...clients, including retirement, estate, insurance, education, and investment planning. Analyze clients’ financial information, including... ...portfolios, and other financial documents. Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners...SeniorWork at office
- Eurofins USA Medical Devices is seeking a Senior Financial Analyst to own financial performance and act as a strategic partner to senior leadership. The role includes building scalable financial models, KPI analysis, and guiding data-driven decisions. A critical part is...
$115k - $175k
...Private Wealth Advisor At FNBO, our employees are the heart of our... ...typical customer will have Investible Assets of $5MM with sophisticated... ...referrals, networking, and strategic partnerships. Develop and... ...support your professional growth while working alongside talented...Contract workTemporary workWork at officeLocal area
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