Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor for Private Clients

JPMorgan Chase & Co.

A leading financial institution in Omaha is seeking a Private Client Advisor to provide personalized investment solutions to clients. This role requires a minimum of two years in financial advising, strong relationship-building skills, and relevant licenses (Series 7, Series 66, and insurance). The ideal candidate will thrive in a dynamic environment, focusing on comprehensive financial planning and delivering exceptional client education to enhance digital confidence in managing investments. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor for Private Clients in Omaha, NE vacancy
  • Associated Trust Company, NA, located in Omaha, Nebraska, is seeking an experienced Wealth Advisor to serve as the primary advisor to high-net-worth clients. This role is focused on delivering tailored wealth strategies that drive long-term financial success. Your responsibilities... 
    Private client

    Associated Trust Company, NA

    Omaha, NE
    3 days ago
  • A leading financial services firm in Omaha, Nebraska, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build strong relationships while offering tailored investment solutions, supporting diverse client needs... 
    Private client

    JPMorgan Chase & Co.

    Omaha, NE
    4 days ago
  • Client Operations & Financial Planning Associate We’re actively building...  ...experienced professionals in wealth management, client operations,...  ...opportunities within our advisor network. These roles are ideal...  ...Financial planning practices Private banking or client service environments... 
    Private client

    BBG Ventures, LLC

    Omaha, NE
    3 days ago
  •  ...Responsibilities Execute and prepare individual and business tax returns for high-net-worth clients Manage tax filing workflows and ensure timely compliance with federal and state requirements Improve tax onboarding, documentation, and operational processes... 
    Private client

    Synectics

    Omaha, NE
    2 days ago
  • Revolution Group, LLC in Omaha, Nebraska, is seeking a Private Client Tax Manager to improve tax operations for ultra-high-net-worth clients...  ...the advisory team, ensuring tax execution aligns with broader wealth planning while preparing accurate tax filings. The ideal... 
    Private client

    Revolution Group, LLC

    Omaha, NE
    3 days ago
  •  ...motivated to deliver an exceptional client experience? At Revolution Group, LLC, we’re looking for a Private Client Tax Manager to play a key...  ..., our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service,... 
    Private client

    Revolution Group, LLC

    Omaha, NE
    3 days ago
  • $131.46k - $225.36k

     ...on all new hires. Serve as the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial...  ...experience) ~7+ years of experience in private wealth, private banking, or trust/estate advisory... 

    Associated Banc-Corp

    Omaha, NE
    4 days ago
  • $124.7k - $146.7k

     ...at—all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams...  ...and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Omaha, NE
    2 days ago
  • $162k - $190k

     ...consulting services to business clients with pass through entities...  ...income, estate and gift tax and wealth retention strategies, as well...  ...tools Acts as a Career Advisor to associates and senior associates...  ...and/or public accounting, private industry accounting or... 
    Private client
    Work at office

    BDO USA

    Omaha, NE
    1 day ago
  •  ...Private Client Services Tax Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach...  ...and addressing client needs Works with clients and their advisors to gather information needed to prepare tax returns... 
    Private client
    Private practice
    Work at office

    BDO USA

    Omaha, NE
    2 days ago
  •  ...Join a diverse team helping high-profile clients understand, analyze, and respond to complex...  ...and play a key role in growing KPMG's private client tax practice, which focuses on ultra...  ...Family Offices Serve as the trusted advisor to ultra-high net worth families on... 
    Private client
    Private practice
    Work at office
    Local area

    KPMG

    Omaha, NE
    2 days ago
  •  ...looking for a Manager of Investment Services to oversee trading, portfolio implementation, and investment operations for private wealth management client accounts. This senior role requires expertise in trading equities, ETFs, and mutual funds. Ideal candidates will have... 
    Private client

    HUB International

    Omaha, NE
    1 day ago
  • $125k - $145k

     ...Position Summary Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients' needs first and with a sense of urgency. Wealth Advisors... 
    Temporary work
    Work at office
    Local area

    Focus Financial Partners Inc.

    Omaha, NE
    2 days ago
  • $120k - $140k

     ...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach...  ...opportunities Works directly with clients and their advisors to gather information needed to prepare tax returns Reviews... 
    Private client
    Private practice
    Work at office

    BDO USA

    Omaha, NE
    2 days ago
  •  ...firm is seeking a Water Market Leader in Nebraska for business development and client relationship management. The role involves identifying and securing new projects with municipal and private clients. Candidates should have strong relationships in the Nebraska and Iowa... 
    Private client

    Burns & McDonnell

    Omaha, NE
    15 hours ago
  •  ...Private Client Services Tax Managing Director Private Client Services at BDO is a boutique practice within our firm. Offering a high...  ...develops sound recommendations for PCS leadership, clients, and advisors Expands their in-depth understanding of tax concepts and... 
    Private client
    Private practice
    Work at office

    BDO USA

    Omaha, NE
    1 day ago
  • $126.83k - $215.61k

     ...career opportunity and how it fits into our organization's success. Summary of the Job: The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical customer will have... 
    Contract work
    Temporary work
    For contractors
    Work experience placement
    Work at office
    Local area

    First National Bank of Omaha

    Omaha, NE
    4 days ago
  •  ...A financial advisory firm in Omaha is seeking an experienced Financial Advisor to provide comprehensive financial advice to high net worth clients. The ideal candidate will have a minimum of 5 years of experience in financial advising, strong analytical skills, and the... 
    Remote work

    Jobot

    Omaha, NE
    3 days ago
  • FNBO is seeking a Private Wealth Advisor to serve ultra-affluent clients with Investible Assets over $5MM. You will utilize your expertise to provide comprehensive investment advice and guide clients through complex financial needs. The ideal candidate will have over 1... 

    Fnbo---First-National-Bank-of-Omaha-1

    Omaha, NE
    1 day ago
  • First National Advisers LLC is seeking a Private Wealth Advisor to serve ultra-affluent clients with sophisticated financial needs. The role focuses on creating holistic solutions while collaborating with a dedicated team of experts to ensure wealth preservation and growth... 

    First National Advisers LLC

    Omaha, NE
    1 day ago
  •  ...employee-owned engineering, consulting and construction firm serving clients throughout the United States. KCI is recognized as an industry...  ...New Jersey public agencies, authorities, municipalities, and private-sector infrastructure clients in the engineering and... 
    Private client
    Full time

    KCI Technologies

    Omaha, NE
    2 days ago
  • $126.83k - $215.61k

    A leading financial services firm seeks a Private Wealth Advisor to serve ultra-affluent clients, exceeding their expectations and providing tailored solutions. This role involves collaborating with a team to manage complex financial needs, drive client acquisition, and... 
    Work at office

    First National Bank of Omaha

    Omaha, NE
    3 days ago
  • Fnbo - First National Bank of Omaha is seeking a Senior Associate in Investments and Planning to advise affluent clients on investment management and financial planning. This role requires a Bachelor's degree and 3 years of experience in financial services, along with necessary... 

    Fnbo---First-National-Bank-of-Omaha-1

    Omaha, NE
    3 days ago
  • $80k - $90k

    Bank of America is seeking a Financial Advisor in Omaha, NE, as part of the Advisor Development Program. This role focuses...  ...building a book of business and providing comprehensive wealth management services to clients. The ideal candidate will hold Series7 & 66 licenses and... 

    Bank of America

    Omaha, NE
    1 day ago
  • Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis varius quam quisque id diam vel quam elementum pulvinar. Purus in massa tempor nec feugiat nisl pretium fusce id. Sagittis vitae et leo duis ...

    CFA Institute

    Omaha, NE
    1 day ago
  • $126.83k - $215.61k

    Summary The Private Wealth Advisor is a trusted advisor who will serve ultra‑affluent clients and prospects with investible assets of greater than $5MM and sophisticated, complex needs. The role involves creating holistic solutions for family and business owners in every... 
    Contract work
    Temporary work
    Flexible hours

    First National Advisers LLC

    Omaha, NE
    1 day ago
  •  ...across existing accounts. Builds strong client relationships through regular communication...  ...records in CRM, positioning as a trusted advisor by staying informed on platform expertise...  ...strategy and relationships across Private Equity client companies to build a business... 
    Private client
    Contract work

    Lamwork

    Omaha, NE
    2 days ago
  •  ...seeking a Financial Planner or Senior Financial Planner to construct financial plans for high-net-worth clients. Responsibilities include working closely with advisors, conducting research, and managing client relationships. Ideal candidates possess a relevant bachelor's... 

    Stevens Capital Partners

    Omaha, NE
    4 days ago
  • $80k - $115k

     ...on transportation engineering design projects for a variety of clients, particularly states, municipalities, and railroads. This position...  ...railroads (BNSF, UP, CN, CSX, KCS, etc.), public agencies, and private clients to meet project specifications. Perform site... 
    Private client
    Work at office
    Remote work

    Gannett Fleming

    Omaha, NE
    1 day ago
  • $60k - $70k

     ...Overview Outstanding Financial Advisor Opportunity with Local Regional Firm. This Jobot Job is hosted by Shane Bennett. Are you a fit...  ...join us? Advisory-Focused Work Move beyond compliance into true client advisory—working with high-income individuals and business owners... 
    Permanent employment
    Local area
    Remote work

    Jobot

    Omaha, NE
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor for Private Clients. Be the first to apply!