Financial Advisor Assistant
Moylan Kropp
Job DescriptionJob DescriptionFinancial Advisor Assistant Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client. We work with a team of Certified Financial Planners TM, Certified Public Accountants, estate planning attorneys, and insurance professionals.We are currently seeking a candidate to join our team as a Financial Advisor Assistant.Qualification Include:Professional and positive demeanor; warm, compassionate, conversationalStrong verbal and written communicationsStrong organizational skillsAbility to work with highly confidential informationHigh level of work ethic, and self-motivationPreferred Experience:Bachelor’s degreeOffice and administrative support experienceInterest in Finance, Accounting, Economics, or Financial PlanningJob Duties Include:Serve customer requests (example- account updates or distributions)Answer phones, screen and direct pertinent callersPrepare reports for client portfolio review meetingsPrepare and submit new account paperworkInitiate and track account transfersDocument management (scan and save forms, statements, etc)Assist with organizing client eventsMaintain client management systemAnalyze mutual funds, ETF's, stocks, and other investmentsGreet and communicate with clientsSchedule client appointments
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor Assistant in Omaha, NE vacancy
- ...and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer... .... As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent... ...meetings and ensuring timely follow-up Assisting operations and administrative teams as needed...SuggestedFull timeTemporary workWork at office
Lutz
Omaha, NE5 days ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Group
Omaha, NE3 days ago- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedWork at officeFlexible hours
LinkedIn
Omaha, NE1 day ago - Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.As a Financial Advisor...SuggestedWork at office
Bankers Life
Omaha, NE5 days ago $61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...SuggestedWork at officeNorthwestern Mutual Life Insurance Company
Omaha, NE2 days ago- ...Job DescriptionJob DescriptionAbout Renaissance Financial What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive... ...to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control...Flexible hours
Renaissance Financial
Omaha, NE2 days ago $60k - $70k
...Overview Outstanding Financial Advisor Opportunity with Local Regional Firm. This Jobot Job is hosted by Shane Bennett. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $60,000 - $70,000 per year Why join us? Advisory...Permanent employmentLocal areaRemote workJobot
Omaha, NE2 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at officeUnavailable
Omaha, NE5 days ago$140k - $160k
...Senior Financial Advisor Omaha Metropolitan Area | Full-Time | In-Office Preferred $140,000–$160,000 Base + New Business Incentives The Opportunity A growing wealth advisory firm is seeking a Senior Financial Advisor to lead client relationships, deliver comprehensive...Full timeWork at officeLocal areaRemote workMOHR Talent
Omaha, NE5 days ago$80k - $90k
...Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...Interim roleWork at officeLocal areaImmediate startDay shiftBank of America
Omaha, NE5 days ago$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...associates are eligible for the firm’s Employee Assistance Program. Compensation We know that...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$36k - $75k
A leading financial services company is seeking a Financial Representative Trainee in Omaha to empower individuals for a successful career in financial advising. The role includes a comprehensive training program focusing on sales skills, product knowledge, and customer...Traineeship$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Omaha, NE4 days ago- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaWork from homeShift workDay shift
$24 - $30 per hour
...support. This role plays a critical part in maintaining accurate financial records, ensuring timely invoicing and payments, and supporting... ...journal entries and accruals as part of month‑end close Assist with audit preparation by organizing documentation and responding...Full time$96k - $120k
...proficiency in analyzing accounting data, identifying and communicating financial risk, and working cross functionally with accounting and... ...with finance and business partners to mitigate risks. Assist in escalation of AR related risk Periodic review of inventory...Full timeWork experience placementFlexible hoursShift workWorld Wide Technology
Omaha, NE1 day ago- ...Financial Support Counselor The Financial Support Counselor reports to the Assistant Director for Support & Outreach and serves as a member of the Office of Financial Support and Scholarships customer service cluster. Primarily responsible for providing excellent customer...Work at office
University of Nebraska at Omaha
Omaha, NE1 day ago $42.6k
...treatment in our selection decisions and processes. Job Title Financial Support Counselor Job Grade AS15H... ...Summary The Financial Support Counselor reports to the Assistant Director for Support & Outreach and serves as a member of the...Hourly payFull timeTemporary workSummer workWork at officeRemote workUniversity of Nebraska Omaha
Omaha, NE5 days ago- Hours 30 hours per week Responsibilities Accounts Payable & Receivable: Maintain accurate and up-to-date financial records, including tracking accounts payable and accounts receivable, and performing regular bank and credit card reconciliations to ensure all transactions...
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join... ...to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match...TraineeshipHome officeMutual of Omaha
Omaha, NE2 days ago$131.46k - $225.36k
...all new hires. Serve as the primary advisor to high-net-worth and ultra-high-net-worth... ...wealth strategies that drive long-term financial success. You’ll lead client relationships... ...among other factors. Compliance and Assistance Associated Bank provides additional assistance...Associated Banc-Corp
Omaha, NE2 days ago$97k - $192k
...insuranceOpportunity for advancementTraining & developmentVision insurance The Erickson Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hoursErickson Region Modern Woodmen of America
Omaha, NE1 day ago$80k - $105k
...Job DescriptionJob DescriptionThe OpportunityWe're hiring a Financial Planner to join our Omaha office to lead new client relationships... ...independentlyExperience with Charles Schwab or Altruist, Orion Advisor Services, Right Capital, Redtail, Holistiplan, Microsoft Office...Work at officeCornerstone Financial Group
Omaha, NE1 day ago- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
Modern Woodmen
Council Bluffs, IA3 days ago - ...Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’tyour typical wealth management firm... ...just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart byactually livingand acting...Local area
Waverly Advisors LLC
Council Bluffs, IA5 days ago $125k - $145k
...Summary:**Focus Partners is seeking a Wealth Advisor. The Wealth Advisor has a passion to... ...first approach to fulfilling clients’ financial goals. They do this by first listening to... ...recommendations, tax loss harvesting, etc.* Assist with client billing reviews to ensure...Temporary workFocus Partners Wealth
Omaha, NE2 days ago- ...the cracks?At Revolution Group, LLC, we’re looking for a Wealth Advisor to bring new client relationships to the firm and help serve... ...families, family offices, foundations, and endowments with complex financial lives.We are a REAL FIDUCIARY™, fee-only firm, not tied to Wall...Full time
Revolution Group LLC
Omaha, NE4 days ago - ...vision and values. Position OverviewThe Financial Planner at Avior plays a vital role in guiding... ...planning. Working side by side with advisors, clients, and professional partners, you... ...in the face of the unexpected.Employee Assistance Program (EAP):Access resources and...Full timeWork at officeWork from homeFlexible hours
Avior Wealth Management LLC
Omaha, NE1 day ago $145k - $155k
...Senior Wealth Advisor (CFP) Omaha, NE | $145K-$155K Base | $200K Target Total Compensation Approximately $200,000 In-Office Preferred... ...Advisor to manage client relationships, deliver sophisticated financial planning, and help grow the firm's business. This...Work at officeRemote workMOHR Talent
Omaha, NE21 days ago- ...The Student Financial Services Counselor serves as a vital resource for prospective and continuing students and their families by providing... ...conversions, emergency loan approvals, and repayment plans. Assist students with billing questions and financial topics, including...Full timeWork at officeShift work
Creighton University
Omaha, NE4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor Assistant. Be the first to apply!
Related searches
- financial advisor associate Omaha, NE
- financial planning associate Omaha, NE
- financial consultant Omaha, NE
- finance associate Omaha, NE
- financial planner cfp Omaha, NE
- financial planning administrator Omaha, NE
- associate corporate finance Omaha, NE
- financial planner Omaha, NE
- financial planning assistant Omaha, NE
- financial advisor training program Omaha, NE