Business Owners Advisor: Succession & Wealth Planning
Nabity Business Advisors
Nabity Business Advisors seeks a Client Advisor in Omaha, NE, to support business owners with succession planning and estate coordination. The role demands clear communication and analytical skills, along with a Bachelor's degree in finance or business. You will engage with clients to provide tailored advisory support, build financial models, and collaborate with legal and tax advisors. A valid driver's license and passing background checks are required. Generous paid time off and a retirement plan are offered. #J-18808-Ljbffr Nabity Business Advisors
Vacancy posted 4 days ago
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