Financial Advisor
Thrivent
Company Description Thrivent is a Fortune 500 financial services organization with a 100-year legacy of helping people build strong financial futures and live generously. Serving more than 2 million clients, Thrivent offers financial advice, insurance, investments, banking, and generosity programs designed to make money a meaningful tool rather than an end goal. The organization focuses on partnering with clients to navigate life's financial challenges with care and attention to what matters most to them. Thrivent is deeply committed to community impact and values-driven decision making. For more information, visit thrivent.com or connect via Thrivent's social media channels. Role Description The Financial Advisor role in Omaha, NE is a full-time, on-site position focused on helping clients create and implement personalized financial strategies. Day-to-day responsibilities include meeting with clients to understand their goals, conducting financial analyses, and developing plans for retirement, investments, insurance, and other key financial needs. The Financial Advisor will provide ongoing guidance, monitor client portfolios, and adjust strategies in response to changing circumstances and market conditions. The role also involves educating clients on Thrivent's products and services, maintaining compliance with regulatory and company standards, and building long-term relationships through regular reviews and proactive outreach. Collaboration with internal teams and participation in local community and networking activities are also expected. Qualifications Candidates should possess strong Financial Planning and Financial Advisory skills, including the ability to develop holistic, client-centered financial strategies. Candidates should possess solid Finance and Investments skills, with the capability to analyze markets, recommend appropriate solutions, and manage diversified portfolios. Candidates should possess expertise in Retirement Planning, including designing income strategies and long-term savings plans aligned with client objectives. Relevant licenses and certifications (such as FINRA Series registrations, state insurance licenses, CFP® or similar) are highly beneficial or may be required within a specified timeframe. Excellent communication, relationship-building, and presentation skills, with a client-service mindset and high ethical standards. Ability to work on-site in Lincoln, NE, manage multiple client relationships, and use financial planning and CRM tools effectively. Bachelor's degree in finance, business, economics, or a related field is preferred; prior experience in financial services or advisory roles is advantageous. #J-18808-Ljbffr Thrivent
$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...SuggestedWork at office- ...provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver... ..., and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to...SuggestedFull timeTemporary workWork at office
$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 office- 5 days ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors We are looking for Experienced Advisors to join our Team in the Omaha area. You've built a successful practice and now...SuggestedFull time
$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-...SuggestedPermanent employmentLocal areaRemote work- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
- ...Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Boulder, Colorado;Lincoln, Nebraska; Colorado Springs, Colorado; Omaha, Nebraska To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$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$80k
...Our visionary model and elite team of highly entrepreneurial advisors has resulted in an aggressive growth trajectory that Inc. Magazine... ...by Investment News as one of the "Best Places to Work for Financial Advisors," and are a "Great Place to Work" certified company....Work at officeEasy work$17.93 - $29.89 per hour
...Heartland Oncology & Hematology Pay Range: $17.93 - $29.89 Position Summary Serves as the primary patient advocate for financial navigation and counseling within an oncology practice. Reviews patient insurance coverage, establishes financial responsibility estimates...Work at officeImmediate start- ...families, created Revolution Capital—our SEC-registered investment advisor and planning division—to fix what’s broken in wealth management... ..., family offices, foundations, and endowments with complex financial lives. We are a REAL FIDUCIARY™ , fee-only firm—not tied to...
- Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
$50 - $85 per hour
We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. In this role, you’ll analyze clients’ financial situations, create personalized plans, and guide them through implementation. If you...Hourly payWork at officeRemote workFlexible hours- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
$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 office- ...Job Description Job Description About Renaissance Financial What we do is not just a job – it is a passion. Renaissance Financial... ...to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control...Flexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Finance/CFO — delivering actionable insights with recommendations for next steps. Qualifications: 3–5 years of progressive FP&A or financial analysis experience; consumer products, manufacturing, or distribution background strongly preferred. Working SQL proficiency...
- ...and regulators.Within our Finance Transformation offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining next-generation processes, scalable data platforms, and AI, we...Local areaVisa sponsorship
- Job Description The Student Financial Services Counselor serves as a vital resource for prospective and continuing students and their families by providing comprehensive, accurate, and student-centered support related to financial aid, billing, and tuition collection. This...Work at office
$125k - $145k
Job Description Summary Focus Partners is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right... ...take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding...Temporary workWork at officeLocal area- 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
- Northwestern Mutual in Omaha, NE is seeking College Financial Representatives for their internship program. Interns will build a financial planning practice, network with experts, and gain crucial skills in financial literacy and sales. Ideal candidates are full-time students...Full timeInternshipFlexible hours
$132.03k - $161.37k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client...Temporary workWork experience placementLocal area$97k - $192k
...for advancement ~ Training & development ~ Vision 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 hours$21.94 - $26.82 per hour
...Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workLocal area- ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$20 - $23 per hour
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Temporary workLocal area$152.37k - $186.23k
...Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workWork experience placement3 days per week- ...lives of others while primarily working from home? If you answered “ yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE. In this full-time position,...Hourly payFull timeWork at officeMonday to FridayShift work
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