Financial Advisor
First National Bank of Omaha
About this role
The Sr. Associate, Investments and Planning at FNBO is responsible for advising affluent clients with investment management, fiduciary advice, asset management, and financial planning. The role involves client meetings, developing networks, and providing comprehensive investment guidance while working primarily onsite in a collaborative environment.
Skills
About First National Bank of Omaha
fnbo.comN/A
Recent company news
MarketBeatFirst National Bank of Omaha Makes New Investment in Tractor Supply Company $TSCO
3 weeks ago
NerdWalletBest Business Credit Cards for Bad Credit of 2025
3 days ago
MarketBeatFirst National Bank of Omaha Invests $38.78 Million in JPMorgan Chase & Co. $JPM
1 week ago
MarketBeatFirst National Bank of Omaha Acquires New Position in CocaCola Company (The) $KO
3 weeks ago
MarketBeatFirst National Bank of Omaha Acquires New Shares in Northern Trust Corporation $NTRS
3 weeks ago
About First National Bank of Omaha
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for First National Bank of Omaha.
Salary
$98k – $133k
per year