firstnationalbankofomaha.com
The Private Wealth Advisor serves as a trusted advisor to ultra-affluent clients and prospects, helping them build, grow, and preserve wealth through a team-led approach. This role involves delivering personalized education, advice, and holistic financial solutions to meet complex banking, planning, and wealth preservation needs. The advisor works collaboratively with specialists to manage multi-generational wealth and drive business development within the Wealth Management segment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for firstnationalbankofomaha.com.
9% above the average for this role