First National Bank of Omaha

Sr. Financial Advisor

First National Bank of Omaha

9 days ago
Fort Collins, CO
Onsite
Full Time
Senior
0 applicants
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First National Bank of Omaha
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About this role

A Sr. Financial Advisor at FNBO advises affluent clients on investment management, fiduciary advice, and financial planning. The role involves developing relationships, understanding client needs, and providing comprehensive solutions.

Skills

Qualifications

Bachelor’s degree in Business Administration or related fieldFINRA Series 7 and 66 (or Series 63 & 65) registrationsState Life, Accident & Health and Variable Contract insurance licenses
First National Bank of Omaha

About First National Bank of Omaha

fnbo.com

N/A

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

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