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firstnationalbankofomaha.com
The Sr. Financial Advisor advises affluent clients through multiple delivery channels, providing investment management, fiduciary advice, and comprehensive financial planning. The role involves regularly meeting with clients to assess their financial situations and determine investment objectives and risk tolerance. Additionally, the advisor develops networks with third-party referral sources and partners with internal bank specialists to deliver a full array of expertise.
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.
firstnationalbankofomaha.com didn’t post a salary, so this is our estimate from similar listings.
47% above the average for this role