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Financial Consultant Financial Analyst Banking & Finance

Hybrid Investment Analyst: Portfolio & Client Insights

Job in Lincoln, Lancaster County, Nebraska, 68511, USA
Listing for: Ameritas
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Banking & Finance
  • Business
    Financial Analyst, Banking & Finance
Job Description & How to Apply Below
A financial services provider is seeking a candidate for a hybrid position that combines financial analysis and relationship management. This role involves analyzing various investment portfolios, making recommendations, and maintaining communication with internal and external stakeholders. A Bachelor’s degree in Finance and relevant experience are required, along with progress towards CFA or CFP designation. The position offers competitive salary and comprehensive benefits.
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