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Wealth Management Client Associate; Omaha
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-01-27
Listing for:
UBS
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A global wealth management firm in Omaha is seeking a Client Associate to assist Financial Advisors in meeting clients' financial goals. Candidates should have over 3 years of client service experience, preferably in finance, and possess strong communication and organizational skills. A Bachelor's degree in business or finance is required, along with Series 7 and 66 licenses preferred. This role emphasizes support for client relations and offers opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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