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Financial Consultant

Wealth Management Client Support Associate

Job in Omaha, Douglas County, Nebraska, 68197, USA
Listing for: First National Bank of Omaha
Full Time position
Listed on 2026-03-03
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 47613 - 78560 USD Yearly USD 47613.00 78560.00 YEAR
Job Description & How to Apply Below
A financial services provider is seeking a Client Relationship Associate to provide daily customer support while working closely with Financial Advisors. This role requires maintaining customer portfolios, anticipating client needs, and assisting in the financial planning process. The ideal candidate should possess a Bachelor's degree in Business Administration, strong communication skills, and the ability to deliver clear solutions. The position offers a competitive salary ranging from $47,613 to $78,560, with a focus on fostering a collaborative work environment.
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Position Requirements
10+ Years work experience
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