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Banking & Finance Financial Sales

Client Advocate: Financial Services Support & Meetings

Remote / Online - Candidates ideally in
Omaha, Douglas County, Nebraska, 68197, USA
Listing for: Avior Wealth Management LLC
Full Time, Remote/Work from Home position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales
Job Description & How to Apply Below
A financial services provider is seeking a Client Advocate in Omaha, Nebraska. This full-time role focuses on client support, preparing documentation for financial advisors, and managing various operational tasks to enhance the client experience. The ideal candidate has a relevant bachelor's degree and 1-3 years of experience in financial services. They should possess strong interpersonal skills, effective communication ability, and be detail-oriented.

A comprehensive benefits package is offered, alongside work-from-home flexibility one day per week.
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