- Edward Jones (Omaha, NE)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner… more
- First National Bank of Omaha (Bellevue, NE)
- …Work location is subject to change based on business needs. **Summary of the Job:** The Financial Advisor is a trusted advisor who will serve clients ready ... to start with simple to moderately complex investment needs. Through an advisor led approach, the Financial Advisor will serve as a planning generalist to… more
- Thrivent Financial (Omaha, NE)
- …Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- Edward Jones (Omaha, NE)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Deloitte (Omaha, NE)
- Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and ... account financial management serving as a focal point for aspects...focal point for aspects of engagement, program, and account financial management control. EFAs provide financial management… more
- Deloitte (Omaha, NE)
- Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and ... account financial management serving as a focal point for aspects...focal point for aspects of engagement, program, and account financial management control. EFA provides financial management… more
- JPMorgan Chase (Gretna, NE)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- HUB International (Omaha, NE)
- …**career goals** **.** **Your job responsibilities as the Education Consultant and Wealth Advisor :** + Provide financial education and advice to help employees ... If so, this is the career for you.** As an Education Consultant and Wealth Advisor **,** you will engage retirement plan participants and their families in holistic … more
- Avera Marshall (Omaha, NE)
- …of Financial Reporting Services, as well as functioning as the primary financial advisor and finance advocate for the areas supported. + This position ... Plans is currently seeking a highly motivated Manager of Financial Reporting! * May be eligible for a $10,000...people and our communities. + As a Manager of Financial Reporting, provide routine reporting that communicates current results… more
- Deloitte (Omaha, NE)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Edward Jones (Omaha, NE)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Morgan Stanley (Omaha, NE)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client… more
- Deloitte (Omaha, NE)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Omaha, NE)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Omaha, NE)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (Omaha, NE)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Omaha, NE)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Omaha, NE)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Omaha, NE)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Omaha, NE)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment +… more