- 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 ... **READY** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with… more
- First National Bank of Omaha (Council Bluffs, IA)
- …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
- Edward Jones (Omaha, NE)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… 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
- JPMorgan Chase (Omaha, 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
- First National Bank of Omaha (Omaha, NE)
- …Coach and drive accountability for customer experience expectations with the Advisors and Financial Advisor Associates and ensure that we are exceeding customer ... business needs. **Summary of the Job:** The Director of Financial Advisory Services is accountable for the management and...needs and expectations. + Advisor Support - provide advice and guidance to Advisors… more
- First National Bank of Omaha (Omaha, NE)
- …and team decisions. Attend team and divisional meeting. Build strong relationships with Financial Advisors and Financial Advisor Associates, serving as ... change based on business needs. **Summary of the Job:** The Director of Financial Planning works closely with FNBO's ultra-high net worth clients and the supporting… 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 ... care. Avera Health Plans is currently seeking a highly motivated Manager of Financial Reporting! **This position is located in Sioux Falls, SD** Position Highlights:… 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
- 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)
- …with Deloitte's Financial Planning and Analysis (FP&A) team, our Engagement Financial Advisor (EFA) organization, Global Finance Services (GFS), and other ... and Communications, Human Resources/Talent, Information Technology, Facilities Management, and Financial Support Services. Position Summary The Senior Accountant will… 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)
- …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)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as master's in ... 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)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as master's in ... 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 ... to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work… more
- Deloitte (Omaha, NE)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging… more