Wealth Advisor Investment Officer
$80,000–$120,000 year
Remote · Omaha, Nebraska, United States or United States
Omaha, Nebraska, United States or United StatesRemoteFull Time$80,000–$120,000 yearMid LevelBachelors DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
The Wealth Advisor/Investment Officer serves as a fiduciary and financial partner to high-net-worth clients, providing tailored investment strategies and financial planning services while developing new business through networking and referrals.
Required Qualifications
- Bachelor’s degree in Finance/Accounting/Economics or related field
- Completion of Certified Financial Planner (CFP) program or progress towards obtaining CFP designation
- 3-5 years’ experience in investment advisory, financial planning or related field
- Demonstrated success in business development and client acquisition
- Knowledge of financial markets, portfolio construction, and wealth planning strategies
- Excellent interpersonal skills, communication, and relationship building skills
- Valid Nebraska driver’s license
Desired Qualifications
- Accurate and detailed
- Organized
- Time efficient and deadline driven
- Effective communicator- written and verbal
- Customer service focused
- Self-directed and takes initiative
Additional Requirements
- Some travel is required
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