Location: Omaha - FN Business Park
At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.
Summary of the Job
The Financial Planner works closely with FNBO’s ultra-high net worth clients and the supporting client team. Develops and presents comprehensive financial plans, provides recommendations to improve the client’s overall financial well-being, and delivers a superior planning experience. The Financial Planner will exhibit the ability to maintain the highest level of confidentiality and perform complex and detail.
About This Role
Attend and lead customer meetings around financial planning process and goal selection. Be able to help customers identify needs and objectives. Meetings include: Introduction, Goal Settings, Data Gathering, Plan Delivery, Updates, etc.
Job description provided by FNBO.
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