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Financial services Jobs in Omaha, NE

Last updated: 19 hours ago
  • Promoted
Financial Planner

Financial Planner

Avior Wealth Management, LLComaha, NE, United States
$90,000.00 yearly
Full-time
Financial Planner at Avior Wealth Management.Welcome to Avior Wealth Management!.Are you passionate about helping clients achieve financial peace of mind? At Avior Wealth Management, we go beyond n...Show moreLast updated: 11 days ago
Financial Services Representative

Financial Services Representative

Charles SchwabOmaha, NE, US
$47,300.00 yearly
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 30+ days ago
Financial Services Representative I

Financial Services Representative I

First Interstate BankOmaha, NE
Full-time
If you are a current FIB employee, please apply through the Career Worklet in the.This position is located at our Omaha, NE S. We know your career is just one aspect of a meaningful, complex, and de...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Financial Services Research Participant - Flexible Schedule - High Compensation Flexibility (Hiring Immediately)

Financial Services Research Participant - Flexible Schedule - High Compensation Flexibility (Hiring Immediately)

Maxion ResearchOmaha, Nebraska, US
Part-time
Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...Show moreLast updated: 19 hours ago
Insurance and Financial Services Position - State Farm Agent Team Member

Insurance and Financial Services Position - State Farm Agent Team Member

Matt Ricchini - State Farm AgentPapillion, NE, US
$50,000.00–$120,000.00 yearly
Full-time
Our agency has been proudly serving the community since 2006, and we’re excited to continue growing with the addition of new team members. We currently have a dedicated team of five full-time profes...Show moreLast updated: 30+ days ago
LIfe and Financial Services Sales

LIfe and Financial Services Sales

Lance Juett Insurance Agency IncOmaha, NE, US
$80,000.00–$90,000.00 yearly
Full-time
Quick Apply
We are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in people's lives. As our newest life insurance sales representative you will sell and market l...Show moreLast updated: 30+ days ago
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Financial Advisor

Financial Advisor

Renaissance FinancialOmaha, NE, United States
Full-time
What we do is not just a job – it is a passion.Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City.Our M...Show moreLast updated: 22 days ago
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Financial Analyst

Financial Analyst

North End Teleservices, LLCOmaha, NE, US
Full-time
Come join a fast-growing team that provides you with the opportunity for advancement! We also have a Gym, Cafe, and Garage Parking as a benefit. This team is growing fast, and we are looking for an ...Show moreLast updated: 30+ days ago
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Healthcare Financial Counselor

Healthcare Financial Counselor

ArchWell HealthOmaha, NE, United States
Full-time
Healthcare Financial Counselor.Omaha, NE, USA Req #12085 Monday, March 3, 2025.ArchWell Health is a new, innovative healthcare provider devoted to improving the lives of our senior members.We de...Show moreLast updated: 1 day ago
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Financial Advisor

Financial Advisor

Ludacka Wealth Partnersomaha, NE, United States
Temporary
Ludacka Wealth Partners is a financial planning and advisory firm, which for 27 years has offered wealth management, retirement and estate planning, and comprehensive insurance coverage to clients ...Show moreLast updated: 1 day ago
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Financial Advisor

Financial Advisor

Stonebridge Wealth Systems, LLCnebraska, NE, United States
Full-time
Stonebridge Wealth Systems is a fast-growing, independent financial advisory firm specializing in comprehensive retirement planning. We serve mass affluent and high-net-worth individuals who are nea...Show moreLast updated: 12 days ago
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Insurance and Financial Services Agent

Insurance and Financial Services Agent

State Farmbellevue, NE, United States
Full-time
As a State Farm independent contractor agent, you can make a difference in people’s lives and help strengthen your community every day. If you’re ready to help, you’re ready to be a State Farm agent...Show moreLast updated: 5 days ago
Financial Services Agent (Commission - Based)

Financial Services Agent (Commission - Based)

The Sullivan AgencyCouncil-Bluffs, IA, US
$75,000.00–$150,000.00 yearly
Quick Apply
Join Our Winning Team - Sales Agent Position with The Sullivan Agency Are you looking for a rewarding career in Insurance with high earning potential and growth opportunities? Look no further than ...Show moreLast updated: 30+ days ago
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Associate Financial Representative

Associate Financial Representative

Modern Woodmen of Americaomaha, NE, United States
Full-time
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organi...Show moreLast updated: 30+ days ago
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  • New!
Financial Accountant II

Financial Accountant II

ImmanuelOmaha, NE, United States
Full-time
Are you a Financial Accountant II looking to work for an.Immanuel Communities is seeking a Financial Accountant II to work at Immanuel Home Office located at 1044 North 115th Street, Omaha, NE 6815...Show moreLast updated: 22 hours ago
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Financial Services Professional

Financial Services Professional

Bankers LifeOmaha, NE, United States
Full-time
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives.If you have a...Show moreLast updated: 22 days ago
  • Promoted
Financial Operations Manager

Financial Operations Manager

National Indemnity CompanyOmaha, NE, United States
BHHIC Berkshire Hathaway Homestate Insurance Company.As a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in working w...Show moreLast updated: 19 days ago
  • Promoted
Financial Planner

Financial Planner

Prudential FinancialOmaha, NE, United States
$50,000.00–$75,000.00 yearly
Full-time +1
Explore a career as a FINANCIAL PLANNER!.Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!. We have an immediate opening for a highly motiv...Show moreLast updated: 22 days ago
  • Promoted
  • New!
Financial Counselor

Financial Counselor

CommonSpirit HealthOmaha, NE, United States
Full-time
CHI Health strives to care for you the way you care for your patients.We understand you have personal responsibilities outside of your profession and also care about your well-being.With you in min...Show moreLast updated: 22 hours ago
Financial Planner

Financial Planner

Avior Wealth Management, LLComaha, NE, United States
11 days ago
Salary
$90,000.00 yearly
Job type
  • Full-time
Job description

Financial Planner at Avior Wealth Management

Welcome to Avior Wealth Management!

Are you passionate about helping clients achieve financial peace of mind? At Avior Wealth Management, we go beyond numbers – we build relationships that shape brighter futures. As an employee-owned firm, we empower our team with the tools, mentorship, and flexibility to thrive in their careers while making a meaningful impact on clients' lives.

Why Join Avior Wealth Management?

  • Competitive Pay & Growth : Starting salary ranges from $60,000 to over $90,000 (dependent on experience and qualifications) with potential increases upon earning CFP®, CFA, or other essential certifications.
  • Work-Life Balance : Enjoy flexibility for remote work, unlimited vacation time, all stock market holidays off.
  • Comprehensive Benefits : Includes health, vision, and dental insurance, employer HSA contributions, and long-term disability and life insurance.
  • Employee-Owned : We are an employee-owned company, offering opportunities for ownership and long-term career advancement.

What You’ll Do :

  • Collaborate directly with advisors and clients to build, monitor, and implement personalized financial plans.
  • Utilize MoneyGuidePro and proprietary planning tools to develop customized strategies.
  • Monitor and enhance client financial health across various areas :
  • Retirement and investment planning
  • Tax planning
  • Insurance planning
  • Cash flow
  • Estate planning
  • Business owner and education planning
  • Collaborate with CPAs, attorneys, and insurance agents to implement financial strategies
  • Choose your own career path : stay a financial planner or transition to a full-time advisor at your own pace.
  • Career Progression & Ownership

    Avior Wealth is committed to supporting your career growth. Whether you want to :

  • Grow as a Financial Planner ,
  • Transition into an Advisory Role , or
  • Become an owner in the firm— we offer a structured, flexible path with no strict production requirements or timelines.
  • What We’re Looking For :

  • Education : Bachelor’s degree required; CFP® designation or active pursuit required.
  • Experience : 2-3 years of experience in financial planning, investment management, and client relationship management preferred.
  • Technical Skills : Proficiency with MoneyGuidePro , Microsoft Office Suite (Outlook, Excel, Word, Teams).
  • Key Traits :
  • Self-motivated with strong time management skills.
  • Ability to collaborate in a fast-paced environment.
  • Excellent problem-solving, analytical, and communication skills.
  • Ready to Join Us?

    If you're looking for a firm that values your growth, flexibility, and work-life balance , apply today and start your journey with Avior Wealth Management!

  • We look forward to hearing from you!