Senior Advisor II, Wealth Advisory - 2237470

FORVIS

• $80K — $95K *
Lincoln, NE 68516In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree
  • 2+ years of relevant financial planning experience
  • Current and valid Certified Financial Planner (CFP) designation or eligible for the exam
  • Preferred Financial Planning Degree

Responsibilities

  • Support a Wealth Management team serving affluent families
  • Assist in creating comprehensive wealth management strategies
  • Focus on financial, retirement, investment, education, estate, and survivor assistance planning
  • Develop and maintain in-depth knowledge of wealth management services
  • Engage in business development to acquire new clients

Benefits

  • Comprehensive health insurance
  • Retirement savings plan options
  • Continuous professional development opportunities
  • Collaborative team environment
  • Access to wealth management resources and tools
Full Job Description
Description & Requirements

What You Will Do:

  • Supporting a Wealth Management team of advisors serving affluent families
  • Assisting families in creating comprehensive wealth management strategies including:
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Education Planning
    • Estate & Legacy Planning
    • Survivor Assistance
  • Develop/maintain in-depth expertise and global knowledge of wealth management services.
  • Actively support business development activities to identify, pursue & acquire new clients.

Minimum Qualifications:

  • Bachelor's Degree
  • 2+ years of relevant professional experience, including experience in financial planning
  • Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam

Preferred Qualifications:

  • Financial Planning Degree

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* Ladders Estimates
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