Associate Private Banker
Omaha, NE · On-site
The Associate Private Banker will provide product and service support for the Private Bankers in ... Ability to understand the financial needs of the retail brokerage clientele * Maintain poise ...
Omaha, NE · On-site
The Associate Private Banker will provide product and service support for the Private Bankers in ... Ability to understand the financial needs of the retail brokerage clientele * Maintain poise ...
Omaha, NE · On-site
The Associate Private Banker will provide product and service support for the Private Bankers in ... Ability to understand the financial needs of the retail brokerage clientele * Maintain poise ...
Omaha, NE · On-site
The Associate Private Banker will provide product and service support for the Private Bankers in ... Ability to understand the financial needs of the retail brokerage clientele * Maintain poise ...
Omaha, NE · On-site
The Associate Private Banker will provide product and service support for the Private Bankers in ... Ability to understand the financial needs of the retail brokerage clientele * Maintain poise ...
Associate Client Manager - Employee Health & Benefits Award-winning, inclusive, Top Workplace ... broker. * Experience in managing, implementing, and renewing group health & welfare plans ...
Associate Client Manager - Employee Health & Benefits Award-winning, inclusive, Top Workplace ... broker. * Experience in managing, implementing, and renewing group health & welfare plans ...
Associate Client Manager - Employee Health & Benefits Award-winning, inclusive, Top Workplace ... broker. * Experience in managing, implementing, and renewing group health & welfare plans ...
Associate Client Manager - Employee Health & Benefits Award-winning, inclusive, Top Workplace ... broker. * Experience in managing, implementing, and renewing group health & welfare plans ...
Omaha, NE · On-site
$52K/yr
You'll gain hands-on experience supporting brokers while developing the skills needed to manage a ... Have an associate degree (required). * Enjoy solving problems and thinking critically. * Are ...
Omaha, NE · On-site
$52K/yr
You'll gain hands-on experience supporting brokers while developing the skills needed to manage a ... Have an associate degree (required). * Enjoy solving problems and thinking critically. * Are ...
Omaha, NE · On-site
Leverage Trading Associate The Tidal Financial Group is a leading ETF investment technology ... Working closely with Prime Brokers and Market Makers to ensure trading best execution and fund ...
Omaha, NE · On-site
Leverage Trading Associate The Tidal Financial Group is a leading ETF investment technology ... Working closely with Prime Brokers and Market Makers to ensure trading best execution and fund ...
Kearney, NE · On-site
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
Kearney, NE · On-site
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
Omaha, NE · On-site
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
Omaha, NE · On-site
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
Lincoln, NE · On-site
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
Lincoln, NE · On-site
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
Bellevue, NE · On-site
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
Bellevue, NE · On-site
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
Grand Island, NE · On-site
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
Grand Island, NE · On-site
$21 - $26/hr
... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...
Brokerage Platform Trading & Support * Serve as primary trader and contact for the OSM brokerage platform across approximately 1,200 advisory accounts representing approximately $550MM in AUM ...
Brokerage Platform Trading & Support * Serve as primary trader and contact for the OSM brokerage platform across approximately 1,200 advisory accounts representing approximately $550MM in AUM ...
Omaha, NE · On-site
$140 - $230/hr
... brokerage's vision, growth initiatives, and long-term success. Manage one or more real estate office(s). Oversees office support team and sales associate performance, compliance, and training to ...
Omaha, NE · On-site
$140 - $230/hr
... brokerage's vision, growth initiatives, and long-term success. Manage one or more real estate office(s). Oversees office support team and sales associate performance, compliance, and training to ...
Omaha, NE · On-site
... brokerage's vision, growth initiatives, and long-term success. Manage one or more real estate office(s). Oversees office support team and sales associate performance, compliance, and training to ...
Omaha, NE · On-site
... brokerage's vision, growth initiatives, and long-term success. Manage one or more real estate office(s). Oversees office support team and sales associate performance, compliance, and training to ...
Omaha, NE · On-site
$120 - $180/hr
... brokerage's vision, growth initiatives, and long-term success. Manage one or more real estate office(s). Oversees office support team and sales associate performance, compliance, and training to ...
Omaha, NE · On-site
$120 - $180/hr
... brokerage's vision, growth initiatives, and long-term success. Manage one or more real estate office(s). Oversees office support team and sales associate performance, compliance, and training to ...
Highlight the brokerage value proposition, technology platforms, training programs, and support ... Associate's degree in Business Administration, Technology, Marketing, Communications, or related ...
Quick apply
Highlight the brokerage value proposition, technology platforms, training programs, and support ... Associate's degree in Business Administration, Technology, Marketing, Communications, or related ...
$29.1K - $33.8K
16% of jobs
$33.8K - $38.5K
6% of jobs
$39.6K is the 25th percentile. Wages below this are outliers.
$38.5K - $43.3K
14% of jobs
$43.3K - $48K
8% of jobs
$48K - $52.7K
1% of jobs
$52.7K - $57.4K
1% of jobs
The median wage is $59.5K / yr.
$57.4K - $62.1K
9% of jobs
$62.1K - $66.9K
15% of jobs
$68.8K is the 75th percentile. Wages above this are outliers.
$66.9K - $71.6K
13% of jobs
$71.6K - $76.3K
6% of jobs
$76.3K - $81K
11% of jobs
$29.1K
$56.3K
$81K
| Aspect | Brokerage Associate | Financial Advisor |
|---|---|---|
| Required Credentials | Series 7, Series 63/66 licenses | Series 7, Series 66, CFP certification (optional) |
| Work Environment | Support role in brokerage firms, assisting brokers and clients | Client-facing role providing financial planning and investment advice |
| Employer & Industry Usage | Used in brokerage firms, banks, and investment companies | Used in financial planning firms, banks, and independent advisory practices |
While both roles involve working with investments and require licensing, Brokerage Associates primarily support brokers and handle administrative tasks, whereas Financial Advisors focus on providing personalized financial advice and planning to clients.
The most popular types of Brokerage jobs in Nebraska are:
For Brokerage Associate jobs in Nebraska, the most frequently searched job titles are:
The top searched job categories for Brokerage Associate jobs in Nebraska are:
Cities in Nebraska with the most Brokerage Associate job openings:

8.4
Based on 155 frontline employees who took The Breakroom Quiz
31st of 150 rated financial services
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate ("Associate Private Banker" or "APB") to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.
Job Description/Position Responsibilities
Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
Assist in developing and implementing marketing campaigns
Assist in the development and maintain adequate marketing pipelines to meet revenue targets.
Communicate new product and policy enhancements to FAs and branch staff
Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners
Required Experience:
Minimum of 3 years of experience with an investment, commercial or private bank
2 years of client service, business development and/or Sales Desk experience
Experience in understanding the financial needs of all types of clients
Bachelor's degree preferred, or relevant work experience
Skills/Abilities:
Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
Excellent verbal and written communication skills
Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
Ability to understand the financial needs of the retail brokerage clientele
Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
Software proficiency (e.g., Word, Excel, PowerPoint)
Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
Strong interpersonal collaboration and team skills including working with cross-functional teams
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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