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Wealth Management Professional Jobs in Nebraska (NOW HIRING)

Firstnational

Private Wealth Advisor

Omaha, NE · On-site

Responsible for growing and retaining Wealth Management relationships utilizing effective ... Will exhibit professional behavior and promote positive working relationships. Understands and ...

Firstnational

Head of Private Wealth Advisory

Omaha, NE · On-site

$200K - $275K/yr

You will lead professionals delivering a team-led approach to serve high-net-worth and ultra-high ... You will champion an integrated wealth model spanning investment management, fiduciary solutions ...

U.S. Bank

Private Wealth Advisor

Omaha, NE · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial ... Professional designation such as CFA or CFP is preferred If there's anything we can do to ...

Us Bank

Private Wealth Advisor

Omaha, NE · On-site

$125 - $150/hr

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial ... Professional designation such as CFA or CFP is preferred If there's anything we can do to ...

US Bank

Private Wealth Advisor

Omaha, NE · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial ... Professional designation such as CFA or CFP is preferred If there's anything we can do to ...

US Bank

PWM Wealth Strategist

Omaha, NE

$159K - $188K/yr

Helps with client discovery and work with wealth management specialists to deepen and broadens ... Focuses to grow the PWM business within assigned Market by utilizing established professional ...

Bankers Life

Financial Services Professional

Omaha, NE · On-site

... Professionals. Our award-winning training equips you with the knowledge, skills, and financial ... Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning ...

Bankers Life

Financial Services Professional

Lincoln, NE · On-site

... Professionals. Our award-winning training equips you with the knowledge, skills, and financial ... Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning ...

Revolution Group, LLC

Marketing Manager

Omaha, NE

Who We Are Revolution Group, LLC is a REAL FIDUCIARY™, fee-only wealth management firm. We ... Experience in professional services, financial services, or another trust-based industry preferred

Bankers Life

Financial Services Professional

Omaha, NE · On-site

$50K - $80K/yr

... wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such ...

Bankers Life

Financial Services Professional

Omaha, NE · On-site

$50K - $80K/yr

... wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such ...

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Wealth Management Professional information

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$71.5K

$93.2K

$111.6K

How much do wealth management professional jobs pay per year?

As of Sep 8, 2026, the average yearly pay for wealth management professional in Nebraska is $93,178.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,500.00 and $103,900.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management Professional vs Financial Advisor?

AspectWealth Management ProfessionalFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, Series 7/66
Work EnvironmentBanking, private banks, wealth firmsIndependent, firm-based, or bank
Industry UsageHigh-net-worth clients, comprehensive planningGeneral clients, investment advice

Wealth Management Professionals and Financial Advisors often share certifications like CFP and Series 7/66, work with clients in financial planning, and operate in similar environments. However, Wealth Management Professionals typically focus on high-net-worth clients with comprehensive wealth strategies, while Financial Advisors may serve a broader client base with investment and retirement advice.

What are different careers in wealth management?

Careers in wealth management include roles such as financial advisor, portfolio manager, estate planner, and client relationship manager. These professionals typically require strong financial analysis skills, certifications like the CFP or CFA, and work in financial firms or private banks to help clients manage and grow their assets.

What does a wealth management professional do?

A wealth management professional provides financial planning and investment advice to clients, helping them achieve their financial goals. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial software; certifications such as CFP or CFA are common. Their work involves ongoing portfolio management, risk assessment, and client communication to ensure financial growth and stability.

What are the most commonly searched types of Wealth Management jobs in Nebraska?

The most popular types of Wealth Management jobs in Nebraska are:

What are popular job titles related to Wealth Management Professional jobs in Nebraska?

For Wealth Management Professional jobs in Nebraska, the most frequently searched job titles are:

What job categories do people searching Wealth Management Professional jobs in Nebraska look for?

The top searched job categories for Wealth Management Professional jobs in Nebraska are:

What cities in Nebraska are hiring for Wealth Management Professional jobs?

Cities in Nebraska with the most Wealth Management Professional job openings:

Wealth Management Professional jobs near you

Wealth Management Client Associate

Bank of America

Omaha, NE • On-site

Full-time

Re-posted 7 days ago

Key responsibilities

  • Provides excellent client service by educating clients on banking offerings and addressing their service needs.

  • Ensures the accuracy, timeliness, and completeness of client materials and follows up on requests from clients and Financial Advisors.

  • Supports day-to-day team activities, including covering roles during absences or seasonal increases, with a client-first approach.

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 537 frontline employees who took The Breakroom Quiz

48th of 175 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
"Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"
Shift:
1st shift (United States of America)
Hours Per Week:
37.5

What Bank Of America employees say

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Benefits

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Workplace

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

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