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Wealth Advisor II - Omaha location

Company: Security National Bank of Omaha
Location: Omaha
Posted on: March 19, 2023

Job Description:

As a family-owned business that spans five decades and three generations since 1964, we value relationships, supporting each other s unique differences. We understand the importance of personal belonging which is why you ll hear our employees talk about being part of the SNB family. Now, more than ever, as we ve expanded our roots into new markets, it s the prime time to join our growing team. As a community bank, we offer comprehensive financial solutions for personal, business, and private banking, treasury management, wealth management and mortgage needs in Nebraska, Iowa, and Texas. We have 10 convenient full-service branch locations in the Omaha and Council Bluffs as well as full-service branches in the Jordan Creek area of West Des Moines and in uptown Dallas. Learn more about our story at or visit us on LinkedIn and Facebook. JOB SUMMARY This position is responsible for managing current client portfolios to retain and grow that segment of the business. Secondarily, assists in the development of asset allocation models, security selection and economic forecasts. Additionally, this role develops new investment business opportunities for the Bank. ESSENTIAL FUNCTIONS Management of Client Portfolios (40%)

  • Assist clients in making sound choices between all the different investment options available.
    • Develops relationships with existing and future clients to build trust and confidence.
    • Recommends investment strategies that fit the clients needs to help them reach their goals.
      • Maximizes client satisfaction to ensure retention of clients.
      • Meets regularly with clients for on-going plan review, updating current and future circumstances, needs and objectives and reviewing investment performance.
      • Educates and communicates with clients about market conditions, evidence-based investment principles, changes in regulatory or tax environment, and other factors which may influence client decisions or behavior.
      • Completes regulator administrative review requirements for assigned client accounts and adheres to other departmental compliance guidelines. Development and Implementation of Investment Strategy Assistance (25%)
        • Contributes to the creation of monthly Economic and Market Analysis reports, asset allocation models, stock focus lists, mutual fund select lists, and other analyses required for portfolio management.
        • Keeps informed about the wealth management industry, internal and regulatory standards, procedures, and changes to ensure compliance with all applicable trust laws, rules, regulations, and practices. Market Investment Products & Services (20%)
          • Markets investment products and services to both current clients and potential new clients. Referrals (5%)
            • Proactively refers clients and potential clients to other Bank entities for business banking, mortgage, or retail banking needs. Leadership (5%)
              • Exhibits leadership as an individual contributor by supporting the team and company through sharing of knowledge, leading by example, setting high standards for self and team, being accountable, demonstrating open communication, acknowledging and supporting other s efforts, and providing feedback when appropriate. Performs Other Duties as Required and Assigned KNOWLEDGE, SKILLS, AND ABILITIES
                • Extensive knowledge and understanding of investments, portfolio management, and governmental laws and regulations surrounding involvement with customers and the investment process.
                • Strong customer relation skills, self-motivation, strong attention to detail, and ability to work independently.
                • Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients.
                • Ability to comply with all applicable federal, state, and local laws and regulations and Bank policies in the execution of this role.
                • Ability to respond timely to multiple client/administrative problems simultaneously.
                • Ability to work collaboratively with other investment officers and as part of an investment team.
                • Must be able to demonstrate a strong aptitude for math and accounting.
                • Ability to maintain predictable and reliable attendance
                • Ability to complete required training by assigned due date. EDUCATION
                  • Minimum of a Bachelor s degree in Business, Finance, Accounting, or related field required
                  • MBA or CFA strongly required EXPERIENCE
                    • Minimum of 5-7 years of experience in a similar position required Equivalent education and experience will be considered AFFIRMATIVE ACTION Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.

Keywords: Security National Bank of Omaha, Omaha , Wealth Advisor II - Omaha location, Accounting, Auditing , Omaha, Nebraska

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