- aggressively and independently sourcing new client opportunities
- managing and building ongoing client relationships
- crafting comprehensive strategic financial plans for clients
- leading, mentoring and developing excellence in client and internal communications and relationships
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Advisor Group Omaha, United States** Sr. Compliance Analyst, Retail Local Compliance** · *Share by Email* Location: 2300 Windy Ridge Parkway Atlanta, GA 7755 3rd Street North Oakdale, MN 13831 Chalco Valley Parkway Omaha, NE 20 E. Thomas Rd. Phoenix, AZ 877 Executive Center Drive West St. Petersburg, FL **Compli ...
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Client Service Associate
3 weeks ago
Carson Group Holdings, LLC Omaha, United StatesWho We Are · In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt an ...
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Partnership Development Associate
3 weeks ago
Carsen Group Inc. Omaha, United StatesWho We Are · In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. Its the ultimate measure. We believe in providing value beyond a doubt and ...
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Actuarial Associate
2 days ago
Newbold Advisors Omaha, United StatesJob Title: Actuarial Associate · Job Location: Omaha, NE · Job Type: Direct Hire · Compensation: $95,000 - $120,000 (annually) with employee benefits package. · General Job Description: **Sign On Bonus** Our client is seeking an Actuarial Associate with Medicare Supplement exp ...
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Billing Operations Specialist
1 week ago
Carson Group Holdings, LLC Omaha, United StatesWho We Are · In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt an ...
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Insurance Pricing Actuary
2 days ago
Newbold Advisors Omaha, United StatesJob Title: Insurance Pricing Actuary · Job Location: Omaha, NE · Job Type: Direct Hire · Compensation: $135,000 - $145,000 (annually) with employee benefits package and possible bonus opportunity. · General Job Description: **Sign On Bonus** Our client is seeking a Pricing Act ...
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AVP, Business Development
2 weeks ago
Carsen Group Inc. Omaha, United StatesWho We Are · In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. Its the ultimate measure. We believe in providing value beyond a doubt and ...
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Manager of Financial Reporting
2 days ago
Avera Health Omaha, United States Full timeFull Time · AHP Finance · . · Management/Executive · Day Shift · Join the Leadership team at Avera · Award Winning Health Care: Avera has been named among the nation's 15 Top Health Systems, Forbes list of America's Best-in-State Employers and Level 10 Most Wired Health Care Orga ...
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Market Director
20 hours ago
Thrivent Financial for Lutherans Omaha, United StatesThe Successful Market Director: · * Grows his/her market by attracting high quality, diverse talent into financial professional (FP) roles* Ensures new FPs are given the tools, resources and knowledge needed in order to be successful in their new role. · Attract, Recruit and Se ...
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Jr. Analyst, Market
10 hours ago
axosbank Omaha, United StatesAxos Clearing LLC · Target Range: · $20.00/Hr. - $24.00/Hr. · Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. · Eligible for an Annual Discretionary Cash Bonus Target: 5% · Eligi ...
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Director, Talent Development
4 days ago
Carson Group Holdings Omaha, United StatesIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notio ...
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Insurance Pricing Actuary
5 days ago
Newbold Advisors Omaha, United StatesJob ***** Insurance Pricing ActuaryJob **Omaha, NEJob ** Direct Hire**$135,000 - $145,000 (annually) with employee benefits package and possible bonus opportunity.General Job *Our client is seeking a Pricing Actuary with Medicare Supplement experience to join their customer-focus ...
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Director, Talent Development
6 days ago
Carson Group Holdings, LLC Omaha, United StatesJob Description · Job Description · Who We Are · In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe ...
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Senior Vice President
4 days ago
Mutual of Omaha Omaha, United States· Senior Vice President (SVP) Controller and Chief Accounting Officer - Hybrid · Location: Remote, Nebraska · Work Type: Full Time Regular · Job No: · Categories: Finance/Accounting, Leadership · Application Closes: Closes Jun 15, 2024 · SHARE · In this role as Senior Vice ...
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Regional Managing Director
1 week ago
Principal Financial Group Omaha, United StatesWhat You'll Do · We an opportunity located in Omaha, NE. This role leads and consults with their Managing Directors throughout Nebraska to attract and develop new and top-tier talent to our team to get results. It is a great opportunity to build an intentional culture · Here ar ...
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Director of Operations
3 weeks ago
Hemphill Search Group, Inc. Omaha, United StatesDirector of Operations Growing Wealth Management Firm in Lincoln - HEMPHILL EXCLUSIVE · Highly respected wealth management firm and Registered Investment Advisor with headquarters in Lincoln is adding a Director of Operations position due to impressive year over year growth. Thi ...
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Sales Coordinator
1 week ago
Orion Corporation Omaha, United StatesAbout this Opportunity: · As a Sales Coordinator, you will be managing and coordinating various sales activities to support the sales organization in exceeding their sales goals and KPI metrics. The Sales Coordinator will play a key role in supporting a number of sales-related ...
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Service Team Specialist
3 weeks ago
Orion Corporation Omaha, United StatesAbout this Opportunity: · As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someone to grow w ...
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Tax Manager
3 weeks ago
Hemphill Search Group, Inc. Omaha, United StatesTax Manager - Direct Path to Partnership - Omaha, NE - HEMPHILL EXCLUSIVE · Hemphill has been engaged by a highly respected and reputable CPA firm who has seen continued growth over many years. This firm has a strong presence throughout Nebraska and the Midwest while serving a d ...
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Staff Accountant
3 weeks ago
Elevate Search Partners LLC Omaha, United StatesCome step into a stable and profitable construction company where your work will have a positive effect every week. This is a wonderful opportunity for someone who is looking to make an immediate impact and join a strong and well-structured company where you will get the chance t ...
Financial Advisor - Omaha, United States - CFO Systems Search & Staffing
4 weeks ago
Description
Financial Advisor
Omaha, NE - Hybrid
$100K+ Base Salary + Bonus + HUGE Upside Potential
We invite you to become part of our client's dynamic team, offering an unparalleled opportunity to work alongside the industry's finest in the field of financial advisory. As a Financial Advisor, you will collaborate the best in the business, benefiting from their extensive experience and expertise. This position offers a chance to be a part of a robust and supportive team, fostering your growth and success in the financial advisory arena.
We are seeking a key individual with a goal-driven mindset and exceptional business development skills. Your role will involve some of the following:
Furthermore, your proactive approach, attention to detail, and ability to navigate challenging situations will be key in this fast-paced professional environment. Our client values professionalism, integrity, and action over words, making it a place where dedication and commitment are celebrated. With competitive compensation, including incentive bonuses, along with comprehensive benefits and support for professional development, this position is not only a chance to excel but also a rewarding step in your career.
To learn more please call Greg Dushan at or email your resume to To see all of CFO Systems Recruiting and Staffing opportunities please visit
