Home Office Advisor - Omaha, Nebraska, , United States

This role is responsible for delivering high-quality financial planning and investment advisory services while helping drive the continued growth of a nationally expanding registered investment adviser (RIA). ...

Responsible for managing home office book of business, supporting the national expansion of Sequent Planning, a registered investment adviser, including support for the Investment Adviser Representatives (IARs); and partnerships with independent insurance agents and agencies. · ...

We are seeking a Compliance Director to support our Chief Compliance Officer (CCO) in the ongoing development, implementation, and oversight of our compliance program. · This role is ideal for a detail-oriented compliance professional with direct RIA experience who enjoys working ...

The Internal Sales Consultant is responsible for serving as a strategic partner in developing and maximizing business relationships in an assigned territory for Orion. · ...

Facilitate the advisor moving from a customer to a promoter of Orion's technology and service. · Has a minimum of a high school diploma · Possess an associate's or bachelor's degree in business administration or related field · ...

The Internal Sales Consultant is responsible for serving as a strategic partner in developing and maximizing business relationships in an assigned territory for Orion. · Serve as a product expert on our technology tools and investment solutions. · Work closely with the territory ...

We are seeking a Trading & Operations Director to join our operations team. This role will be heavily involved in day-to-day investment operations and trading support. · Support and build strong working relationships with advisors to ensure a high-quality service experience · Pro ...

The Internal Sales Consultant is responsible for serving as a strategic partner in developing and maximizing business relationships in an assigned territory for Orion. · The position requires working closely with the territory team to develop and execute an appropriate business p ...

We are seeking a highly organized proactive and detail-oriented professional to serve as our Client Relationship Coordinator This role provides outstanding client service and administrative support to advisors and staff The ideal candidate will possess exceptional organizational ...

A rapidly growing wealth platform serving ultra-high-net-worth individuals families and family offices seeks a Senior Relationship Manager to support continued inbound growth. · Serve as lead relationship manager for HNW/ultra-high-net-worth individuals families and family office ...

The Internal Sales Consultant is responsible for serving as a strategic partner in developing and maximizing business relationships in an assigned territory for Orion. · Work closely with the territory team to develop and execute an appropriate business plan to maximize territori ...

A client service associate builds and maintains client relationships for retention. They manage new client implementation processes, coordinate with team members, and assist as needed. · ...

This role may be the right opportunity for you if you find yourself looking for a fulfilling career. · ...

This Branch Office Administrator (BOA) role may be the right opportunity for you if you're looking for a fulfilling career in financial services. As a BOA, you'll provide administrative support to financial advisors and help clients achieve their long-term financial goals. · ...

We are seeking a highly organized, proactive and detail-oriented professional to join our team as a Client Relationship Coordinator.This role is ideal for someone who takes pride in delivering exceptional client service and enjoys being part of a team that genuinely enjoys workin ...

The Operations Support Associate assists team members in accurately opening and maintaining client accounts while providing timely high-quality service to advisors and relationship managers. · Serve as primary processor for new accounts and account maintenance. · Coordinate with ...

+Job Summary · We are seeking a highly organized proactive and detail-oriented professional to serve as our Client Relationship Coordinator.This role provides outstanding client service and administrative support to advisors and staff. The ideal candidate will possess exceptional ...

The Operations Support Specialist provides advanced account opening and maintenance support while coordinating training and procedural improvements. · Delivers consistent, high‑quality service to advisors and clients. · Serves as primary processor for new accounts and maintenance ...

We're looking for a Branch Office Administrator to join our team! · We'll give you the support you need. · Our team will be there every step of the way,Comprehensive 6-month training including an experienced peer to help mentor you · A wide support network that extends from your ...

+ Senior Financial PlannerA rapidly growing, fee-only wealth management firm is seeking a Senior Financial Planner to join its collaborative, high-performing advisory team. · This role is ideal for a CFP professional who thrives in a client-focused environment and wants to contri ...