Wealth Advisor
Job description
Oakeson Steiner Wealth & Retirement is a wealth management firm that provides investment management and retirement plan services and is looking to add a financial advisor to their team. This individual will interact with clients daily to gather and analyze information, create comprehensive wealth plans with an emphasis on tax planning and monitor the financial plans of their clients.
Qualifications and Required Experience:
· Series 65 license attained within 90 days
· College degree or relevant work experience in financial services industry
· Understanding of financial plans
· Proficiency in Microsoft Office, Salesforce
· CPA (Certified Public Accountant) OR CFP (Certified Financial Planner) licenses are preferred
The position is located in Hastings, NE and includes competitive compensation package, health insurance, 401k and Profit-Sharing, short-term disability insurance and immediate paid time off schedule.
Job Type: Full-time
Pay: $75,000.00 - $88,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Compensation Package:
- Profit sharing
Experience:
- Financial concepts: 1 year (Preferred)
Ability to Commute:
- Hastings, NE 68901 (Preferred)
Ability to Relocate:
- Hastings, NE 68901: Relocate before starting work (Required)
Work Location: In person
