At Northland, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.
Summary of the Job:
About This Role:
· Client Support: Assist brokers in managing client accounts, including processing orders, responding to client inquiries, and providing general account support.
· Administrative Tasks: Handle administrative duties such as scheduling meetings, maintaining client records, preparing reports, and processing documentation.
· Sales Support: Assist in the preparation of client paperwork. Coordinate with the sales team to ensure smooth client onboarding and follow-up. Proactive outreach to schedule client review meetings for advisors.
· Trade Execution: Support brokers in executing trades and monitoring trade confirmations, ensuring compliance with regulatory requirements and internal policies.
· Develop Sales Skills: Hone your ability to effectively communicate and build relationships by calling on warm leads provided by other brokers, allowing you to practice and enhance your sales techniques in a supportive environment.
· Compliance: Ensure all activities adhere to industry regulations and company policies. Assist with compliance-related tasks, including documentation and reporting.
· Learning and Development: Participate in training programs and educational opportunities to enhance industry knowledge and stay up to date with market developments.
Key Skills:
- Demonstrates initiative, sound judgment, and the ability to anticipate needs in a fast-paced environment
- Strong problem-solving abilities with a proactive, solutions-oriented mindset
- Excellent verbal and written communication skills; comfortable interacting with clients, senior advisors, and internal teams
- Outstanding organizational skills with meticulous attention to detail
- Eagerness to learn and grow within the financial services industry; takes direction well and applies feedback constructively
- Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint); experience with CRM systems or financial platforms a plus
- Maintain professionalism, confidentiality, and reliability in all work
The Ideal Candidate for This Role:
- Experience: 1-2 years of experience in a financial services environment, or relevant internships. Previous experience in sales support or administrative role is a plus.
- Licensing: Pursuit of relevant FINRA licenses (e.g., Series 7, Series 66).
Desired:
- Education: Bachelor’s degree in finance, business, economics, or a related field preferred.
CFP or ChFC designation
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Salary Range : $60,000-$80,000; based on experience
Candidates must possess unrestricted work authorization and not require future sponsorship.Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.Compensation and Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: https://www.fnbo.com/careers/benefits/.
To obtain compensation and benefit information related to this specific role, e-mail First National at [email protected]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20261457Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Skills Required
- 1-2 years of experience in a financial services environment or relevant internships
- Pursuit of relevant FINRA licenses, such as Series 7 and Series 66
- Unrestricted work authorization without future sponsorship requirements
- FINRA registration and compliance with applicable regulatory, credit fitness, background investigation, and fingerprinting requirements
- Bachelor's degree in finance, business, economics, or a related field
- Previous sales support or administrative experience
- CFP or ChFC designation
- Proficiency in Microsoft Office Suite
- Experience with CRM systems or financial platforms
Fnbo Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fnbo and has not been reviewed or approved by Fnbo.
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Retirement Support — Retirement plans include a matching 401(k) with an additional company contribution and other savings programs such as pension, stock bonus, and profit sharing. These features are portrayed as a strong component of total rewards.
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Parental & Family Support — Family supports include paid caregiving time for birth or adoption and for serious family health needs, caregiver leave, new‑parent assistance, and childcare resources. These offerings are highlighted as helpful for employees balancing work and family.
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Leave & Time Off Breadth — Time away is described as generous, combining paid time off with a broad set of observed holidays. Volunteer time off further adds flexibility for personal and community needs.
Fnbo Insights
What We Do
For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry. When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have nearly $30 billion in managed assets and 5,000 employee associates. We've come a long way in the last century and a half. As you browse through our site, we think you'll understand why we've been so successful – and why we're so excited about what the future holds for our customers and our organization. Check us out at www.fnbo.com.
