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Finance representative jobs in Lincoln, NE

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  • Financial Advisor

    Revolution Group, LLC 3.8company rating

    Finance representative job in Omaha, NE

    Job Description Make Your Mark: Financial Advisor Opportunity at Revolution Group, LLC in Omaha, NE Are you fueled by purpose, thrive in a tight-knit culture, and obsessed with delivering results? Do you have the hunger to transform lives through wealth advising, the smarts to navigate complex strategies, and the humility to always put clients first? At Revolution Group, LLC, we're searching for a Financial Advisor who's ready to join a team that's redefining wealth management-powered by exclusive private investments and a relentless drive to succeed. We're different by design. Based in Omaha, NE, we blend top-tier financial planning with access to private investment opportunities-like real estate, private equity, and more-that set us apart from the pack. We handle the nitty-gritty-portfolio construction, cutting-edge tech, back-office support-so you can focus on what you love: building relationships and driving outcomes. Our culture is built on collaboration, innovation, and a shared passion for excellence, and we need someone with the same fire to join us. Who We Are: Revolution Group, LLC isn't just another firm-it's a movement. Our founder, once the lead strategist for one of the world's richest families, created Revolution Capital-our SEC-registered investment advisor and planning division-to fix what's broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter. We're a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients' best interests. Our purpose? To create financial security and legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success-for our clients and our team. What You'll Do: As a Financial Advisor, you'll be the heartbeat of our client relationships, turning their ambitions into achievements with tailored plans and private investment edge. Here's what you'll take on: Uncover clients' goals and craft strategies that deliver-leveraging private investments and sharp financial planning. Provide big-picture advice on retirement, taxes, estate planning, and risk management. Drive portfolio performance with regular reviews and bold, results-focused decisions. Stay ahead of markets, trends, and our unique investment offerings to wow clients with fresh ideas. Chase new opportunities and collaborate with the team to grow our impact. Keep it real, staying compliant with regulations and best practices. Who We're Looking For: We're after someone who lives for purpose, fits our culture, and delivers results-someone humble, hungry, and smart. Here's what we'd love to see: A bachelor's degree in finance, economics, or a related field. 5+ years in wealth management or financial planning (Series 65 or CFP designation is a big plus). A proven ability to build trust and keep clients coming back-portable clients are a bonus. Deep know-how in complex planning and private investments. Analytical chops and a knack for making smart calls under pressure. Killer communication skills-connect with people and break down big ideas simply. A team player who's just as comfortable flying solo. Integrity that runs deep, with a passion for putting clients first. If you're a transactional product-pusher, this isn't your spot. But if you're motivated by meaningful work, crave a culture that values your input, and want to drive real results with a team that's changing the game, let's talk. Why Join Us? This is more than a job-it's a chance to grow, contribute, and win. At Revolution Group, you'll plug into a purpose-driven culture, wield private investment tools most advisors only dream of, and help clients build lasting wealth. We're a team that celebrates hard work, humility, and big outcomes-join us, and let's make waves together in Omaha, NE. Ready to step up? Apply today as a Financial Advisor at Revolution Group, LLC! Send your resume, a cover letter that shows us your spark, and-if you've got them-three references. Let's create something extraordinary. #hc105939
    $56k-111k yearly est. 15d ago
  • Finance Intern - Commercial Mortgage

    Ameritas 4.7company rating

    Finance representative job in Lincoln, NE

    Ameritas Investment Partners (AIP) is hiring a Finance Intern - Commercial Mortgage to drive the business by working with the Commercial Mortgage Loan team. AIP is a registered investment advisor managing more than $23 billion in assets under management for insurance companies, public and private pension funds, endowments, foundations, mutual funds, and high net worth individuals. At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled. This internship will begin May 2026. This position is a hybrid role in Cincinnati, OH working partially in-office and partially from home. What you do Assist with the annual operating statement and inspection review process for commercial mortgage loans by performing analysis of operating statements, rent rolls, and inspection reports. Add appropriate data to the portfolio management system. Follow up with management regarding issues documented by inspections or operating statements. As needed, provide written rationale and recommendations for loans to be added to or removed from portfolio monitoring reports. What you bring Must be enrolled in a college level degree program -- associate or bachelor level Finance, Accounting, Economics, Real Estate or Business Administration majors preferred Able to commit to a full-time, 3-month summer internship working 30-40 hours per week. Excellent verbal and written communication skills Skilled in Microsoft Word and Excel Strong analytical and problem-solving skills Highly organized and detail-oriented Ability to work well in a team environment Self-motivated What we offer Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities. This internship is benefits ineligible. An Equal Opportunity Employer: Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
    $35k-40k yearly est. 1h ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance representative job in Lincoln, NE

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
    $55k-96k yearly est. Auto-Apply 60d+ ago
  • Insurance Account Representative - State Farm Agent Team Member

    Seth Engebritson-State Farm Agent

    Finance representative job in Lincoln, NE

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Paid time off Training & development Were a rapidly growing State Farm agency located in the charming Historic Havelock district of East Lincoln, and were looking for our next Insurance Specialist to join our team. While this role involves sales, we see ourselves first and foremost as problem-solvers and protectors, helping our customers safeguard what matters most. What Youll Do: Build lasting relationships with new and existing customers Listen, assess needs, and recommend personalized insurance solutions Provide education and guidance to help customers protect their families, property, and financial futures Collaborate with a supportive team that values service and growth Licensing & Training: Ability to obtain Nebraska Property & Casualty and Life & Health Insurance licenses is required Current licenses are not required. Well provide support and training to help you get licensed What We Offer: Base salary of $45,000-55,000 plus commission. On-target earnings (OTE) typically range from $60,000 to $100,000 depending on performance. Bonus and commission structure tied to individual and agency performance Paid time off (vacation, personal, and sick days) Consistent Schedule: MondayFriday, 9 AM5 PM, no evenings or weekends 401(k) reimbursement after 90 days of employment Training and licensing assistance sales experience preferred but not required A positive, people-first culture within a trusted State Farm brand What Were Looking For: Excellent communication and relationship-building skills A proactive, problem-solving mindset Previous sales, customer service, or insurance experience is a plus, but well train the right candidate Ready to grow with a team that values people as much as protection? Apply today and help us continue to make a difference in the lives of our customers and community.
    $60k-100k yearly 12d ago
  • Patient Financial Associate

    Bryanlgh Medical Center

    Finance representative job in Lincoln, NE

    Responsible for the collection of assigned accounts to ensure timely and accurate reimbursement and consistent follow-up and collection efforts. Regularly conducts communications with patients and their families, attorneys, outside agencies, Bryan Health personnel and medical staff to secure resolution of accounts while maintaining quality customer service. Maintains confidentiality of protected health information necessary for statutory compliance and prompt payment for medical services. PRINCIPAL JOB FUNCTIONS: 1. *Commits to the mission, vision, beliefs and consistently demonstrates our core values. 2. Performs consistent and extensive follow-up, including but not limited to contacts by phone, letter, or in person, on assigned accounts in order to expedite and secure proper payment of accounts. 3. *Evaluates and reviews financial options, including full payment, loan programs and payment arrangements with patients/guarantors. 4. *Researches, verifies and updates as necessary the accuracy of patient demographic and insurance information, prior correspondence, contacts and payments. 5. *Screens patients/guarantors, in person or over the phone, for financial assistance; evaluates financial attachments, which may include tax forms, bank statements, and payroll stubs; analyzes all information for accuracy and makes a recommendation to management for funding according to company policy and documents accordingly in electronic health record. 6. *Researches patient concerns and complaints to establish resolution and responds by phone, in person or by mail correspondence within a timely manner; refers to Patient-Family Advocate as appropriate. 7. *Provides cashiering functions by receipting money received for patient payments on hospital, non-patient services and general fund deposits as needed. Analyzes collection agency and attorney payments, adjustments and charges to confirm accurate reimbursement and outstanding account balances; reconciles collection agency and attorney reports and invoices to assure proper application of funds received as well as appropriate commissions and fees assessment. 8. Prepares and distributes weekly, monthly and yearly figures for collection activities comparing listings to recoveries to commissions between all past and present agencies as requested. 9. Processes deceased notices for estate demands and claims; processes bankruptcy notices received for adjustment of account balance or preparation and submission of bankruptcy claims; processes adjustment requests for insolvent estates, bankruptcies and approved Charity Care accounts. 10. Follows Medical Center protocols in communicating and releasing patient protected health and financial information. 11. Notarizes documents as needed. 12. Maintains professional growth and development through seminars, workshops, and professional affiliations to keep abreast of latest trends in field of expertise. 13. Participates in meetings, committees and department projects as assigned. 14. Performs other related projects and duties as assigned. (Essential Job functions are marked with an asterisk "*"). REQUIRED KNOWLEDGE, SKILLS AND ABILITIES: 1. Knowledge of patient accounting operations and quality improvement techniques. 2. Knowledge of credit and collection practices, third party payer regulations, and Joint Commission regulations. 3. Knowledge of federal regulations including COBRA, HIPAA, Medicare, Medicaid, and Bryan Medical Center's Corporate Compliance Plan. 4. Knowledge of computer hardware equipment and software applications relevant to work functions. 5. Skill in interpersonal communications and problem resolution. 6. Ability to establish and maintain effective working relationships with all levels of personnel, medical staff, volunteer and ancillary departments. 7. Ability to maintain confidentiality relevant to sensitive information and documents. 8. Ability to plan, prioritize and coordinate multiple tasks. 9. Ability to keep current on all policies, procedures, and regulations affecting Patient Accounts operations through departmental training and staff meetings. 10. Ability to communicate effectively both verbally and in writing. 11. Ability to maintain regular and punctual attendance. EDUCATION AND EXPERIENCE: High school diploma or equivalency required. Associate's degree in business or accounting-related field preferred. Minimum of one (1) year hospital or medical-related patient account experience required. Must be 19 years of age to witness legal consents. PHYSICAL REQUIREMENTS: (Physical Requirements are based on federal criteria and assigned by Human Resources upon review of the Principal Job Functions.) (DOT) - Characterized as sedentary work requiring exertion up to 10 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects, including the human body.
    $31k-54k yearly est. 29d ago
  • Finance Intern - 6 Months

    Hudl 3.9company rating

    Finance representative job in Lincoln, NE

    At Hudl, we build great teams. We hire the best of the best to ensure you're working with people you can constantly learn from. You're trusted to get your work done your way while testing the limits of what's possible and what's next. We work hard to provide a culture where everyone feels supported, and our employees feel it-their votes helped us become one of Newsweek's Top 100 Global Most Loved Workplaces. We think of ourselves as the team behind the team, supporting the lifelong impact sports can have: the lessons in teamwork and dedication; the influence of inspiring coaches; and the opportunities to reach new heights. That's why we help teams from all over the world see their game differently. Our products make it easier for coaches and athletes at any level to capture video, analyze data, share highlights and more. Ready to join us? Your Role Millions of athletes, coaches, staff and fans-teams from around the world, at every level, in every major sport-use Hudl every day to power their teams. We're the team behind the team, and that means hiring the right talent to build products that can truly change the game. Our team believes in hiring people you constantly learn from, and we trust our people to get their work done their way-while continuously testing the limits of what's possible and what's next. We're hiring an Finance Intern who will handle general accounting and bookkeeping, bank reconciliations, and other administrative tasks. Office-only: For this role, we're currently considering candidates who live within a commuting distance of our offices in Chiavari. But with our flexible work policy, there aren't any current requirements for the number of days you come to the office. Must-Haves * Manage daily accounting duties. You'll maintain accurate records for accounts payable and accounts receivable, post journal entries, and assist with the monthly pay run and staff expense requests. You'll also support the monthly closing process and maintain financial records for the company and its subsidiaries. * Reconcile bank accounts. You'll reconcile general bank accounts and general ledger accounts by matching vendor details and controlling accounts. * Handle administrative duties. You'll perform monthly reconciliations of cash, check, and credit card transactions and perform other duties as needed. Nice-to-Haves * A strong collaborator. You're able to work both independently and as a member of a team. * Detail-oriented. You work accurately and efficiently in a dynamic environment with tight deadlines. * A professional communicator. You can interact with employees and vendors in a professional way. Our Role * Champion work-life harmony. We'll give you the flexibility you need in your work life (e.g., flexible vacation time above any required statutory leave, company-wide holidays and timeout (meeting-free) days, remote work options and more) so you can enjoy your personal life too. * Guarantee autonomy. We have an open, honest culture and we trust our people from day one. Your team will support you, but you'll own your work and have the agency to try new ideas. * Encourage career growth. We're lifelong learners who encourage professional development. We'll give you tons of resources and opportunities to keep growing. * Provide an environment to help you succeed. We've invested in our offices, designing incredible spaces with our employees in mind. But whether you're at the office or working remotely, we'll provide you the tech you need to do your best work. * Support your wellbeing. Depending on location, we offer medical and retirement benefits for employees-but no matter where you're located, we have resources like our Employee Assistance Program and employee resource groups to support your mental health. Compensation * EUR500.00 per month Inclusion at Hudl Hudl is an equal opportunity employer. Through our actions, behaviors and attitude, we'll create an environment where everyone, no matter their differences, feels like they belong. We offer resources to ensure our employees feel safe bringing their authentic selves to work, including employee resource groups and communities. But we recognize there's ongoing work to be done, which is why we track our efforts and commitments in annual inclusion reports. We also know imposter syndrome is real and the confidence gap can get in the way of meeting spectacular candidates. Please don't hesitate to apply-we'd love to hear from you. Privacy Policy Hudl Applicant and Candidate Privacy Policy
    $33k-42k yearly est. Auto-Apply 60d+ ago
  • Advisor, Finance Operations (Medical Customer Rebates)

    Cardinal Health 4.4company rating

    Finance representative job in Lincoln, NE

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 37d ago
  • Patient Financial Services Representative

    Lincoln Surgical Hospital/Nebraska Surgery Center 4.1company rating

    Finance representative job in Lincoln, NE

    Job Details Lincoln Surgical Hospital - Lincoln, NE Full Time High School Day Admin - ClericalDescription Lincoln Surgical Hospital is an innovative healthcare leader in providing exceptional surgical services for our patients. Our dedicated physicians and staff strive to achieve optimal surgical outcomes in a patient-focused atmosphere. We are looking for a Patient Financial Services Representative to join our team. Hours: 80 hours per pay period (2 weeks), Monday - Friday, 8:00 am - 4:30 pm. This position is responsible for verifying that patient insurance coverage information is accurate and coverage is in effect at the time of service, posting daily payments, insurance claim submissions and follow-up, past due accounts follow-up, and fielding telephone inquiries from patients and insurance companies. Requirements High school graduate or equivalent required. Accounting, insurance or medical office experience preferred. Must have strong time management, organizational, and communication skills. Must be detail-oriented and have the ability to work well with others. Lincoln Surgical Hospital has a competitive benefits package to include: Health insurance Dental insurance Vision insurance Life insurance Paid time off Tuition Reimbursement Flexible Spending Accounts 401k with a company match Uniform Reimbursement Short and Long Term Disability 24/7 Wellness Center
    $26k-32k yearly est. 60d+ ago
  • Financial Advisor Trainee Intern No Prospecting + Base Salary

    Retire Smart Holdings, Inc.

    Finance representative job in Omaha, NE

    Job DescriptionSalary: 31k-37k Join our Dynamic Team as a Financial Advisor Trainee Intern! Are you looking to start your career in financial advising? We are excited to offer an excellent opportunity for a motivated individual to join our team as a Financial Advisor Trainee Intern! In this entry-level role, you will gain hands-on experience and learn the essentials of providing financial advice and services. You will be trained to assist clients in managing their financial portfolios and support them in achieving their long-term goals. Under the guidance of experienced professionals, you'll develop key skills in building client relationships, understanding financial planning, and exploring investment strategies. This is a fantastic opportunity to learn and grow in the financial services industry! What Youll Do: Client Relationship Management: Learn how to build and maintain relationships with clients by understanding their financial goals and helping them make informed decisions about their financial future. Financial Planning: Work alongside experienced advisors to assist in developing financial plans for clients, including basic retirement, tax, and investment strategies. You'll learn how to ensure plans align with the clients financial needs and objectives. Investment Strategy: Support senior advisors in guiding clients on investment options and asset allocation. You'll gain hands-on experience in helping clients create portfolios that match their long-term goals. Market Research and Analysis: Observe and assist with monitoring financial markets and trends. Youll learn how to use this data to make recommendations that are in line with both client needs and market conditions. Client Education: Help educate clients on financial products and industry trends. Youll assist in explaining basic financial concepts, ensuring they understand their options and feel confident about their decisions. Compliance and Documentation: Assist in ensuring that all client interactions and transactions comply with company policies and industry regulations. You'll also help maintain accurate records of financial plans and transactions. Sales and Business Development: Support efforts to identify new business opportunities and help build the client base. You'll learn how to contribute to the expansion of the business while maintaining strong client relationships. Experience Youll Bring: Experience: While prior experience in financial services isnt required, an eagerness to learn and develop in a financial advisory role is essential. Knowledge: Basic understanding of financial concepts, such as market trends, retirement planning, and investing, is helpful, but well provide the training you need. Skills: Strong analytical skills and a willingness to learn how to explain financial concepts in a clear and approachable way. Good communication is key! Interpersonal Skills: You should enjoy working with others and have a natural ability to listen, ask questions, and help clients feel comfortable. Compliance Knowledge: Familiarity with financial regulations or a willingness to learn about industry standards (such as FINRA or SEC regulations) will be helpful but not required. Bonus Points If You Have: Licensing:While not required at the start, if you hold any licenses (like Series 65, Life & Health Insurance, or others), its a plus! Technical Know-How:Familiarity with platforms like Wealthbox CRM, Orion, Schwab/Fidelity, or MS Office Suite is great, but if not, we will help get you up to speed. What Youll Get: Continuous Development Opportunities:Grow both personally and professionally with ongoing training and development. Charitable Giving Participation:Be a part of our commitment to making a difference in the community. Team-Centric Environment:Join a collaborative team dedicated to our core motto: Do the right thing, for the right reason, at the right time. General Physical Requirements: Ability to sit for extended periods of time Ability to walk short distances within the office Ability to lift & carry up to 50lbs Ability to reach above and below shoulder level to access items or equipment Who We Are: Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for. Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
    $36k-70k yearly est. 30d ago
  • Community Banker I - Float

    American National Bank 4.4company rating

    Finance representative job in La Vista, NE

    With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Benefits & Perks Benefit eligible employees will have access to the following: * Competitive compensation * 401K with up to 4% employer match; immediate vesting * Paid time off and paid holidays * Medical/Dental/Vision/Life/Disability Insurance * Tuition Reimbursement * Volunteer time off * Gym membership discount * Employee Wellness Program * Employee banking benefits and discounts Job Summary American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry and Fiserv systems is preferred. Schedule:Monday-Friday with availability from 7:45am-5:45pm; Rotating Saturday 8:15am-12:15pm This position is a floating role covering Omaha Metro branches, with the home branch located at the Southport Branch. Essential Job Duties & Responsibilities * Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc. * Provides information and answers questions regarding deposit rates, fees, and bank policies. * Serves on the Teller line as needed. * Generates growth in deposit balances through sales, marketing, promotion and referral of products. * Provides outstanding client service to all existing and prospective clients. * Acquires, retains, deepens and manages the relationship of clients. * Handles customer requests through email and phone including password resets, ACH and other documentation. Experience and Education * Four to six month's client service experience is required. * Four to six month's cash handling and/or banking experience is required. * Proven history of attainment of sales goals including referrals. * High school diploma or its equivalent is required.
    $32k-37k yearly est. 3d ago
  • Financial Services Representative (Loan Officer)

    Centris Federal Credit Union 3.3company rating

    Finance representative job in Omaha, NE

    Job Description Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (Personal Banker) Hours: Monday through Friday, from 8:45 AM to 5:45 PM, and rotating Saturdays from 8:45 AM to 1:05 PM (TIP: When working a Saturday, you will have a half day off during the week!) Starting Pay Rate: $19.38 - $21 per hour + incentives. This isn't just a job, it's a path to a rewarding and successful career in the financial industry! Your Future, Our Priority: Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward! Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members! Discover the Centris Experience: Build Relationships: Be a trusted financial partner to our members. Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris. Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union. Live the Centris Way: Embrace our values, vision, and mission. Perks That Shine Bright: Invest in Yourself: Centris offers tuition reimbursement! Treat Yourself: Company-paid DoorDash membership. Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time. We're looking for: Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members! Detail-oriented individual with a positive attitude and a passion for helping others! Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives! Ready to Dive In? Your Journey Starts Here! Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
    $19.4-21 hourly 28d ago
  • Relationship Banker - Nebraska Market - Papillion, NE

    Jpmorganchase 4.8company rating

    Finance representative job in Papillion, NE

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $31k-39k yearly est. Auto-Apply 2d ago
  • insurance representative

    Moore's Insurance and Investments 3.7company rating

    Finance representative job in Omaha, NE

    job Looking for the path to the future you want? An insurance career is your answer. You define your own financial success. Roles can allow you to choose where, when, and/or how you work. You become a trusted adviser in your community. You score a career built to last. Know (almost) nothing about insurance careers? Check out insuremycareer.com. Find out which gig might be perfect for you. Take the quiz, here. Ready to a find a job? Search the available positions using the filters above. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to IIAN Corporate.
    $35k-41k yearly est. Auto-Apply 60d+ ago
  • Insurance Account Representative - State Farm Agent Team Member

    Shawn Benge-State Farm Agent

    Finance representative job in Omaha, NE

    Job DescriptionBenefits: 401(k) matching Company parties Competitive salary Flexible schedule Paid time off ROLE DESCRIPTION: We are looking for someone to join our high achieving team, who excels in communication and enjoys interacting with others. All applicants are welcome. No experience necessary as we will train the right person to dominance. Must fit in a workplace environment where employees are consistently motivated to perform at their best, exceeding expectations and achieving ambitious goals, often characterized by strong collaboration, open communication, a focus on continuous improvement, employee empowerment, and a shared sense of purpose and values within the organization. Potential Titles: Sales Ninja (will acquire a customer by any means necessary) VP of ABC (Always Be Closing) Head of Customer Wow Honey Badger State Farm is the #1 brand in the industry. We are the national leaders in home, auto and life insurance. Leave your job and start your career here! Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. WHAT WE PROVIDE: Family culture. Uncapped earning potential. All the training and resources necessary for success. Paid Time off. No nights and no weekends WHAT YOU BRING: A winning mindset. Detail-oriented and able to multitask. Experience in customer service or sales preferred. Positive attitude. THIS IS A SALARY PLUS COMMISSION PAYSCALE.
    $35k-45k yearly est. 25d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Candace Specht-State Farm Agent

    Finance representative job in Omaha, NE

    Job DescriptionBenefits: Bonus based on performance Competitive salary Training & development ROLE DESCRIPTION: As a Sales Team Member for Candy Specht State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. Our agency is a fun environment where your professional and personal growth is the main goal. We believe that your strong customer service skills will be the key to success. RESPONSIBILITIES: Provide information about insurance products and services. Assist clients with policy applications and renewals. Handle client inquiries and provide timely responses. Maintain accurate records of client interactions. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.
    $35k-45k yearly est. 2d ago
  • Relationship Banker - Nebraska Market - Papillion, NE

    JPMC

    Finance representative job in Papillion, NE

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $32k-41k yearly est. Auto-Apply 2d ago
  • Personal Banker - $22 (Bellevue, NE) - Bilingual in Spanish Preferred

    Firstnational 3.8company rating

    Finance representative job in Bellevue, NE

    At FNBO, 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: At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys. About This Role: At FNBO, we always put the customer first - which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they're saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers. We're looking for someone who takes pride in helping people - no matter how big or small the task. THE GREAT BIG SMALL BANK FNBO has been privately held for more than 160 years, and we believe in doing what's right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity. PRIMARY RESPONSIBILITIES Make every customer feel welcome in your FNBO branch Help customers with transactions like deposits and withdrawals Gain an understanding of your customer's unique financial needs Make personalized recommendations to support them Help guide your customers toward greater financial well-being Deepen your relationship with customers through outreach Comply with all bank policies, regulations and laws BENEFITS AND PERKS All full-time and part-time employees are eligible for the following benefits: Competitive pay and an incentive plan for helping clients 401(k) match Paid time off and paid holidays Medical/Dental/Vision/Life/Disability/Flex Plans Employee Wellness Program Career development training and coaching Tuition Assistance Program Employee banking benefits and other discounts Culture of recognition and rewards from executive leadership/managers/peers/business partners The Ideal Candidate for This Role: Outgoing and enjoys engaging with people Friendly with a positive attitude A solution-oriented critical thinker Excited to learn and take on new challenges A team player Motivated to do what's right Collaborative and supportive QUALIFICATION REQUIREMENTS High School Diploma or GED Bachelor's degree or equivalent work experience preferred Retail banking experience preferred Bilingual in Spanish preferred 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: Starting pay for Personal Banker positions is $22/hour. Final compensation offer to candidate may vary from posted hiring range based upon significant lending experience, education, and/or skill level. 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 FNBO benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251655 Registration Requirement: This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results. Equal Opportunity & Belonging: FNBO believes 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. FNBO 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 FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO 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.
    $22 hourly Auto-Apply 18d ago
  • Legal Intern - Financial Planning

    Ameritas 4.7company rating

    Finance representative job in Lincoln, NE

    Ameritas Agency and Advisor Distribution is seeking a Legal Intern - Financial Planning with the aptitude and desire to apply legal, accounting, and marketing skills to help position Ameritas as a premier wealth management company. In this role, the intern will gain experience developing educational materials designed to help financial advisors better inform their clients. The ideal candidate is a highly motivated and energetic individual eager to apply their intellectual strengths in a non-traditional setting. Position Location: This is a hybrid role (Lincoln, NE) working partially in-office and partially from home. Position Start Date: This internship would start as soon as possible. What you do: Assist in the preparation of high-level case designs for business, estate, and retirement planning cases Support the creation financial planning solutions using advanced strategies, including trusts and charitable strategies Create marketing copy for concepts based upon new tax and legal developments Submit and monitor content through Ad Review Create quarterly production reports Update existing plans and cases Provide general support to the Advanced Planning team. What you bring: Must be a second or third-year law student. Candidates must be enrolled in a law program, at least half-time as defined by their institution for the entire duration of the internship. Ability to commit to a 12-month internship working full-time in the summer and part-time during the school year. Full-time hours: 30-40 hours per week Part-time hours: 15-20 hours per week Strong written and verbal communication skills An interest in tax, trusts, estate planning and/or financial planning Possess the ability to work autonomously and, when presented with an unknown, motivated to do one's own research to find the answer or solution Inquisitive in nature, eager to learn and willing to take initiative Capable of writing accurately about the business Possess strong relationship building skills What we offer: Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
    $35k-40k yearly est. 1h ago
  • Patient Financial Services Representative

    Lincoln Surgical Hospital 4.1company rating

    Finance representative job in Lincoln, NE

    Lincoln Surgical Hospital is an innovative healthcare leader in providing exceptional surgical services for our patients. Our dedicated physicians and staff strive to achieve optimal surgical outcomes in a patient-focused atmosphere. We are looking for a Patient Financial Services Representative to join our team. Hours: 80 hours per pay period (2 weeks), Monday - Friday, 8:00 am - 4:30 pm. This position is responsible for verifying that patient insurance coverage information is accurate and coverage is in effect at the time of service, posting daily payments, insurance claim submissions and follow-up, past due accounts follow-up, and fielding telephone inquiries from patients and insurance companies.
    $26k-32k yearly est. 7d ago
  • Community Banker I

    American National Bank 4.4company rating

    Finance representative job in Omaha, NE

    With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Benefits & Perks Benefit eligible employees will have access to the following: * Competitive compensation * 401K with up to 4% employer match; immediate vesting * Paid time off and paid holidays * Medical/Dental/Vision/Life/Disability Insurance * Tuition Reimbursement * Volunteer time off * Gym membership discount * Employee Wellness Program * Employee banking benefits and discounts Job Summary American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred. Schedule: Monday through Friday with flexibility to work 7:45am - 5:45pm; Rotating Saturday mornings. Essential Job Duties & Responsibilities * Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc. * Provides information and answers questions regarding deposit rates, fees, and bank policies. * Serves on the Teller line as needed. * Generates growth in deposit balances through sales, marketing, promotion and referral of products. * Provides outstanding client service to all existing and prospective clients. * Acquires, retains, deepens and manages the relationship of clients. * Handles customer requests through email and phone including password resets, ACH and other documentation. Experience and Education * Four to six month's client service experience is required. * Four to six month's cash handling and/or banking experience is required. * Proven history of attainment of sales goals including referrals. * High school diploma or its equivalent is required.
    $32k-37k yearly est. 9d ago

Learn more about finance representative jobs

How much does a finance representative earn in Lincoln, NE?

The average finance representative in Lincoln, NE earns between $22,000 and $61,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Lincoln, NE

$37,000

What are the biggest employers of Finance Representatives in Lincoln, NE?

The biggest employers of Finance Representatives in Lincoln, NE are:
  1. Allstate
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