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Finance representative jobs in Omaha, 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. 29d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance representative job in Omaha, 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-97k yearly est. Auto-Apply 21d 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. 13d ago
  • Financial Advisor

    Firstnational 3.8company rating

    Finance representative job in Council Bluffs, IA

    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: The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Openings in multiple locations across the FNBO Footprint. *** Omaha, Nebraska Fort Collins, Colorado DeKalb, Illinois Sugar Grove, Illinois Council Bluffs, Iowa Plano, Texas About This Role: Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers. Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance. Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals. Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships. Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients' needs. Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. Community Engagement: Actively participate in local civic organizations, fostering connections within the community. Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities. The Ideal Candidate for This Role: Required Qualifications: Bachelor's degree in Business Administration or related field or equivalent experience. 3 years of experience in the investment or financial services industry. FINRA Series 7 and 66 (or Series 63 & 65) registrations. State Life, Accident & Health and Variable Contract insurance licenses. Previous successful business development activities and effective relationship management experience. Proven sales skills, preferably in the investment industry. Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards. Ability to work collaboratively and cohesively within a team environment. Strong knowledge of the finance industry and the local, state, national and global economy. Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer. Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations. Understands and contributes to intended customer experience of helpful, easy and personal. Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours. 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 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-20250197 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.
    $55k-94k yearly est. Auto-Apply 57d ago
  • Advisor, Financial Planning and Analysis

    Cardinal Health 4.4company rating

    Finance representative job in Lincoln, NE

    **_What Financial Planning & Analysis 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. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **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:** 1/21/2026 *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. _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 (***************************************************************************************************************************
    $80.9k-115.5k yearly 2d ago
  • Financial Service Representative $20/hr - FT/PT

    Metro Credit Union Omaha 3.9company rating

    Finance representative job in Omaha, NE

    Do you possess effective communication skills? Do you strive to provide consistent and efficient service to others? If you are looking to find your fit with a growing company, Metro has a great opportunity for you! Earn $20.00 per hour with a complete benefits package for full-time positions and opportunities to grow and advance. The Financial Service Representative's primary responsibility is handling all member service calls in a professional and knowledgeable manner. This requires the ability to cultivate and develop relationships, establish trust, recognize solutions that would benefit the member, and answer their requests in a friendly, efficient, and accurate manner. Position responsibilities include: • Answer member service phone calls for the Credit Union by greeting members in a friendly manner, handling their transactions efficiently and accurately, offering them additional products or services when it benefits them, and ending the call in a polite manner. • Provide quality service to members through various methods of communication including video, chat, message center and email. • Perform requested transactions for members including but not limited to: answering questions, giving out history or balance information, placing stop payments on drafts or EFT's, handling wire transfer requests, processing check orders, providing card, online banking, fraud/dispute troubleshooting, and blocking or reordering cards when appropriate. • Maintain an upbeat and positive attitude at all times. • Develop relationships with the members who you work with on a regular basis. The ideal candidate will have: • Effective communication skills to be utilized by phone, in writing and/or virtually • Experience in a service-oriented job • Ability and willingness to learn quickly • Strong computer aptitude • Ability to multi-task • Bilingual a plus Benefits: • Paid Time Off (PTO), Paid Holidays • Medical, Dental, and Vision coverage • Life Insurance • Short-Term and Long-Term Disability Insurance • Tuition Reimbursement • 401(k) with Employer Matching • Flexible Spending Accounts (medical & daycare) Come be a part of Metro Credit Union!
    $20 hourly 10d ago
  • Financial Services Representative (Loan Officer)

    Centris Federal Credit Union 3.3company rating

    Finance representative job in Omaha, NE

    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 41d ago
  • Financial Services Representative (Loan Officer)

    Centris FCU

    Finance representative job in Omaha, NE

    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 40d 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. 5d 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. 16d ago
  • Consumer Investments- Financial Service Representative I

    Bank of America 4.7company rating

    Finance representative job in Lincoln, NE

    At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be flexible Sunday-Friday 8am to 8pm EST The Financial Services Representative I is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. We'll help you Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy Get training and one-on-one coaching from academy managers who are invested in your success Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide Develop techniques to confidently engage with clients by telephone Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to Providing a world class client experience through point of call account servicing and resolution Working in a well-compensated, highly collaborative environment Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America You're the kind of person that (required skills) Is client-focused with a passion for excellence and a positive team attitude Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams Is an effective communicator with an aptitude for sales and relationship management Has strong computer skills Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication Is ambitious, disciplined, hardworking, resilient and willing to learn Must be flexible to work any schedule: Sunday to Friday 8am to 8pm EST We're a culture that Believes in responsible growth and is dedicated to supporting the communities we serve Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $24-26 hourly Auto-Apply 60d+ 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. 20d ago
  • Main Banker (Starting at $19!)

    Ponca Gaming

    Finance representative job in Carter Lake, IA

    The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons. Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed. Assists Cage leadership with training new Team Members. Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions. Provides excellent guest service to both external guests and internal team members. Prepares, issues, collects, and reconciles department cash drawers. Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards. Reviews Player's Club accounts, providing useful information to our valued guests. Verifies guest's identification according to policy. Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment. Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports. Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk. Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room. Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff. Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately. Maintains confidentiality and protects private and proprietary information. Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests. Follow all safety standards and report any safety hazards immediately to necessary people to correct issue. Responsible for maintaining a consistent, regular attendance record. Responsible for maintaining compliance with appearance standards. Is a role model and champion of Prairie Flower Casino's Mission and Values. REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES One to two years of Cash Handling and Guest Service experience preferred. Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred. Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner. Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents. Can work independently and make decisions while unsupervised. Must be able to effectively use a computer including Microsoft Office and other job specific software. Ability to read, analyze, and act upon documentation and reports as necessary. Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Must maintain an appropriate Gaming License. PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS While performing the duties of this job, the Team Member is regularly required to talk and/or hear. Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily. Required to stand and walk for the majority of the shift. Requires ability to push in addition to bending, twisting, kneeling, and stooping. Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator. Must be able to work in areas with high noise levels, bright lights and dust. Must be able to respond to touch, speech, aural and visual cues. Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate, increasing to loud when on the casino floor. This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions. The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary. The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
    $24k-42k yearly est. Auto-Apply 15d ago
  • Main Banker (Starting at $19!)

    Prairie Flower Casino

    Finance representative job in Carter Lake, IA

    The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons. Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed. Assists Cage leadership with training new Team Members. Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions. Provides excellent guest service to both external guests and internal team members. Prepares, issues, collects, and reconciles department cash drawers. Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards. Reviews Player's Club accounts, providing useful information to our valued guests. Verifies guest's identification according to policy. Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment. Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports. Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk. Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room. Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff. Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately. Maintains confidentiality and protects private and proprietary information. Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests. Follow all safety standards and report any safety hazards immediately to necessary people to correct issue. Responsible for maintaining a consistent, regular attendance record. Responsible for maintaining compliance with appearance standards. Is a role model and champion of Prairie Flower Casino's Mission and Values. REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES One to two years of Cash Handling and Guest Service experience preferred. Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred. Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner. Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents. Can work independently and make decisions while unsupervised. Must be able to effectively use a computer including Microsoft Office and other job specific software. Ability to read, analyze, and act upon documentation and reports as necessary. Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Must maintain an appropriate Gaming License. PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS While performing the duties of this job, the Team Member is regularly required to talk and/or hear. Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily. Required to stand and walk for the majority of the shift. Requires ability to push in addition to bending, twisting, kneeling, and stooping. Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator. Must be able to work in areas with high noise levels, bright lights and dust. Must be able to respond to touch, speech, aural and visual cues. Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate, increasing to loud when on the casino floor. This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions. The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary. The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
    $24k-42k yearly est. 15d ago
  • Financial Advisor

    Revolution Group 3.8company rating

    Finance representative job in Omaha, NE

    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.
    $56k-111k yearly est. 60d+ 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 20d ago
  • Advisor, Finance Operations

    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_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_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:** 02/06/2026 *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 16d 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 11d 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. 5d 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. 22d ago

Learn more about finance representative jobs

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

The average finance representative in Omaha, NE earns between $23,000 and $63,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Omaha, NE

$38,000

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

The biggest employers of Finance Representatives in Omaha, NE are:
  1. Brase Network-Northwestern Mutual
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