Retire SMART LLC
Join to apply for the
Financial Advisor No Prospecting + Base Salary
role at
Retire SMART LLC 2 days ago Be among the first 25 applicants Join to apply for the
Financial Advisor No Prospecting + Base Salary
role at
Retire SMART LLC Join our Dynamic Team as a Financial Advisor!
We are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will provide personalized financial advice and services to clients, helping them manage their financial portfolios and achieve their long-term goals. You will build strong relationships with clients, develop financial plans, and offer investment strategies that align with their retirement needs. This is an excellent opportunity for a professional looking to make a significant impact in the financial services industry.
What You’ll Do
Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and providing tailored advice to help them achieve those objectives. Financial Planning: Develop comprehensive financial plans for clients, including retirement, estate, tax, and investment planning, ensuring each plan aligns with the client’s financial situation and future goals. Investment Strategy: Advise clients on investment opportunities, asset allocation, and risk management, ensuring their portfolios are properly diversified and aligned with their objectives. Market Research and Analysis: Continuously monitor financial markets and trends to provide informed recommendations and strategies that align with client goals and market conditions. Client Education: Educate clients on financial products, strategies, and industry trends, ensuring they make well-informed decisions about their finances. Compliance and Documentation: Ensure all client interactions and transactions comply with regulatory requirements and company policies. Maintain accurate records and documentation of all financial plans and transactions. Sales and Business Development: Proactively identify opportunities for new business and develop strategies to expand the client base. Provide ongoing support to existing clients to ensure their continued satisfaction and loyalty
Experience You’ll Bring:
Experience: Proven experience in financial advisory, investment management, or a similar financial services role. A track record of managing client portfolios and achieving financial goals is preferred. Knowledge: market trends, investment strategies, retirement planning, tax strategies, and wealth management techniques. Skills: Strong analytical, problem-solving, and communication skills, with the ability to explain complex financial concepts in a clear and accessible manner. Interpersonal Skills: Excellent relationship-building skills with a client-focused approach. Ability to listen actively, understand client needs, and offer personalized advice. Compliance Knowledge: Familiarity with financial regulations and compliance standards governing the financial services industry (FINRA, SEC)
Bonus Points If You Have:
Experience: 3+ years of experience in financial sales Licensing: Series 65, Life & Health Insurance, CFP, CFA Technical Know-How: Familiarity with Wealthbox CRM, Orion, Schwab/Fidelity platforms, MS Office Suite
What You’ll Get:
Amazing Benefits: Comprehensive medical, dental, vision, and 401(k) plans (with matching options). Generous PTO Package: Enjoy a balanced work-life schedule. 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 other’s personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment.
If you’re 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. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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Financial Advisor No Prospecting + Base Salary
role at
Retire SMART LLC 2 days ago Be among the first 25 applicants Join to apply for the
Financial Advisor No Prospecting + Base Salary
role at
Retire SMART LLC Join our Dynamic Team as a Financial Advisor!
We are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will provide personalized financial advice and services to clients, helping them manage their financial portfolios and achieve their long-term goals. You will build strong relationships with clients, develop financial plans, and offer investment strategies that align with their retirement needs. This is an excellent opportunity for a professional looking to make a significant impact in the financial services industry.
What You’ll Do
Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and providing tailored advice to help them achieve those objectives. Financial Planning: Develop comprehensive financial plans for clients, including retirement, estate, tax, and investment planning, ensuring each plan aligns with the client’s financial situation and future goals. Investment Strategy: Advise clients on investment opportunities, asset allocation, and risk management, ensuring their portfolios are properly diversified and aligned with their objectives. Market Research and Analysis: Continuously monitor financial markets and trends to provide informed recommendations and strategies that align with client goals and market conditions. Client Education: Educate clients on financial products, strategies, and industry trends, ensuring they make well-informed decisions about their finances. Compliance and Documentation: Ensure all client interactions and transactions comply with regulatory requirements and company policies. Maintain accurate records and documentation of all financial plans and transactions. Sales and Business Development: Proactively identify opportunities for new business and develop strategies to expand the client base. Provide ongoing support to existing clients to ensure their continued satisfaction and loyalty
Experience You’ll Bring:
Experience: Proven experience in financial advisory, investment management, or a similar financial services role. A track record of managing client portfolios and achieving financial goals is preferred. Knowledge: market trends, investment strategies, retirement planning, tax strategies, and wealth management techniques. Skills: Strong analytical, problem-solving, and communication skills, with the ability to explain complex financial concepts in a clear and accessible manner. Interpersonal Skills: Excellent relationship-building skills with a client-focused approach. Ability to listen actively, understand client needs, and offer personalized advice. Compliance Knowledge: Familiarity with financial regulations and compliance standards governing the financial services industry (FINRA, SEC)
Bonus Points If You Have:
Experience: 3+ years of experience in financial sales Licensing: Series 65, Life & Health Insurance, CFP, CFA Technical Know-How: Familiarity with Wealthbox CRM, Orion, Schwab/Fidelity platforms, MS Office Suite
What You’ll Get:
Amazing Benefits: Comprehensive medical, dental, vision, and 401(k) plans (with matching options). Generous PTO Package: Enjoy a balanced work-life schedule. 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 other’s personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment.
If you’re 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. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Retire SMART LLC by 2x Get notified about new Financial Advisor jobs in
Omaha, NE . Omaha Metropolitan Area $80,000.00-$100,000.00 20 hours ago Omaha, NE $50,000.00-$75,000.00 1 week ago Omaha, NE $148,230.00-$181,170.00 1 week ago Financial Solutions Advisor - Omaha Market
Personal Financial Counselor- Offutt AFB
Offutt Air Force Base, NE $53,125.00-$84,995.00 5 days ago Financial Solutions Advisor - Omaha Market
College Financial Representative, Internship Program
Financial Consultant Academy - January and April 2026 Cohorts
Personal Financial Counselor- Offutt AFB
Offutt Air Force Base, NE $53,125.00-$84,995.00 4 days ago Omaha, NE $60,000.00-$70,000.00 1 week ago Financial Advisor – Experienced Professionals
J.P. Morgan Wealth Management - Private Client Advisor - Council Bluffs, Iowa
Omaha, NE $50,000.00-$125,000.00 6 days ago Merrill Financial Solutions Advisor - Mountain Plains Market
Vice President Finance Business Partner - International Infrastructure
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr