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Omaha hfa financial advisor senior

2 hfa financial advisor senior jobs found in Omaha

HUB International
05/18/2026  
Manager of Investment Services
HUB Retirement & Private Wealth (RPW) is seeking a Manager of Investment Services to lead the trading, portfolio implementation, and investment operations function for our private wealth management client accounts.  This role includes the day-to-day execution of trades, the implementation of model portfolios and rebalances, and the oversight of investment monitoring and reporting workflows in close partnership with the firm's advisors. This is a senior, hands-on role for an experienced investment professional who can move fluently between portfolio execution, performance reporting, and client-facing investment discussions. Your job responsibilities as a Manager of Investment Services: Trading & Portfolio Implementation Lead daily trading activity across equities, ETFs, mutual funds, and fixed income on behalf of private wealth client accounts. Implement model portfolio updates, rebalances, cash raises, and tax-aware adjustments using iRebal, Orion, or equivalent...
HUB International Omaha, NE Full Time
HUB International
05/14/2026  
Employee Benefits - Vice President, Sales Executive
Are you a senior sales professional who knows how to open doors, build trust, and close complex deals? Do you thrive on developing executive-level relationships and delivering tailored employee benefits solutions that make a real difference for businesses? If so, this is the role you've been looking for. HUB Great Plains is growing — and we're looking for a Vice President, Sales Executive to join our expanding Employee Benefits team. This is a high-impact, individual contributor role for a seasoned sales professional who brings a strong network, a consultative approach, and the drive to build a significant book of business across our five-state region of Nebraska, Iowa, Minnesota, North Dakota, and South Dakota. This position can be located in any of our offices. At HUB, we value education, innovation, and continuous learning — and we're committed to supporting you every step of the way. What Makes Us Different Than All the Rest? Our Vision: To be everywhere risk...
HUB International Omaha, NE Full Time

 

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