6 senior wealth advisor jobs found in Omaha

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...

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...

Company: NICO National Indemnity Company Want to work for a company with unparalleled financial strength and stability that offers “large company” benefits with an exciting, friendly, and “small company” atmosphere?  Our companies, as members of the Berkshire Hathaway group of Insurance Companies, provides opportunities for professionals interested in just that.   The Senior Technical Accountant is a highly skilled accounting professional with deep statutory insurance accounting expertise   - someone who can operate beyond preparation work and contribute at a review, oversite, and advisory level. This role supports complex complex statutory reporting, technical research, reconciliations, regulatory interactions, and audit matters across a dynamic insurance organization. This position will be with National Indemnity Company and will sit in Omaha, NE and up to 50% hybrid at management discretion after a period of on site training . This position is NOT ELIGIBLE for...

Company: NICO National Indemnity Company Want to work for a company with unparalleled financial strength and stability that offers “large company” benefits with an exciting, friendly, and “small company” atmosphere?  Our companies, as members of the Berkshire Hathaway group of Insurance Companies, provides opportunities for professionals interested in just that.   A Brief Overview Evaluates the organizations jobs, documenting responsibilities and requirements in job descriptions. Performs data analysis for the Company's salary administration program. Contributes organizational data to, and analyzes results of, compensation surveys. Conducts market analysis of company jobs to determine competitive positioning of the organizations pay programs. Participates in administration of annual performance management, incentive, or salary increase programs and development of incentive or salary increase strategies. Responsible for the development and maintenance of the salary...

Company: NICO National Indemnity Company Want to work for a company with unparalleled financial strength and stability that offers “large company” benefits with an exciting, friendly, and “small company” atmosphere?  Our companies, as members of the Berkshire Hathaway group of Insurance Companies, provides opportunities for professionals interested in just that.   The Senior Technical Accountant is a highly skilled accounting professional with deep statutory insurance accounting expertise   - someone who can operate beyond preparation work and contribute at a review, oversite, and advisory level. This role supports complex complex statutory reporting, technical research, reconciliations, regulatory interactions, and audit matters across a dynamic insurance organization. This position will be with National Indemnity Company and will sit in Omaha, NE and up to 50% hybrid at management discretion after a period of on site training . This position is NOT ELIGIBLE for...

Company Shared Services Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence. Job Description The Tax Manager will lead and support tax compliance, reporting, and planning activities. This role will operate within the broader corporate tax function, with responsibility for premium tax compliance as well as exposure to multi-state indirect taxes and statutory reporting. This position is ideal for a tax professional with strong multi-state tax experience who is interested in expanding into insurance-specific premium tax, or an experienced premium tax professional seeking broader tax leadership exposure. Responsibilities for the Tax Manager include but are not limited to: Lead the preparation and review of tax filings, state...