Registered Financial Associate – Omaha

The Registered Financial Associate’s role is to utilize their advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. This position is responsible for following established procedures to perform routine tasks and other work with substantial variety and complexity requiring limited decision-making responsibility. This position requires extensive contact with internal and external clients to resolve questions and problems while providing excellent customer service to team members and clients while demonstrating the company values and supporting the mission. This position will report to the Senior Advisor of the team.

Job Duties and Responsibilities

Required Qualifications


Apply to join the team at Southwestern Investment Group.