Financial Advisor - Home Office & Advisor Support

Position Overview

Alliant Insurance is seeking a Financial Advisor – Home Office & Advisor Support to manage the home office book of business and support the national expansion of Sequent Planning, a registered investment adviser. This role plays a key part in supporting Investment Adviser Representatives (IARs) and building lasting relationships with independent insurance agents and agencies. Hybrid opportunities are available for those near the Omaha office at 8420 W Dodge Rd, Omaha, NE, while remote work is available for candidates located more than 50 miles away.

Key Responsibilities

• Manage the home office book of business including regular client meetings (in person, virtual, or off-site), semi-annual reviews, performance reporting, and client portal oversight.
• Assist with the training and support of new IARs by providing guidance on technology platforms, financial planning software, and custodian systems.
• Develop and review financial plans, conduct market research, answer IAR and client queries, and participate in annual business planning meetings.
• Support the strategic objective of expanding the IAR network by facilitating partnerships with independent insurance agents and agencies, including attending client meetings and business trips.
• Serve as the primary point of contact for IARs, effectively addressing inquiries and resolving service issues.

Required Qualifications

• Bachelor’s Degree or equivalent combination of education and experience, with 4+ years in financial services or a related field.
• Required licensing: Series 65 (with FINRA Series 6/7 + Series 66 qualifications); this role does not support FINRA registration.
• Robust working knowledge of financial planning, advisory and insurance services, financial calculations, budgeting, and systems management.
• Proficiency in using Microsoft Office (Outlook, Word, Excel, PowerPoint), Adobe Acrobat, SharePoint, and similar tools.
• Strong interpersonal, communication, project management, and time management skills with the ability to work both independently and as part of a team.

Preferred Qualifications

• Life & Health License is a plus.
• Bilingual abilities are preferred.

Benefits & Perks

• Compensation: Combination of base salary and commission.
• Hybrid work opportunity near the Omaha office or fully remote work if located outside a 50-mile radius.