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MOHR Talent · Omaha, Nebraska
Senior Wealth Advisor (CFP)
Omaha, NE | $145K-$155K Base | $200K Target Total Compensation Approximately $200,000
In-Office Preferred | Remote Considered for Top Candidates CFP Certification
We're partnering with a growing private wealth management firm that is hiring an experienced Lead Private Wealth Advisor to manage client relationships, deliver sophisticated financial planning, and help grow the firm's business.
This opportunity is ideal for a CFP professional who combines strong financial planning expertise with proven business development ability. The right person enjoys working directly with affluent clients, building long-term relationships, and bringing in new business.
This is not a financial planning-only role. They need someone who can confidently advise clients, develop comprehensive strategies, and contribute directly to the firm's growth.
What You'll Be Doing
Lead client meetings and manage long-term wealth management relationships
Develop comprehensive financial plans covering investments, retirement, tax strategies, estate planning, and wealth preservation
Provide sophisticated financial analysis and personalized planning recommendations
Identify and pursue new business opportunities to grow the firm's client base
Build relationships with prospective clients and expand existing accounts
Help grow assets under management through client acquisition and retention
Partner with investment, planning, and internal teams to deliver comprehensive advice
Maintain accurate client records and uphold fiduciary standards
What They're Looking For
CFP certification highly preferred
5+ years of experience as a Financial Advisor, Wealth Advisor, or Private Wealth Advisor
Proven success in business development, generating new clients, and growing a book of business
Strong expertise in comprehensive financial planning and investment analysis
Experience advising affluent or high-net-worth clients
Excellent communication, presentation, and relationship-building skills
High emotional intelligence and ability to connect with clients
Independent, proactive, organized, and comfortable taking ownership
Bachelor's degree in Finance, Accounting, Business, or a related field
Strong commitment to fiduciary standards and client service
Why You'll Love It
$145,000-$155,000 base salary
New business incentives with target total compensation around $200,000
Opportunity to lead client relationships and directly influence firm growth
Combine sophisticated financial planning with relationship management and business development
High-visibility advisory role with meaningful client ownership
Collaborative wealth management environment
Omaha office preferred, with remote flexibility considered for exceptional candidates
Long-term professional growth opportunity
Details
| Company | MOHR Talent |
| Location | Omaha, Nebraska |
| Type | FULL TIME |
| Niche | Business and Financial Operations Occupations |
| Salary | $1,45,000 – $1,45,000 / yr |