CFP Wealth Advisor – Growth & Planning Leader

MOHR Talent; Bennington (NE); On-site; USD 145,000 - 165,000; Full time

Job summary

MOHR Talent is seeking a Wealth Management Advisor in the Bennington/Omaha area. A CFP and 5+ years of client advisory experience are required to lead comprehensive financial plans and build lasting client relationships.

You will develop integrated investment, retirement, estate, and tax strategies, present recommendations, and drive new advisory business while ensuring fiduciary compliance and high client satisfaction.

Qualifications

• CFP certification required.
• 5+ years of relevant financial services experience, including direct client advisory work.
• A proven record of winning clients and growing a book of business.
• Strong analytical skills and the ability to develop comprehensive, actionable financial plans.
• A bachelor’s degree in finance, accounting, business or a related field.
• Excellent listening and communication skills, high emotional intelligence and sound relationship judgment.
• A proactive, organized and collaborative approach, with the ability to work independently and respond constructively to feedback.

Responsibilities

• Serve as a lead advisor, helping clients define goals and make informed financial decisions.
• Create integrated plans addressing investments, retirement, estate planning and tax considerations.
• Present recommendations clearly, coordinate implementation and conduct ongoing progress reviews.
• Develop a pipeline of prospective clients through networking, referrals and relationship-building.
• Strengthen retention and expand existing relationships by anticipating changing client needs.
• Partner with planning, investment and service teams while keeping CRM documentation current and following fiduciary and regulatory requirements.

Skills

Listening

Communication

Emotional intelligence

Relationship management

Education

CFP certification

Bachelor’s degree in finance, accounting, business or related field

Tools

CRM

Job description

MOHR Talent is seeking a Wealth Management Advisor in the Bennington/Omaha area. A CFP and 5+ years of client advisory experience are required to lead comprehensive financial plans and build lasting client relationships.

You will develop integrated investment, retirement, estate, and tax strategies, present recommendations, and drive new advisory business while ensuring fiduciary compliance and high client satisfaction.