Lead Private Wealth Advisor

MOHR Talent; Omaha (NE); On-site; USD 145,000 - 155,000; Full time

Job summary

MOHR Talent in Omaha, NE is seeking an experienced Lead Private Wealth Advisor to manage high-value client relationships, deliver comprehensive financial planning solutions, and help grow the firm.

The ideal candidate will be a CFP with a proven track record of growing a book of business, developing lasting client relationships, and delivering personalized wealth management strategies. Strong communication and fiduciary standards are essential.

Qualifications

• CFP designation required.
• Minimum 5 years of financial services experience.
• Bachelor's degree in Finance, Accounting, or Business.
• Proven sales ability and track record of growing a book.
• Strong expertise in comprehensive financial planning and investments.
• Ability to lead client meetings and manage relationships independently.
• Excellent communication and relationship management skills.
• Strong analytical capabilities and attention to detail.
• Commitment to fiduciary standards and ethical client service.
• Ability to pass background and credit checks.

Responsibilities

• Serve as primary advisor and relationship manager for assigned clients.
• Lead client meetings, financial planning discussions, and portfolio reviews.
• Build long-term relationships through proactive communication.
• Deliver comprehensive plans across investments, retirement, estate planning.
• Identify opportunities to acquire new clients and grow relationships.
• Collaborate with internal planning, investment, and operations teams.
• Ensure compliance with fiduciary and regulatory standards.

Skills

5+ years exp

Client relationships

Sales ability

Communication skills

Analytical skills

Fiduciary standards

Lead meetings

Education

CFP designation

Bachelor's degree in Finance/Accounting/Business

Job description

Incentive Compensation: Additional incentives tied to new business development and growth

Total Target Compensation: Approximately $200,000 annually

Lead Private Wealth Advisor Compensation

• Base Salary: $145,000-$155,000

• Incentive Compensation: Additional incentives tied to new business development and growth

• Total Target Compensation: Approximately $200,000 annually

Work Arrangement

• In-office preferred - Omaha, Nebraska

• Remote flexibility available for exceptional candidates

Position Overview

A growing independent wealth management firm is seeking an experienced Lead Private Wealth Advisor to manage high-value client relationships, deliver comprehensive financial planning solutions, and contribute directly to the firm's continued growth.

This position combines sophisticated financial planning, relationship management, and business development. The ideal candidate will be a Certified Financial Planner (CFP) with a proven track record of growing a book of business, developing lasting client relationships, and delivering personalized wealth management strategies.

The successful individual will possess strong analytical capabilities, excellent interpersonal skills, and the confidence to lead client conversations independently. This is an opportunity for a proactive, entrepreneurial advisor who enjoys working directly with clients while helping expand a growing wealth management practice.

Key Responsibilities

Client Relationship Management

• Serve as the primary advisor and relationship manager for assigned clients.

• Lead client meetings, financial planning discussions, and ongoing portfolio reviews.

• Build and maintain long-term relationships through proactive communication and personalized service.

• Understand clients' financial objectives, risk tolerance, and evolving planning needs.

• Deliver a high-touch client experience while maintaining strong fiduciary standards.

• Collaborate with internal planning, investment, and operations teams to deliver comprehensive wealth management services.

Comprehensive Financial Planning

• Develop, present, and implement comprehensive financial plans tailored to individual client needs.

• Provide sophisticated planning strategies across investments, retirement, estate planning, tax optimization, and wealth transfer.

• Analyze client financial situations and identify opportunities to improve financial outcomes.

• Translate complex financial concepts into clear, actionable recommendations.

• Monitor client progress, evaluate changing circumstances, and update financial plans accordingly.

• Maintain a high level of technical expertise in financial planning and investment analysis.

Business Development & Growth

• Actively identify and pursue opportunities to acquire new clients and expand existing relationships.

• Demonstrate a proven ability to grow a book of business through relationship development, referrals, and proactive business development.

• Develop relationships with prospective clients and professional referral sources.

• Identify additional planning and wealth management opportunities within existing client relationships.

• Contribute directly to firm growth through client acquisition, retention, and relationship expansion.

• Balance business development responsibilities with exceptional service to existing clients.

Collaboration & Operational Excellence

• Partner with financial planners, investment professionals, and other internal stakeholders to implement client strategies.

• Maintain accurate client information, meeting notes, and relationship activity within CRM systems.

• Ensure compliance with applicable financial regulations, internal policies, and fiduciary obligations.

• Remain current on financial planning developments, investment strategies, and industry best practices.

• Participate in team initiatives and contribute to a collaborative, client-focused culture.

Required Qualifications

• Certified Financial Planner (CFP) designation required.

• Minimum 5 years of financial services experience, with relevant financial advisory and client relationship management responsibilities.

• Bachelor's degree in Finance, Accounting, Business, or a related field.

• Demonstrated sales ability and a successful track record of growing a book of business.

• Strong expertise in comprehensive financial planning, investment analysis, retirement planning, estate planning, and tax-efficient strategies.

• Proven ability to lead client meetings and independently manage financial advisory relationships.

• Excellent communication, presentation, and relationship management skills.

• Strong analytical capabilities and attention to detail.

• Commitment to fiduciary standards and ethical client service.

• Ability to successfully complete background and credit checks.

Ideal Candidate Profile

The ideal candidate is an established financial advisor who combines technical financial planning expertise with strong business development capabilities.

This individual should demonstrate:

• Entrepreneurial Mindset: Proactively identifies opportunities, develops new relationships, and takes ownership of business growth.

• Strong Emotional Intelligence: Builds trust quickly, understands client concerns, and communicates effectively with a wide range of personalities.

• Sales & Relationship Development: Has a demonstrated history of attracting new clients, generating referrals, and growing assets or advisory relationships.

• Financial Planning Expertise: Confidently develops sophisticated financial plans and communicates complex strategies in a client-friendly manner.

• Independence & Accountability: Can manage client relationships and responsibilities without extensive oversight.

• Collaboration & Coachability: Works effectively with colleagues, welcomes feedback, and contributes to a positive team environment.

• Professionalism & Attention to Detail: Maintains high standards of client service, accuracy, confidentiality, and fiduciary responsibility.

• Commitment to Growth: Demonstrates ongoing professional development and a desire to contribute to the long-term success of the organization.

Interview Process

Step 1 – Initial Video Interview

45-minute virtual interview with a member of the leadership team.

Step 2 – Assessment & Leadership Interviews

Completion of a Culture Index assessment, followed by virtual interviews with senior leadership and a financial advisor.

Step 3 – Final In-Person Interview

Half-day onsite interview, including meetings with team members and a 20-30 minute case study presentation.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]