Lead Private Wealth Advisor | CFP | Remote Flex

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

Job summary

MOHR Talent is seeking an experienced Lead Private Wealth Advisor to manage client relationships, deliver sophisticated financial planning, and help grow the firm's business in an in-office preferred role with remote consideration for top candidates.

The ideal candidate has CFP certification (preferred), 5+ years of experience in wealth advisory, and a proven track record in business development and client acquisition among affluent clients. This is a growth-focused, advisory leadership position.

Qualifications

• 5+ years of experience as a Financial Advisor or Private Wealth Advisor.
• CFP certification highly preferred.
• Strong ability to grow a book of business with affluent clients.
• Bachelor's degree in Finance, Accounting, or related field.

Responsibilities

• 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.

Skills

CFP certification

Client relationship management

Financial planning

Investment analysis

Education

Bachelor's degree in Finance/Accounting/Business

Tools

CRM systems

Financial planning software

Job description

MOHR Talent is seeking an experienced Lead Private Wealth Advisor to manage client relationships, deliver sophisticated financial planning, and help grow the firm's business in an in-office preferred role with remote consideration for top candidates.

The ideal candidate has CFP certification (preferred), 5+ years of experience in wealth advisory, and a proven track record in business development and client acquisition among affluent clients. This is a growth-focused, advisory leadership position.