Lead Private Wealth Advisor — Remote & High-Impact Growth

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

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.