Lead Wealth Advisor — Client Planning & Growth

Focus Partners; Omaha (NE); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Annual cash bonus

Medical, dental, vision, lifeinsurance

401(k)

Job summary

Focus Partners seeks a Wealth Advisor to serve and grow a premier client base through holistic financial planning. You will partner with senior advisors to deliver continuity and exceptional service, guiding complex planning, tax, estate, and retirement needs across clients of varying wealth levels.

The role emphasizes leadership, strategic growth, and development of associates while maintaining high client satisfaction and adherence to the firm’s fiduciary standards.

Qualifications

• Bachelor’s Degree required.
• 7+ years of advisory experience in the wealth management industry.
• CFP® certification or equivalent designation preferred; willingness to obtain CFP® within two years if not held.
• Proven Business Development Skillset.
• Mastery of investment strategies, risk management, tax planning, and estate planning.
• Strong interpersonal communication skills and a team-oriented mindset.
• Clean U4 on record.

Responsibilities

• Actively partner with Advisory Leadership in setting, executing, and evolving the advisory team’s business plan.
• Lead team development and growth with a tactical and strategic approach.
• Establish optimal client experience and collaborate to ensure high service levels.
• Provide feedback and development opportunities for Associate Wealth Advisors.
• Serve as Primary advisor on 50%+ of client relationships.
• Develop and present holistic financial plans and investment strategies.
• Coordinate with Portfolio Management on portfolios, tax loss harvesting, and trades.
• Oversee client billing reviews and CRM follow-up.

Skills

Interpersonal communication

Team-oriented

Business development

Client relationship management

Education

Bachelor's Degree

CFP certification or equivalent

Tools

CRM software

Job description

Focus Partners seeks a Wealth Advisor to serve and grow a premier client base through holistic financial planning. You will partner with senior advisors to deliver continuity and exceptional service, guiding complex planning, tax, estate, and retirement needs across clients of varying wealth levels.

The role emphasizes leadership, strategic growth, and development of associates while maintaining high client satisfaction and adherence to the firm’s fiduciary standards.