Multi-Family Office Advisor
Mohr Talent
Get a reply from this employer
Your resume and cover letter, tailored to exactly what they’re hiring for.
Job summary
MOHR Talent is seeking an experienced Multi-Family Office Advisor to lead high-net-worth client relationships in Omaha, Nebraska. This senior role combines wealth management, comprehensive financial planning, and family-office services with a focus on discretionary, concierge-level client care.
The ideal candidate will have deep expertise in estate planning, tax-efficient wealth strategies, and multigenerational planning, coordinating with trusted advisors to deliver tailored financial solutions
Qualifications
- CFP certification required.
- Minimum of 5 years of experience in wealth management or private client services.
- Experience serving high-net-worth and ultra-high-net-worth families.
- Strong planning knowledge: investments, retirement, estate planning, taxes, risk management.
- Ability to navigate family dynamics and coordinate with multiple stakeholders.
Responsibilities
- Serve as the primary relationship manager for HNW/UHNW clients.
- Lead client reviews, strategic planning discussions, and advisory meetings.
- Deliver concierge-level, personalized service and anticipate client needs.
- Coordinate with attorneys, CPAs, and investment professionals.
- Develop sophisticated financial plans incorporating estate planning and tax considerations.
- Collaborate with investment teams on portfolio strategies and asset allocations.
- Maintain discretion and confidentiality in all client matters.
Skills
Education
Job description
Incentive Compensation: Additional performance-based incentives
Total Compensation: Up to approximately $350,000 annually
Remote flexibility may be considered for exceptional candidates, with periodic travel required
A rapidly growing wealth management and family office organization is seeking an experienced Multi-Family Office Advisor to serve as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families.
This senior-level position combines sophisticated wealth management, comprehensive financial planning, and multi-family office services with an exceptionally high level of personalized client care. The successful candidate will oversee complex client relationships, navigate multigenerational wealth planning needs, and coordinate with a network of professional advisors to deliver comprehensive financial solutions.
The ideal candidate will possess deep expertise in estate planning, tax-efficient wealth strategies, investment management, family governance, and legacy planning. Equally important is the ability to develop trusted relationships with affluent families, demonstrate exceptional emotional intelligence, and provide discreet, concierge-level service.
This opportunity is well suited for a highly experienced wealth management professional who enjoys managing complex family relationships and delivering customized financial strategies while contributing to the continued growth of an expanding organization.
Serve as the primary relationship manager for a select portfolio of HNW and UHNW individuals and families.
Develop and maintain long-term relationships built on trust, discretion, and exceptional service.
Understand complex family dynamics, financial objectives, and multigenerational wealth goals.
Lead client reviews, strategic planning discussions, and ongoing advisory meetings.
Deliver highly personalized, proactive, concierge-level service tailored to sophisticated clients.
Anticipate client needs and identify opportunities to enhance financial strategies and overall client experience.
Navigate sensitive family situations with professionalism, empathy, and strong emotional intelligence.
Develop sophisticated financial plans incorporating investment management, retirement strategies, estate planning, tax considerations, and risk management.
Evaluate complex financial situations and recommend strategies aligned with clients' long-term wealth objectives.
Collaborate with investment teams to review portfolio strategies, asset allocations, and investment adjustments.
Identify planning opportunities arising from changes in client circumstances, business ownership, liquidity events, and evolving financial goals.
Provide strategic guidance on wealth preservation, wealth transfer, and long-term financial security.
Present complex financial concepts and recommendations in a clear, thoughtful, and client-friendly manner.
Coordinate comprehensive family office services for affluent individuals, business owners, and multigenerational families.
Collaborate with attorneys, CPAs, insurance professionals, investment specialists, and other external advisors.
Support sophisticated estate planning, trust structures, family governance, and legacy planning initiatives.
Assist clients with multigenerational wealth transfer strategies and family financial decision-making.
Address complex planning matters involving liquidity events, concentrated investment positions, philanthropic strategies, and business ownership.
Facilitate communication among family members and professional advisors to ensure coordinated financial strategies.
Maintain discretion and confidentiality when handling sensitive financial and family matters.
Identify opportunities to expand existing client relationships through additional wealth management and family office services.
Generate referrals and contribute to new client acquisition initiatives.
Build relationships within the HNW and UHNW community.
Participate in client events, professional networking opportunities, and community engagement initiatives.
Support the organization's continued growth through exceptional relationship management, client retention, and referrals.
Partner with internal investment, planning, client service, and operations teams to coordinate execution of client strategies.
Maintain accurate client records, financial plans, and relationship activity within CRM systems.
Ensure appropriate regulatory documentation and adherence to compliance requirements.
Coordinate the implementation of financial planning recommendations with internal and external stakeholders.
Remain current on wealth management strategies, estate and tax planning developments, and relevant regulatory changes.
Contribute to a collaborative, professional, and client-focused working environment.
Minimum of 5 years of experience in wealth management, financial advisory services, or private client services.
Demonstrated experience managing relationships with high-net-worth and ultra-high-net-worth individuals and families.
Strong understanding of complex financial planning involving investments, retirement, estate planning, tax considerations, and risk management.
Experience supporting sophisticated financial situations involving business owners, multigenerational families, and complex wealth structures.
Ability to navigate family dynamics and communicate effectively with multiple stakeholders.
Exceptional interpersonal skills, emotional intelligence, empathy, and professional discretion.
Strong presentation and communication skills with the ability to simplify complex financial concepts.
Highly organized, proactive, resourceful, and detail-oriented.
Ability to independently manage sophisticated client relationships while collaborating effectively with internal and external advisors.
Previous experience within a family office or multi-family office environment.
MBA, master's degree in Finance, or another related advanced degree.
Additional professional designations such as CFA, CPWA, RICP, or CEPA.
Established professional network within the HNW or UHNW community.
Experience coordinating with estate planning attorneys, tax professionals, trustees, and other specialized advisors.
Experience supporting business owners through liquidity events, succession planning, and complex wealth transfer situations.
The ideal candidate is a sophisticated wealth management professional who combines advanced financial planning expertise with exceptional relationship management capabilities.
Key characteristics include:
- HNW/UHNW Relationship Expertise: Proven experience serving affluent families with complex financial needs, multiple stakeholders, and multigenerational wealth objectives.
- Exceptional Emotional Intelligence: Ability to establish trust, demonstrate empathy, and navigate sensitive family dynamics.
- Advanced Planning Knowledge: Strong expertise in estate planning, tax-efficient strategies, trusts, investments, wealth transfer, and legacy planning.
- Family Office Mindset: Understands the importance of coordinating multiple professional disciplines to deliver comprehensive wealth management solutions.
- Executive-Level Communication: Comfortable presenting sophisticated financial strategies to affluent individuals, business owners, and family decision-makers.
- Proactive Client Service: Anticipates client needs and delivers highly personalized, concierge-level support.
- Professional Discretion: Demonstrates sound judgment, confidentiality, and integrity when managing sensitive financial information.
- Collaborative Approach: Works effectively with attorneys, CPAs, investment professionals, and internal service teams.
- Relationship Development: Capable of strengthening existing client relationships, generating referrals, and supporting business growth.
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.
- Base Salary: $250,000-$300,000 annually
- Incentive Compensation: Additional performance-based incentives
- Total Compensation: Up to approximately $350,000 annually
- In-office preferred - Omaha, Nebraska
- Relocation assistance available for qualified candidates
- Remote flexibility may be considered for exceptional candidates, with periodic travel required
A rapidly growing wealth management and family office organization is seeking an experienced Multi-Family Office Advisor to serve as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families.
This senior-level position combines sophisticated wealth management, comprehensive financial planning, and multi-family office services with an exceptionally high level of personalized client care. The successful candidate will oversee complex client relationships, navigate multigenerational wealth planning needs, and coordinate with a network of professional advisors to deliver comprehensive financial solutions.
The ideal candidate will possess deep expertise in estate planning, tax-efficient wealth strategies, investment management, family governance, and legacy planning. Equally important is the ability to develop trusted relationships with affluent families, demonstrate exceptional emotional intelligence, and provide discreet, concierge-level service.
This opportunity is well suited for a highly experienced wealth management professional who enjoys managing complex family relationships and delivering customized financial strategies while contributing to the continued growth of an expanding organization.
- Serve as the primary relationship manager for a select portfolio of HNW and UHNW individuals and families.
- Develop and maintain long-term relationships built on trust, discretion, and exceptional service.
- Understand complex family dynamics, financial objectives, and multigenerational wealth goals.
- Lead client reviews, strategic planning discussions, and ongoing advisory meetings.
- Deliver highly personalized, proactive, concierge-level service tailored to sophisticated clients.
- Anticipate client needs and identify opportunities to enhance financial strategies and overall client experience.
- Navigate sensitive family situations with professionalism, empathy, and strong emotional intelligence.
- Develop sophisticated financial plans incorporating investment management, retirement strategies, estate planning, tax considerations, and risk management.
- Evaluate complex financial situations and recommend strategies aligned with clients' long-term wealth objectives.
- Collaborate with investment teams to review portfolio strategies, asset allocations, and investment adjustments.
- Identify planning opportunities arising from changes in client circumstances, business ownership, liquidity events, and evolving financial goals.
- Provide strategic guidance on wealth preservation, wealth transfer, and long-term financial security.
- Present complex financial concepts and recommendations in a clear, thoughtful, and client-friendly manner.
- Coordinate comprehensive family office services for affluent individuals, business owners, and multigenerational families.
- Collaborate with attorneys, CPAs, insurance professionals, investment specialists, and other external advisors.
- Support sophisticated estate planning, trust structures, family governance, and legacy planning initiatives.
- Assist clients with multigenerational wealth transfer strategies and family financial decision-making.
- Address complex planning matters involving liquidity events, concentrated investment positions, philanthropic strategies, and business ownership.
- Facilitate communication among family members and professional advisors to ensure coordinated financial strategies.
- Maintain discretion and confidentiality when handling sensitive financial and family matters.
- Identify opportunities to expand existing client relationships through additional wealth management and family office services.
- Generate referrals and contribute to new client acquisition initiatives.
- Build relationships within the HNW and UHNW community.
- Participate in client events, professional networking opportunities, and community engagement initiatives.
- Support the organization's continued growth through exceptional relationship management, client retention, and referrals.
- Partner with internal investment, planning, client service, and operations teams to coordinate execution of client strategies.
- Maintain accurate client records, financial plans, and relationship activity within CRM systems.
- Ensure appropriate regulatory documentation and adherence to compliance requirements.
- Coordinate the implementation of financial planning recommendations with internal and external stakeholders.
- Remain current on wealth management strategies, estate and tax planning developments, and relevant regulatory changes.
- Contribute to a collaborative, professional, and client-focused working environment.
- Certified Financial Planner (CFP) certification required.
- Minimum of 5 years of experience in wealth management, financial advisory services, or private client services.
- Demonstrated experience managing relationships with high-net-worth and ultra-high-net-worth individuals and families.
- Strong understanding of complex financial planning involving investments, retirement, estate planning, tax considerations, and risk management.
- Experience supporting sophisticated financial situations involving business owners, multigenerational families, and complex wealth structures.
- Ability to navigate family dynamics and communicate effectively with multiple stakeholders.
- Exceptional interpersonal skills, emotional intelligence, empathy, and professional discretion.
- Strong presentation and communication skills with the ability to simplify complex financial concepts.
- Highly organized, proactive, resourceful, and detail-oriented.
- Ability to independently manage sophisticated client relationships while collaborating effectively with internal and external advisors.
- Previous experience within a family office or multi-family office environment.
- MBA, master's degree in Finance, or another related advanced degree.
- Additional professional designations such as CFA, CPWA, RICP, or CEPA.
- Established professional network within the HNW or UHNW community.
- Experience coordinating with estate planning attorneys, tax professionals, trustees, and other specialized advisors.
- Experience supporting business owners through liquidity events, succession planning, and complex wealth transfer situations.
The ideal candidate is a sophisticated wealth management professional who combines advanced financial planning expertise with exceptional relationship management capabilities.
Key characteristics include:
- HNW/UHNW Relationship Expertise: Proven experience serving affluent families with complex financial needs, multiple stakeholders, and multigenerational wealth objectives.
- Exceptional Emotional Intelligence: Ability to establish trust, demonstrate empathy, and navigate sensitive family dynamics.
- Advanced Planning Knowledge: Strong expertise in estate planning, tax-efficient strategies, trusts, investments, wealth transfer, and legacy planning.
- Family Office Mindset: Understands the importance of coordinating multiple professional disciplines to deliver comprehensive wealth management solutions.
- Executive-Level Communication: Comfortable presenting sophisticated financial strategies to affluent individuals, business owners, and family decision-makers.
- Proactive Client Service: Anticipates client needs and delivers highly personalized, concierge-level support.
- Professional Discretion: Demonstrates sound judgment, confidentiality, and integrity when managing sensitive financial information.
- Collaborative Approach: Works effectively with attorneys, CPAs, investment professionals, and internal service teams.
- Relationship Development: Capable of strengthening existing client relationships, generating referrals, and supporting business growth.
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 hr@themohrgrp.com
Share:
Published: 10/28/2026
Type: Direct Hire
Category: Finance / FP&A
At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.
5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
