Private Wealth Advisor

MOHR Talent; Chicago (IL); Remote; USD 240.000 - 280.000; Vollzeit

Benefits dieser Stelle

Relocation assistance

Remote work with travel to Omaha

Zusammenfassung

MOHR Talent is seeking a Private Wealth Advisor to lead high-net-worth client relationships from a remote base with travel to Nebraska. The role offers base pay of $240,000–$280,000 plus incentives, with total compensation up to $350,000.

Chicago-based market context applies; relocation assistance may be available for Nebraska-based candidates. You will connect investment strategy, family priorities and comprehensive planning, delivering personalized family office services in a collaborative,

Qualifikationen

• CFP designation is required.
• 7+ years in wealth management or private client services.
• Experience with family offices or multi-family offices.
• Proven track record leading HNW/UHNW relationships including business owners.
• Strong investment and financial planning expertise across estate, tax and multigenerational planning.
• Excellent listening, communication, discretion and empathy.
• Organized, resourceful and collaborative.

Aufgaben

• Develop detailed understanding of clients’ financial goals, family dynamics and business interests.
• Lead client reviews and translate complex strategies into clear decisions.
• Coordinate investment, retirement, estate, tax and risk-management planning.
• Work with attorneys, CPAs and investment professionals on trusts and wealth transfer.
• Support family governance and multigenerational planning conversations.
• Anticipate client needs, cultivate referrals and ensure compliant execution with internal teams.

Kenntnisse

Wealth management experience

HNW/UHNW client relationships

Financial planning

Estate planning

Tax planning

Multigenerational planning

Communication skills

Discretion & empathy

Ausbildung

CFP designation

MBA or master’s degree

CFA/CPWA/RICP/CEPA designation

Jobbeschreibung

Remote — Travel to Nebraska | Full-Time
$240,000–$280,000 Base + Incentives | Total Comp. $300K+

Private Wealth Advisor

Remote — Travel to Nebraska | Full-Time
$240,000–$280,000 Base + Incentives | Total Comp. $300K+

The Opportunity

A growing wealth management firm is looking for a Private Wealth Advisor who can bring clarity to the financial decisions that shape a family’s future.

As the primary relationship lead for high-net-worth and ultra-high-net-worth clients, you’ll connect investment strategy, business interests and family priorities through comprehensive planning and personalized family office services.

This is an opportunity to make a lasting impact through both the quality of your advice and the trust you build.

Your Responsibilities

• Develop a detailed understanding of clients’ financial goals, family dynamics and business interests.

• Lead client reviews and translate complex financial strategies into clear decisions.

• Coordinate investment, retirement, estate, tax and risk-management planning.

• Work with attorneys, CPAs and investment professionals on trusts, liquidity events, philanthropy and wealth transfer.

• Support family governance and multigenerational planning conversations.

• Anticipate client needs, cultivate referrals and coordinate accurate, compliant execution with internal teams.

What You’ll Bring

• CFP designation required.

• 7+ years in wealth management, financial advisory or private client services.

• Family office or multi-family office experience.

• Demonstrated experience leading HNW and UHNW relationships, including business owners and complex families.

• Strong investment and financial-planning expertise, including estate, tax and multigenerational considerations.

• Exceptional listening and communication skills, empathy, emotional intelligence and discretion.

• An organized, resourceful and collaborative approach.

Preferred Background

• Established relationships within the HNW community.

• MBA or a relevant master’s degree.

• CFA, CPWA, RICP or CEPA designation.

Compensation and Work Arrangement

The position offers $240,000–$280,000 base compensation, depending on experience, plus incentives, with total compensation up to $350,000.

Exceptional candidates outside Omaha are encouraged to apply. Remote arrangements may be considered with travel to Omaha, subject to approval. Travel expectations will be discussed during the hiring process.

Chicago is a recruiting market for this Nebraska-based role. Nebraska-based candidates remain preferred, with relocation assistance available.

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]