Remote Lead Private Wealth Advisor - CFP & Growth

MOHR Talent; Omaha (NE); Remote; USD 180,000 - 220,000; Full time

Benefits offered by this job

Remote work flexibility

Job summary

MOHR Talent is seeking a Lead Private Wealth Advisor to manage high-value client relationships and deliver comprehensive financial planning solutions. The role combines relationship management, planning, and business development to grow the practice.

The ideal candidate is a CFP with a proven track record of growing a book of business and delivering tailored wealth management strategies, while leading client conversations independently and maintaining fiduciary standards.

Qualifications

• CFP certification or equivalent required.
• Proven track record of growing a book of business.
• Expertise in comprehensive financial planning.
• Strong fiduciary and client service orientation.
• Excellent interpersonal and communication skills.

Responsibilities

• Lead client meetings and portfolio reviews.
• Develop and present comprehensive financial plans.
• Identify and pursue new client opportunities.
• Maintain CRM notes and client activity.
• Collaborate with planners and investment professionals.
• Ensure regulatory compliance and fiduciary duties.

Skills

Financial planning

Client relationships

Business development

Communication

CRM experience

Education

Certified Financial Planner (CFP)

Tools

CRM systems

Job description

MOHR Talent is seeking a Lead Private Wealth Advisor to manage high-value client relationships and deliver comprehensive financial planning solutions. The role combines relationship management, planning, and business development to grow the practice.

The ideal candidate is a CFP with a proven track record of growing a book of business and delivering tailored wealth management strategies, while leading client conversations independently and maintaining fiduciary standards.