Senior Financial Advisor

Mohr Talent; Elkhorn Precinct (NE); On-site; USD 140,000 - 160,000; Full time

Job summary

MOHR Talent seeks a Senior Financial Advisor to lead client relationships and deliver comprehensive financial planning in the Omaha area. You will own client conversations from discovery through implementation and work with planning, investment, and service professionals to drive growth.

In this role you’ll attract new clients via networking and referrals, coordinate recommendations, and maintain CRM records while upholding fiduciary and regulatory standards.

Qualifications

• CFP certification required.
• 5+ years of relevant financial services experience, including client-facing advisory responsibilities.
• Demonstrated success acquiring clients and growing a book of business.
• Strong comprehensive financial planning and analytical capabilities.
• A bachelor’s degree in finance, accounting, business or a related field.
• Excellent communication, emotional intelligence and the ability to explain financial concepts clearly.
• An independent, proactive and detail-oriented working style, with a collaborative approach and openness to coaching.

Responsibilities

• Lead client meetings, understand financial priorities and build lasting advisory relationships.
• Develop comprehensive plans covering investments, retirement, estate planning and tax considerations.
• Implement recommendations, monitor results and update strategies as clients’ circumstances change.
• Attract new clients through networking, referrals and consistent relationship development.
• Identify additional needs within existing relationships and coordinate appropriate recommendations.
• Collaborate with internal teams, maintain accurate CRM records and uphold fiduciary and regulatory standards.

Skills

Financial planning

Analytical skills

Client relationship management

Communication skills

Emotional intelligence

Education

Bachelor's degree in finance, accounting, business or related field

Job description

The Opportunity

A growing wealth advisory firm is seeking a Senior Financial Advisor to lead client relationships, deliver comprehensive financial planning and contribute directly to business growth. This opportunity suits a CFP who enjoys helping clients make important decisions and building new relationships through referrals and networking.

You’ll take ownership of client conversations from discovery through implementation, working with planning, investment and service professionals. The role combines ongoing advisory responsibility with incentives tied to the new business you generate.

What You’ll Do

• Lead client meetings, understand financial priorities and build lasting advisory relationships.
• Develop comprehensive plans covering investments, retirement, estate planning and tax considerations.
• Implement recommendations, monitor results and update strategies as clients’ circumstances change.
• Attract new clients through networking, referrals and consistent relationship development.
• Identify additional needs within existing relationships and coordinate appropriate recommendations.
• Collaborate with internal teams, maintain accurate CRM records and uphold fiduciary and regulatory standards.

What You’ll Bring

• CFP certification required.
• 5+ years of relevant financial services experience, including client-facing advisory responsibilities.
• Demonstrated success acquiring clients and growing a book of business.
• Strong comprehensive financial planning and analytical capabilities.
• A bachelor’s degree in finance, accounting, business or a related field.
• Excellent communication, emotional intelligence and the ability to explain financial concepts clearly.
• An independent, proactive and detail-oriented working style, with a collaborative approach and openness to coaching.

Why Consider This Role

• Own the client relationship: Stay involved from initial planning through implementation and ongoing reviews.
• Connect growth with earnings: Receive incentives tied to new business development.
• Work across disciplines: Coordinate with planning and investment professionals to address clients’ broader financial needs.

Compensation and Location

• Total compensation of approximately $200,000, depending on incentive performance.
• Omaha-based, with in-office candidates preferred.
• Remote arrangements may be considered for exceptional candidates, subject to approval.

Omaha Metropolitan Area | Full-Time | In-Office Preferred
$140,000–$160,000 Base + New Business Incentives

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]

Job Summary

Published: 10/27/2026

Type: Direct Hire

Location: Elkhorn, Nebraska

Category: Account Management

Get In Touch

5775 Waterford District Dr, Suite #190,
Miami, FL 33126