Senior Financial Advisor

MOHR Talent; Omaha (NE); Vor Ort; USD 140.000 - 160.000; Vollzeit

Zusammenfassung

MOHR Talent in the Omaha metro area is seeking a Senior Financial Advisor to lead client relationships, provide comprehensive financial planning and contribute to business growth.

You will take ownership of client conversations, working with planning, investment and service professionals, with incentives tied to new business you generate.

Role is in-office preferred, base salary $140,000–$160,000 with new business incentives; total compensation around $200,000 depending on performance.

Qualifikationen

• CFP certification required.
• 5+ years of financial services advisory experience.
• Strong comprehensive financial planning skills.
• Proven success acquiring clients and growing a book of business.
• Excellent communication and relationship-building abilities.

Aufgaben

• Lead client meetings and build advisory relationships.
• Develop plans covering investments, retirement, estate planning and tax considerations.
• Implement recommendations and monitor results.
• Attract new clients through networking and referrals.
• Identify needs within relationships and coordinate appropriate recommendations.
• Collaborate with internal teams and maintain CRM records.

Kenntnisse

CFP experience

Client acquisition

Financial planning

Communication

Relationship management

Ausbildung

CFP certification

Bachelor's degree in finance/accounting/business

Jobbeschreibung

Senior Financial Advisor

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

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.

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]