Senior Financial Advisor: Grow Your Client Book

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

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.