Senior Multi-Family Office Advisor | Hybrid & High-Impact Wealth

MOHR Talent; Omaha (NE); Presencial; USD 250.000 - 300.000; Jornada completa

Descripción de la vacante

MOHR Talent is seeking a seasoned Multi-Family Office Advisor to lead high-net-worth client relationships in a rapidly growing wealth-management environment in Omaha, Nebraska. The role combines sophisticated financial planning, estate and tax strategies, and concierge-level service for UHNW families, coordinating with internal teams and external advisors.

The ideal candidate will hold CFP certification, have 5+ years in wealth management, and demonstrate the ability to navigate complex family

Formación

• CFP certification is required.
• Minimum of 5 years of experience in wealth management, financial advisory services, or private client services.
• Experience managing relationships with high-net-worth and ultra-high-net-worth individuals and families.
• Strong understanding of complex financial planning involving investments, retirement, estate planning, tax considerations, and risk management.
• Ability to navigate family dynamics and communicate effectively with multiple stakeholders.
• Exceptional interpersonal skills, emotional intelligence, empathy, and professional discretion.
• Strong presentation and communication skills with the ability to simplify complex financial concepts.
• Highly organized, proactive, resourceful, and detail-oriented.
• Ability to independently manage sophisticated client relationships while collaborating effectively with internal and external advisors.

Responsabilidades

• Serve as the primary relationship manager for a select portfolio of HNW and UHNW individuals and families.
• Develop and maintain long-term relationships built on trust, discretion, and exceptional service.
• Understand complex family dynamics, financial objectives, and multigenerational wealth goals.
• Lead client reviews, strategic planning discussions, and ongoing advisory meetings.
• Deliver highly personalized, proactive, concierge-level service tailored to sophisticated clients.
• Anticipate client needs and identify opportunities to enhance financial strategies and overall client experience.
• Navigate sensitive family situations with professionalism, empathy, and strong emotional intelligence.
• Coordinate with internal investment, planning, client service, and operations teams to execute client strategies.
• Maintain discretion and confidentiality when handling sensitive financial and family matters.

Conocimientos

CFP certification

5+ years wealth management

HNW/UHNW relationship management

Communication & presentation

Descripción del empleo

MOHR Talent is seeking a seasoned Multi-Family Office Advisor to lead high-net-worth client relationships in a rapidly growing wealth-management environment in Omaha, Nebraska. The role combines sophisticated financial planning, estate and tax strategies, and concierge-level service for UHNW families, coordinating with internal teams and external advisors.

The ideal candidate will hold CFP certification, have 5+ years in wealth management, and demonstrate the ability to navigate complex family