Senior Multi-Family Office Advisor — UHNW Wealth & Concierge

MOHR Talent

Omaha (NE)

On-site

USD 250,000 - 300,000

Full time

48 hours ago

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Job summary

MOHR Talent is seeking an experienced Multi-Family Office Advisor to lead high-net-worth client relationships in Omaha, Nebraska. This senior role combines wealth management, comprehensive financial planning, and family-office services with a focus on discretionary, concierge-level client care.

The ideal candidate will have deep expertise in estate planning, tax-efficient wealth strategies, and multigenerational planning, coordinating with trusted advisors to deliver tailored financial solutions

Qualifications

CFP certification required.
Minimum of 5 years of experience in wealth management or private client services.
Experience serving high-net-worth and ultra-high-net-worth families.
Strong planning knowledge: investments, retirement, estate planning, taxes, risk management.
Ability to navigate family dynamics and coordinate with multiple stakeholders.

Responsibilities

Serve as the primary relationship manager for HNW/UHNW clients.
Lead client reviews, strategic planning discussions, and advisory meetings.
Deliver concierge-level, personalized service and anticipate client needs.
Coordinate with attorneys, CPAs, and investment professionals.
Develop sophisticated financial plans incorporating estate planning and tax considerations.
Collaborate with investment teams on portfolio strategies and asset allocations.
Maintain discretion and confidentiality in all client matters.