Senior Wealth Advisor

MOHR Talent; New York (NY); Remote; USD 220,000 - 280,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

MOHR Talent is seeking a Senior Wealth Advisor to lead sophisticated family relationships and deliver comprehensive, multigenerational advice. The role targets high-net-worth and ultra-high-net-worth clients, including business owners and families with complex financial situations.

Ideal candidates hold a CFP designation with family office experience and demonstrate exceptional judgment, discretion, and client service.

Qualifications

• 6+ years in wealth management, financial advisory or private client services.
• Direct ownership of UHNW client relationships (business owners and complex families).
• Demonstrated comprehensive-planning expertise and multigenerational wealth experience.
• Excellent communication, emotional intelligence, discretion and proactive client service.

Responsibilities

• Serve as the primary advisor for a select portfolio of HNW and UHNW families.
• Lead planning across investments, retirement, estate and tax considerations, and risk management.
• Help clients navigate business liquidity events, concentrated positions, trusts and philanthropic goals.
• Coordinate investment teams, attorneys, CPAs and other professionals around integrated recommendations.
• Guide sensitive family conversations and support multigenerational wealth transfer.
• Strengthen relationships, generate referrals and maintain accurate planning and compliance records.

Skills

Relationship management

HNW client experience

Multigenerational planning

Communication

Discretion

Team coordination

Education

CFP designation

MBA or related advanced degree

Job description

Remote — Travel to NE | Full-Time
$220,000–$280,000 Base + Incentives | Total Comp. $300K+

Senior Wealth Advisor

Remote — Travel to NE | Full-Time
$220,000–$280,000 Base + Incentives | Total Comp. $300K+

The Opportunity

A growing wealth management firm is seeking an experienced Senior Wealth Advisor to lead sophisticated family relationships and deliver comprehensive, multigenerational advice.

This role offers meaningful responsibility for high-net-worth and ultra-high-net-worth clients, including business owners and families managing complex financial situations. It is well suited to a CFP with family office experience who brings both technical depth and exceptional personal judgment.

What You’ll Do

• Serve as the primary advisor for a select portfolio of HNW and UHNW families.

• Lead planning across investments, retirement, estate and tax considerations, and risk management.

• Help clients navigate business liquidity events, concentrated positions, trusts and philanthropic goals.

• Coordinate investment teams, attorneys, CPAs and other professionals around integrated recommendations.

• Guide sensitive family conversations and support multigenerational wealth transfer.

• Strengthen relationships, generate referrals and maintain accurate planning and compliance records.

Required Qualifications

• CFP designation.

• 6+ years in wealth management, financial advisory or private client services.

• Prior family office or multi-family office experience.

• Direct ownership of UHNW client relationships, including business owners and complex family situations.

• Demonstrated comprehensive-planning expertise and multigenerational wealth experience.

• Excellent communication, emotional intelligence, empathy and discretion.

• Proactive client service and strong coordination and follow-through.

Preferred Qualifications

• An established HNW network.

• MBA, master’s in finance or a related advanced degree.

• CFA, CPWA, RICP or CEPA designation.

Exceptional candidates outside Omaha are encouraged to apply. Remote work may be considered with travel to Omaha, subject to approval. Travel expectations will be discussed during the hiring process.

New York is a recruiting market for this Omaha-based opportunity. Omaha-based candidates remain preferred, and relocation assistance is available.

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]