Senior Wealth Advisor

MOHR Talent; Omaha (NE); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

MOHR Talent in Elkhorn, NE is seeking a Senior Wealth Advisor to lead relationships with high-net-worth families. You will coordinate specialist advice, develop comprehensive investment, retirement, estate and tax plans, and help business owners navigate complex wealth decisions.

The role requires CFP designation, 5+ years in wealth management or private client services, and prior family office experience. Base compensation is $250,000–$300,000 per year plus incentives, with relocation

Qualifications

• Must have CFP designation.
• 5+ years in wealth management, financial advisory or private client services.
• Prior family office or multi-family office experience.
• Direct responsibility for HNW and UHNW relationships, including business owners and complex family situations.

Responsibilities

• Own a select portfolio of HNW and UHNW family relationships and lead planning conversations.
• Develop comprehensive plans covering investments, retirement, estate and tax considerations, and risk management.
• Coordinate attorneys, CPAs, investment teams and insurance professionals around client priorities.
• Guide families through business liquidity events, trusts, concentrated wealth, philanthropy and wealth transfer.
• Deepen relationships, generate referrals and deliver proactive, personalized service.
• Maintain accurate plans and CRM records and coordinate compliant execution with internal teams.

Skills

HNW relationship management

Multigenerational wealth planning

Communication & empathy

Discretion & confidentiality

Education

MBA (preferred)

Master’s in Finance (preferred)

Tools

CFP designation

CFA / CPWA / CEPA designation

Job description

Elkhorn, NE |$250,000–$300,000 Base + Incentives |
Full-Time | Relocation Assistance Available

Senior Wealth Advisor

Elkhorn, NE |$250,000–$300,000 Base + Incentives |
Full-Time | Relocation Assistance Available

The Opportunity

A growing wealth management firm is seeking a Senior Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth families.

Bring your financial expertise to a role where understanding people matters as much as understanding their portfolios. You’ll help business owners and families navigate complex decisions, coordinate specialist advice and plan for the next generation.

What You’ll Do

• Own a select portfolio of HNW and UHNW family relationships and lead planning conversations.
• Develop comprehensive plans covering investments, retirement, estate and tax considerations, and risk management.
• Coordinate attorneys, CPAs, investment teams and insurance professionals around client priorities.
• Guide families through business liquidity events, trusts, concentrated wealth, philanthropy and wealth transfer.
• Deepen relationships, generate referrals and deliver proactive, personalized service.
• Maintain accurate plans and CRM records and coordinate compliant execution with internal teams.

What You’ll Bring

• CFP designation required.
• 5+ years in wealth management, financial advisory or private client services.
• Prior family office or multi-family office experience.
• Direct responsibility for HNW and UHNW relationships, including business owners and complex family situations.
• Strong comprehensive-planning knowledge and experience with multigenerational wealth strategies.
• Excellent communication, empathy, emotional intelligence and discretion.
• Proactive, organized and collaborative follow-through.

Preferred Qualifications

• An established network within the HNW community.
• MBA, master’s in finance or a related advanced degree.
• CFA, CPWA, RICP or CEPA designation.

Compensation and Location

Base compensation is $250,000–$300,000, depending on experience, plus incentives.

This position is based in Omaha. Local candidates and professionals open to relocating are preferred. 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]