Senior Wealth Advisor (CFP)

MOHR Talent; Omaha (NE); Hybrid; USD 145,000 - 155,000; Full time

Job summary

MOHR Talent is seeking an experienced Lead Private Wealth Advisor to manage client relationships, deliver sophisticated financial planning, and help grow the firm's business in an in-office preferred role with remote consideration for top candidates.

The ideal candidate has CFP certification (preferred), 5+ years of experience in wealth advisory, and a proven track record in business development and client acquisition among affluent clients. This is a growth-focused, advisory leadership position.

Qualifications

• 5+ years of experience as a Financial Advisor or Private Wealth Advisor.
• CFP certification highly preferred.
• Strong ability to grow a book of business with affluent clients.
• Bachelor's degree in Finance, Accounting, or related field.

Responsibilities

• Lead client meetings and manage long-term wealth management relationships.
• Develop comprehensive financial plans covering investments, retirement, tax strategies, estate planning, and wealth preservation.
• Provide sophisticated financial analysis and personalized planning recommendations.
• Identify and pursue new business opportunities to grow the firm's client base.
• Build relationships with prospective clients and expand existing accounts.
• Help grow assets under management through client acquisition and retention.
• Partner with investment, planning, and internal teams to deliver comprehensive advice.
• Maintain accurate client records and uphold fiduciary standards.

Skills

CFP certification

Client relationship management

Financial planning

Investment analysis

Education

Bachelor's degree in Finance/Accounting/Business

Tools

CRM systems

Financial planning software

Job description

Omaha, NE | $145K-$155K Base | $200K Target Total Compensation Approximately $200,000

In-Office Preferred | Remote Considered for Top Candidates CFP Certification

We're partnering with a growing private wealth management firm that is hiring an experienced Lead Private Wealth Advisor to manage client relationships, deliver sophisticated financial planning, and help grow the firm's business.

This opportunity is ideal for a CFP professional who combines strong financial planning expertise with proven business development ability. The right person enjoys working directly with affluent clients, building long-term relationships, and bringing in new business.

This is not a financial planning-only role. They need someone who can confidently advise clients, develop comprehensive strategies, and contribute directly to the firm's growth.

What You'll Be Doing

• Lead client meetings and manage long-term wealth management relationships
• Develop comprehensive financial plans covering investments, retirement, tax strategies, estate planning, and wealth preservation
• Provide sophisticated financial analysis and personalized planning recommendations
• Identify and pursue new business opportunities to grow the firm's client base
• Build relationships with prospective clients and expand existing accounts
• Help grow assets under management through client acquisition and retention
• Partner with investment, planning, and internal teams to deliver comprehensive advice
• Maintain accurate client records and uphold fiduciary standards

What They're Looking For

• CFP certification highly preferred
• 5+ years of experience as a Financial Advisor, Wealth Advisor, or Private Wealth Advisor
• Proven success in business development, generating new clients, and growing a book of business
• Strong expertise in comprehensive financial planning and investment analysis
• Experience advising affluent or high-net-worth clients
• Excellent communication, presentation, and relationship-building skills
• High emotional intelligence and ability to connect with clients
• Independent, proactive, organized, and comfortable taking ownership
• Bachelor's degree in Finance, Accounting, Business, or a related field
• Strong commitment to fiduciary standards and client service

Why You'll Love It

• New business incentives with target total compensation around $200,000
• Opportunity to lead client relationships and directly influence firm growth
• Combine sophisticated financial planning with relationship management and business development
• High-visibility advisory role with meaningful client ownership
• Omaha office preferred, with remote flexibility considered for exceptional candidatesLong-term professional growth opportunity