Senior Wealth Advisor & Client Planning Leader

Focus Financial Partners; Omaha (NE); On-site; USD 125,000 - 145,000; Full time

Job summary

Focus Partners is seeking a Wealth Advisor who will lead a team and deliver holistic planning for clients across goals-based planning, taxation, estate planning, and retirement. They will listen to client needs and act with urgency while upholding the firm’s values, driving excellence in financial planning knowledge and team development.

The role requires 7+ years of advisory experience, a CFP or equivalent, and a strong track record in investment strategy, tax planning, and relationship

Qualifications

• Bachelor's Degree is required.
• 7+ years of advisory experience in wealth management.
• CFP® or equivalent (ChFC or CPA + PFS) required.
• Proven business development skillset.
• Mastery of investment strategies, risk management, tax planning, and estate planning.
• Proven experience in financial analysis, modeling, and strategic planning.
• Strong interpersonal communication skills with clients.
• Team-oriented approach.
• Knowledge of financial services industry and products.
• Clean U4 check.

Responsibilities

• Actively partner with Advisory Leadership to set and evolve the team’s business plan.
• Develop both tactical and strategic approaches to team growth.
• Ensure optimal client experience and highest level of service.
• Provide feedback and development opportunities for Associates.
• Own and resolve client issues with accountability.
• Lead by example and participate in firm initiatives.
• Serve as Primary advisor on 50%+ client relationships.
• Create holistic financial plans and investment strategies.
• Coordinate with Portfolio Management on portfolios and tax strategies.
• Manage client billing reviews and CRM documentation.
• Meet clients in person; some travel may be required.

Skills

Interpersonal communication

Team leadership

Business development

Client relations

Education

Bachelor's Degree

CFP or equivalent (ChFC or CPA + PFS)

Tools

CRM software

Planning software

Job description

Focus Partners is seeking a Wealth Advisor who will lead a team and deliver holistic planning for clients across goals-based planning, taxation, estate planning, and retirement. They will listen to client needs and act with urgency while upholding the firm’s values, driving excellence in financial planning knowledge and team development.

The role requires 7+ years of advisory experience, a CFP or equivalent, and a strong track record in investment strategy, tax planning, and relationship