Senior Wealth Advisor for HNW Clients
Lutz
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Vantaggi offerti da questo lavoro
Descrizione del lavoro
Lutz Financial, in Omaha, NE, is seeking an experienced Investment Advisor to lead comprehensive financial planning for high-net-worth clients. You will craft goals-based plans covering retirement, investments, taxes, and estate considerations, meeting clients in person, virtually, or by phone while coordinating with CPA and investment partners.
Join a team that values integrity, humanity, and brainpower, offering a collaborative environment, professional development, and a strong commitment to
Competenze
- Minimum 5+ years in financial planning or wealth management.
- Bachelor’s degree in finance, accounting, or business required.
- CFP designation preferred.
- Strong planning skills across investments, retirement, tax, estate and risk.
- Excellent communication; proven ability to manage client relationships.
Mansioni
- Serve as lead advisor and planner for high-net-worth clients.
- Develop and maintain customized financial plans addressing retirement, investments, taxes, and estate needs.
- Conduct client meetings in person, virtual, or phone.
- Coordinate with investment teams and CPA partners to deliver integrated planning.
- Grow relationships to generate referrals and new business opportunities.
- Provide fiduciary client service and support operations as needed.
Conoscenze
Formazione
Strumenti
Descrizione del lavoro
Lutz Financial, in Omaha, NE, is seeking an experienced Investment Advisor to lead comprehensive financial planning for high-net-worth clients. You will craft goals-based plans covering retirement, investments, taxes, and estate considerations, meeting clients in person, virtually, or by phone while coordinating with CPA and investment partners.
Join a team that values integrity, humanity, and brainpower, offering a collaborative environment, professional development, and a strong commitment to
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