Senior Wealth Advisor for HNW/UHNW Families (Relocation)

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

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