Senior Wealth Advisor for UHNW Families (Remote)

MOHR Talent; Omaha (NE); Hybride; USD 250 000 - 300 000; Plein temps

Avantages offerts par ce poste

Relocation assistance available

Remote work considered for exceptional

Omaha preferred

Résumé du poste

MOHR Talent seeks a Senior Wealth Advisor for its private wealth management and multi-family office practice in Omaha, NE. The role focuses on high-net-worth client relationships, sophisticated wealth planning, and family governance in a highly personalized setting.

Ideal candidates bring CFP certification, a strong track record with HNW/UHNW clients, and deep knowledge of estate and tax planning. Remote consideration is possible for exceptional performers.

Qualifications

• CFP certification highly preferred.
• 5+ years of experience in wealth management, private wealth advisory, or family office services.
• Experience working directly with HNW and UHNW clients.
• Strong knowledge of estate planning, tax strategies, trusts, investments, and wealth transfer.
• Exceptional communication skills, emotional intelligence, empathy, and discretion.
• Prior family office or multi-family office experience strongly preferred.

Responsabilités

• Manage and grow relationships with HNW and UHNW individuals, families, and business owners.
• Lead client meetings, comprehensive financial planning discussions, and ongoing advisory relationships.
• Develop strategies across investments, estate planning, tax planning, retirement, and multigenerational wealth transfer.
• Advise clients on complex situations involving trusts, business succession, liquidity events, philanthropy, and family governance.
• Coordinate with CPAs, estate attorneys, investment professionals, and other advisors.
• Build trusted relationships by understanding family dynamics, financial goals, and long-term priorities.
• Provide proactive, highly personalized service to sophisticated clients.
• Identify opportunities to expand existing relationships, generate referrals, and support business growth.
• Collaborate with internal teams to implement comprehensive wealth strategies.

Connaissances

CFP certification

HNW & UHNW experience

Relationship management

Advanced wealth planning

Estate & tax planning

Description du poste

MOHR Talent seeks a Senior Wealth Advisor for its private wealth management and multi-family office practice in Omaha, NE. The role focuses on high-net-worth client relationships, sophisticated wealth planning, and family governance in a highly personalized setting.

Ideal candidates bring CFP certification, a strong track record with HNW/UHNW clients, and deep knowledge of estate and tax planning. Remote consideration is possible for exceptional performers.