Senior Wealth Advisor & Holistic Planning Leader

Focus Partners Wealth; Omaha (NE); Hybrid; USD 125,000 - 145,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth seeks a Wealth Advisor to lead client planning across retirement, taxes, estate planning and investments. You will partner with Advisory Leadership to grow the practice, manage complex client relationships, and deliver high-quality financial planning and investment strategies.

The role requires partnering with a leadership team, developing best practices, and expanding Centers of Influence while maintaining a client-first approach and a strong service ethic.

Qualifications

• Bachelor's degree required; CFP or equivalent credentials preferred.
• Proven business development experience in wealth management.
• Mastery of investment strategies, risk management, tax planning, and estate planning.

Responsibilities

• Lead advisory team to execute business plan and growth.
• Serve as primary advisor on a substantial client relationships.
• Develop holistic financial plans and investment strategies for clients.
• Manage client relationships and ensure high level of service.

Skills

Business development

Investment planning

Risk management

Estate planning

Tax planning

Financial analysis

Client communication

Team leadership

Education

Bachelor's degree

CFP or equivalent (ChFC or CPA + PFS)

Job description

Focus Partners Wealth seeks a Wealth Advisor to lead client planning across retirement, taxes, estate planning and investments. You will partner with Advisory Leadership to grow the practice, manage complex client relationships, and deliver high-quality financial planning and investment strategies.

The role requires partnering with a leadership team, developing best practices, and expanding Centers of Influence while maintaining a client-first approach and a strong service ethic.