Senior Wealth Advisor: Lead Holistic Planning & Growth

LE0123 Focus Partners Wealth LLC; Omaha (NE); On-site; USD 125,000 - 145,000; Full time

Job summary

Focus Partners Wealth LLC is seeking a Wealth Advisor to lead a holistic financial planning practice and coordinate a high-performing team. You will listen to clients, develop comprehensive plans, and drive growth while maintaining exceptional client service.

The role requires a Bachelor's degree, 7+ years of advisory experience, and CFP or equivalent certification. Expect collaboration with leadership, frequent client meetings, and travel as needed.

Qualifications

• Bachelor's Degree required.
• 7+ years advisory experience in wealth management.
• CFP or equivalent (ChFC or CPA + PFS) required.
• Proven business development skills.
• Mastery of investment strategies, risk management, tax and estate planning.
• Experience in financial analysis, modeling, and strategic planning.
• Strong interpersonal communication; team oriented.
• Knowledge of financial services, products and planning concepts.
• Clean U4 record.

Responsibilities

• Partner with Advisory Leadership to set and execute the advisory business plan.
• Develop and execute short-term and long-term team growth strategies.
• Create optimal client experience and coordinate service delivery.
• Provide feedback and development opportunities to Associates.
• Lead by example and participate in firm initiatives and core values.
• Serve as primary advisor on 50%+ client relationships.
• Proficient in planning and implementing financial plans.
• Master FPW investment philosophy and client experience framework.
• Conduct client discovery and wealth planning conversations.
• Identify advanced planning opportunities and internal best practices.
• Create and present financial plans using planning software.
• Develop holistic investment strategies and monitor risk; collaborate with PM team.
• Assist with billing reviews and ensure timely fee collection.
• Document client interactions and manage follow-ups in CRM.
• Meet with clients in person; some travel may be required.
• Aim to exceed revenue and growth goals.
• Develop centers of influence for referrals; build new business independently.

Skills

Advisory experience

Financial planning

Investment strategy

Tax planning

Estate planning

Financial analysis

Team leadership

Interpersonal communication

CRM usage

Education

Bachelor's Degree

CFP or equivalent (ChFC or CPA + PFS)

Clean U4

Tools

Planning software

CRM software

Job description

Focus Partners Wealth LLC is seeking a Wealth Advisor to lead a holistic financial planning practice and coordinate a high-performing team. You will listen to clients, develop comprehensive plans, and drive growth while maintaining exceptional client service.

The role requires a Bachelor's degree, 7+ years of advisory experience, and CFP or equivalent certification. Expect collaboration with leadership, frequent client meetings, and travel as needed.