Senior Wealth Advisor - Private Family Office (HNW/UHNW)

MOHR Talent; Omaha (NE); Remote; USD 250,000 - 300,000; Full time

Benefits offered by this job

Relocation assistance

Remote arrangements considered for top

Job summary

MOHR Talent in Omaha, NE is seeking a Senior Wealth Advisor for a multi-family office setup to manage relationships with HNW and UHNW clients and families. The role focuses on complex wealth planning, estate and tax strategies, trusts, business succession, and family dynamics.

Ideal candidates have CFP certification, 5+ years in wealth management, and the ability to lead meetings and deliver personalized family office-level advice.

Qualifications

• CFP certification highly preferred.
• 5+ years of experience in wealth management, private wealth advisory, or family office services.
• Experience with high-net-worth and ultra-high-net-worth clients.
• Advanced knowledge of estate planning, tax strategies, trusts, investments, and wealth transfer.

Responsibilities

• 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 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 and generate referrals.

Skills

Relationship management

Financial planning

Estate planning

Tax planning

Wealth transfer

Education

CFP certification

CFA/CPWA/RICP/CEPA/MBA credentials

Job description

MOHR Talent in Omaha, NE is seeking a Senior Wealth Advisor for a multi-family office setup to manage relationships with HNW and UHNW clients and families. The role focuses on complex wealth planning, estate and tax strategies, trusts, business succession, and family dynamics.

Ideal candidates have CFP certification, 5+ years in wealth management, and the ability to lead meetings and deliver personalized family office-level advice.