Senior Wealth Advisor — Remote & UHNW Family Strategy

MOHR Talent; Nebraska; Remote; USD 250,000 - 300,000; Full time

Benefits offered by this job

Relocation assistance

Omaha preferred

Job summary

MOHR Talent, a private wealth management and multi-family office, is seeking a Senior Wealth Advisor to manage relationships with high-net-worth and ultra-high-net-worth individuals, business owners, and multigenerational families.

This is a high-level advisory role focused on complex wealth planning, estate and tax strategies, trusts, business succession, and family governance. You will deliver family-office-level guidance with deep client service and discretion.

Qualifications

• 5+ years in wealth management, private wealth advisory, or family office services
• Experience working with HNW and UHNW clients
• Strong knowledge of estate planning, tax strategies, trusts, investments, and wealth transfer
• Exceptional communication, emotional intelligence, empathy and discretion

Responsibilities

• Manage and grow relationships with HNW and UHNW individuals, families, and business owners
• Lead client meetings and comprehensive financial planning discussions
• Develop strategies across investments, estate planning, tax planning, retirement, and multigenerational wealth transfer
• Advise 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 and long-term priorities
• Provide proactive, highly personalized service to sophisticated clients
• Identify opportunities to expand relationships and support business growth
• Collaborate with internal teams to implement comprehensive wealth strategies

Skills

CFP certification

Relationship management

Communication skills

Emotional intelligence

Discretion

HNW client experience

Education

CFA credential

CPWA

RICP

CEPA

MBA

Job description

MOHR Talent, a private wealth management and multi-family office, is seeking a Senior Wealth Advisor to manage relationships with high-net-worth and ultra-high-net-worth individuals, business owners, and multigenerational families.

This is a high-level advisory role focused on complex wealth planning, estate and tax strategies, trusts, business succession, and family governance. You will deliver family-office-level guidance with deep client service and discretion.