Senior Wealth Advisor & Team Leader

Focus Financial Partners; Omaha (NE); On-site; USD 90,000 - 160,000; Full time

Job summary

Focus Partners is seeking a Wealth Advisor who will serve clients with a holistic planning-first approach, listening to complex needs and delivering personalized strategies. This role offers exposure to a longstanding client base and significant growth potential within Focus Partners.

You will lead and develop the advisory team, coordinate planning across taxes, estate, and retirement, and partner with Portfolio Management to optimize client outcomes while expanding business and maintaining

Qualifications

• 7+ years of advisory experience in wealth management.
• CFP certification or equivalent preferred; willingness to obtain if not held.
• Strong understanding of investments, tax, estate planning, and risk management.

Responsibilities

• Lead and develop the advisory team and business plan.
• Balance tactical and strategic team growth and client experience.
• Serve as primary advisor on a majority of client relationships.
• Develop holistic financial plans using planning software.
• Partner with Portfolio Management on portfolios and tax strategies.
• Drive client discovery, wealth planning conversations, and referrals.

Skills

Wealth management

Client relationships

Team leadership

Strategic planning

Communication

Education

Bachelor's Degree

Job description

Focus Partners is seeking a Wealth Advisor who will serve clients with a holistic planning-first approach, listening to complex needs and delivering personalized strategies. This role offers exposure to a longstanding client base and significant growth potential within Focus Partners.

You will lead and develop the advisory team, coordinate planning across taxes, estate, and retirement, and partner with Portfolio Management to optimize client outcomes while expanding business and maintaining