UHNW Private Wealth Advisor – Family Office Lead

First National Bank of Omaha; Boulder (CO); On-site; USD 115,000 - 175,000; Full time

Benefits offered by this job

Medical Insurance

401k with matching

Tuition Assistance

Short/Long-Term Disability

Job summary

First National Bank of Omaha is seeking a Private Wealth Advisor to serve ultra-affluent clients with complex needs. You will lead a team of specialists to deliver investment management, fiduciary advice, and comprehensive financial planning, aiming to grow and preserve multi-generational wealth.

The role emphasizes relationship management, business development, and tailored education for high-net-worth families and business owners.

Qualifications

• Bachelor's degree required; MBA helpful.
• Significant depth in Wealth Management with experience in Investment Management, Trust, Estate Planning or Business Succession Planning.
• 10+ years of experience in Wealth Management or related field.
• Successful business development and strong relationship management.
• Ability to provide investment advice to highly complex client relationships.

Responsibilities

• Drive new client acquisition through targeted prospecting, referrals and partnerships.
• Grow UHNW client base and expand share of wallet with existing relationships.
• Lead and collaborate with team of experts to deliver holistic wealth management solutions.
• Provide fiduciary guidance and comprehensive financial planning to clients.

Skills

Investment guidance

Relationship management

Client advisory

Team collaboration

Sales & business development

Education

Bachelor's degree

MBA

Tools

CRPC

CFP

CPA

CFA

CWS

CTFA

CFM

JD

Job description

First National Bank of Omaha is seeking a Private Wealth Advisor to serve ultra-affluent clients with complex needs. You will lead a team of specialists to deliver investment management, fiduciary advice, and comprehensive financial planning, aiming to grow and preserve multi-generational wealth.

The role emphasizes relationship management, business development, and tailored education for high-net-worth families and business owners.