Wealth Advisor

Focus Partners Wealth; Omaha (NE); Vor Ort; USD 125.000 - 145.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Zusammenfassung

Focus Partners Wealth seeks a Wealth Advisor to lead client planning across retirement, taxes, estate planning and investments. You will partner with Advisory Leadership to grow the practice, manage complex client relationships, and deliver high-quality financial planning and investment strategies.

The role requires partnering with a leadership team, developing best practices, and expanding Centers of Influence while maintaining a client-first approach and a strong service ethic.

Qualifikationen

• Bachelor's degree required; CFP or equivalent credentials preferred.
• Proven business development experience in wealth management.
• Mastery of investment strategies, risk management, tax planning, and estate planning.

Aufgaben

• Lead advisory team to execute business plan and growth.
• Serve as primary advisor on a substantial client relationships.
• Develop holistic financial plans and investment strategies for clients.
• Manage client relationships and ensure high level of service.

Kenntnisse

Business development

Investment planning

Risk management

Estate planning

Tax planning

Financial analysis

Client communication

Team leadership

Ausbildung

Bachelor's degree

CFP or equivalent (ChFC or CPA + PFS)

Jobbeschreibung

## Wealth AdvisorApplyremote type: Fully Onsitelocations: Omaha, Nebraskatime type: Full timeposted on: Posted Todayjob requisition id: JR100072**Job Description Summary:**Focus Partners is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client’s financial life including goals-based planning, taxation, estate planning, and retirement.**Job Description:****Primary Responsibilities*** Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team’s business plan.* Have both a tactical (short term) and strategic (long term) approach to team development and growth* Establishes the optimal client experience and collaborates with team members to ensure the highest level of service* Provides feedback and opportunities for development of Associate Wealth Advisors* Takes ownership and accountability for client issues that arise* Leads by example and actively participates in firm initiatives and carries forth the core values of the firm* Serve as Primary advisor on 50%+ of client relationships* Proficient in all areas of planning and implementing financial plans for clients* Develops a mastery of Focus Partner Wealth’s (FPW) investment philosophy* Active utilization of FPW’s client experience framework* Conducts Client Discovery and Wealth Planning Conversations* Identify advanced planning opportunities and develop internal best practices* Create, edit, and present financial plans through planning software* Create a holistic investment strategy for each client, monitor risk tolerance over time as needed* Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.* Assist with client billing reviews to ensure fees are collected in a timely manner* Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.* The ability to meet with clients in person. Some travel may be required* Consistently meets and exceeds revenue and growth goals* Develops multiple Centers of Influences which are active client referral sources* Ability to develop new business independently and in a team environment* Manage individual and team prospect pipeline, including the onboarding of new clients**Qualifications*** Bachelor's Degree* 7+ years of advisory experience in the wealth management industry* CFP or equivalent (ChFC or CPA + PFS) required* Proven Business Development Skillset* Mastery of investment strategies, risk management, tax planning, and estate planning* Proven experience in financial analysis, modeling, and strategic planning* Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients* Team-oriented approach* Knowledge of financial services industry, financial products, and financial planning concepts* Clean U4This position is an exempt position. The annualized base pay range for this role is expected to be between $125,000–$145,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.