Wealth Management Advisor

Mohr Talent; Bennington (NE); On-site; USD 145,000 - 165,000; Full time

Job summary

MOHR Talent is seeking a Wealth Management Advisor in the Bennington/Omaha area. A CFP and 5+ years of client advisory experience are required to lead comprehensive financial plans and build lasting client relationships.

You will develop integrated investment, retirement, estate, and tax strategies, present recommendations, and drive new advisory business while ensuring fiduciary compliance and high client satisfaction.

Qualifications

• CFP certification required.
• 5+ years of relevant financial services experience, including direct client advisory work.
• A proven record of winning clients and growing a book of business.
• Strong analytical skills and the ability to develop comprehensive, actionable financial plans.
• A bachelor’s degree in finance, accounting, business or a related field.
• Excellent listening and communication skills, high emotional intelligence and sound relationship judgment.
• A proactive, organized and collaborative approach, with the ability to work independently and respond constructively to feedback.

Responsibilities

• Serve as a lead advisor, helping clients define goals and make informed financial decisions.
• Create integrated plans addressing investments, retirement, estate planning and tax considerations.
• Present recommendations clearly, coordinate implementation and conduct ongoing progress reviews.
• Develop a pipeline of prospective clients through networking, referrals and relationship-building.
• Strengthen retention and expand existing relationships by anticipating changing client needs.
• Partner with planning, investment and service teams while keeping CRM documentation current and following fiduciary and regulatory requirements.

Skills

Listening

Communication

Emotional intelligence

Relationship management

Education

CFP certification

Bachelor’s degree in finance, accounting, business or related field

Tools

CRM

Job description

Job Description

Bennington, NE| Full-Time | In-Office Preferred
$145,000–$165,000 Base + New Business Incentives

The Opportunity

A growing wealth management firm is seeking a Wealth Management Advisor who can turn thoughtful financial advice into lasting client relationships. The firm needs a CFP with strong planning skills, the confidence to lead client conversations and a demonstrated ability to develop new business.

This role offers responsibility for both client outcomes and relationship growth. You’ll help clients evaluate their options, put recommendations into action and adjust their plans over time, while building connections that generate referrals and new advisory relationships.

What You’ll Do

Serve as a lead advisor, helping clients define goals and make informed financial decisions.

Create integrated plans addressing investments, retirement, estate planning and tax considerations.

Present recommendations clearly, coordinate implementation and conduct ongoing progress reviews.

Develop a pipeline of prospective clients through networking, referrals and relationship-building.

Strengthen retention and expand existing relationships by anticipating changing client needs.

Partner with planning, investment and service teams while keeping CRM documentation current and following fiduciary and regulatory requirements.

What You’ll Bring

CFP certification required.

5+ years of relevant financial services experience, including direct client advisory work.

A proven record of winning clients and growing a book of business.

Strong analytical skills and the ability to develop comprehensive, actionable financial plans.

A bachelor’s degree in finance, accounting, business or a related field.

Excellent listening and communication skills, high emotional intelligence and sound relationship judgment.

A proactive, organized and collaborative approach, with the ability to work independently and respond constructively to feedback.

Why Consider This Role

Combine advice with business development: Build relationships and remain involved in their long-term success.

Make your contributions visible: Influence client retention, relationship expansion and new business growth.

Deliver coordinated recommendations: Work with internal professionals across financial planning, investments and client service.

Compensation and Location

New business incentives bring total compensation to approximately $200,000, depending on performance.

The position is based in Omaha, with in-office candidates preferred.

Exceptional candidates may be considered for remote work, subject to approval.

Wealth Management Advisor

Bennington, NE| Full-Time | In-Office Preferred
$145,000–$165,000 Base + New Business Incentives

The Opportunity

A growing wealth management firm is seeking a Wealth Management Advisor who can turn thoughtful financial advice into lasting client relationships. The firm needs a CFP with strong planning skills, the confidence to lead client conversations and a demonstrated ability to develop new business.

This role offers responsibility for both client outcomes and relationship growth. You’ll help clients evaluate their options, put recommendations into action and adjust their plans over time, while building connections that generate referrals and new advisory relationships.

What You’ll Do

• Serve as a lead advisor, helping clients define goals and make informed financial decisions.

• Create integrated plans addressing investments, retirement, estate planning and tax considerations.

• Present recommendations clearly, coordinate implementation and conduct ongoing progress reviews.

• Develop a pipeline of prospective clients through networking, referrals and relationship-building.

• Strengthen retention and expand existing relationships by anticipating changing client needs.

• Partner with planning, investment and service teams while keeping CRM documentation current and following fiduciary and regulatory requirements.

What You’ll Bring

• CFP certification required.

• 5+ years of relevant financial services experience, including direct client advisory work.

• A proven record of winning clients and growing a book of business.

• Strong analytical skills and the ability to develop comprehensive, actionable financial plans.

• A bachelor’s degree in finance, accounting, business or a related field.

• Excellent listening and communication skills, high emotional intelligence and sound relationship judgment.

• A proactive, organized and collaborative approach, with the ability to work independently and respond constructively to feedback.

Why Consider This Role

• Combine advice with business development: Build relationships and remain involved in their long-term success.

• Make your contributions visible: Influence client retention, relationship expansion and new business growth.

• Deliver coordinated recommendations: Work with internal professionals across financial planning, investments and client service.

Compensation and Location

• New business incentives bring total compensation to approximately $200,000, depending on performance.

• The position is based in Omaha, with in-office candidates preferred.

• Exceptional candidates may be considered for remote work, subject to approval.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

Job Summary

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.