White-Glove Multi-Family Office Wealth Advisor

Stevens Capital Partners; Omaha (NE); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Retirement plan

Paid time off

Job summary

Stevens Capital Partners is seeking a Relationship Manager to serve high-net-worth families in a comprehensive, white-glove wealth management role in Omaha. You will lead client relationships, craft personalized financial plans, and coordinate with investment teams to align strategies with goals.

The position emphasizes discretion, proactive service, and collaboration with a multi-disciplinary team to deliver estate, tax, and retirement planning, while expanding the firm’s family office

Qualifications

• Minimum of 5+ years of experience in financial advisory, wealth management, or private client services.
• Experience working with high-net-worth or UHNW clients.
• Strong knowledge of investment management, financial planning, estate planning, and tax considerations.
• Proven ability to manage complex client relationships with professionalism and discretion.

Responsibilities

• Serve as lead advisor and relationship manager for a select group of HNW/UHNW clients.
• Develop deep understanding of client goals, family dynamics, and legacy objectives.
• Deliver concierge-level service, anticipate needs and respond promptly.
• Coordinate regular client meetings, reviews, and strategic planning sessions.
• Design and implement comprehensive financial plans including investment, retirement, estate, tax, and risk planning.
• Collaborate with investment teams to align portfolios with client objectives and risk tolerance.
• Monitor portfolios and adjust recommendations based on market conditions and life events.
• Coordinate with attorneys, CPAs, and insurance specialists for integrated advice and execution.

Skills

Relationship management

Financial planning knowledge

Discretion

Client service

Communication

Education

MBA or MS in Finance

CFA / CPWA / RICP or CEPA (preferred)

Job description

Stevens Capital Partners is seeking a Relationship Manager to serve high-net-worth families in a comprehensive, white-glove wealth management role in Omaha. You will lead client relationships, craft personalized financial plans, and coordinate with investment teams to align strategies with goals.

The position emphasizes discretion, proactive service, and collaboration with a multi-disciplinary team to deliver estate, tax, and retirement planning, while expanding the firm’s family office