What are the responsibilities and job description for the Wealth Advisor position at Confidential?
A growing Omaha-based family office firm is seeking a Wealth Advisor to lead and cultivate relationships with high net worth and ultra-high net worth individuals and families. This is an opportunity for an advisor who enjoys understanding what matters most to clients, bringing the right specialists together, and building relationships that last across generations.
What you’ll do
- Serve as a primary advisor and trusted point of contact for individuals, families, and their key decision-makers.
- Lead relationship strategy, anticipating needs and coordinating investment, trust, estate, tax, and philanthropic planning with internal specialists and external advisors.
- Develop new relationships through referrals, professional networks, and connections in the local community.
- Guide prospective clients through discovery and onboarding, building confidence in the firm’s approach.
- Strengthen existing relationships by identifying opportunities to provide more thoughtful, coordinated support.
What you bring
- Significant experience advising high net worth or ultra-high net worth clients in wealth management, private banking, trust, or a family office setting.
- A track record of earning trust, leading complex client relationships, and developing new business.
- Strong knowledge of investments and the planning considerations that affect affluent families.
- Sound judgment, discretion, and a collaborative approach to serving clients.
- CFA, CFP®, JD or CAP or another relevant credential is preferred.
This search is being conducted confidentially. Additional details about the firm and opportunity will be shared with candidates as the process moves forward.
Pay: $175,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Financial planning services
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Matching gift program
- Paid time off
- Parental leave
- Professional development assistance
- Tuition reimbursement
- Vision insurance
Work Location: In person
Salary : $175,000 - $250,000