What are the responsibilities and job description for the Senior Wealth Advisor (CFP) position at MOHR Talent?
Senior Wealth Advisor (CFP)
Omaha, NE | $145K-$155K Base | $200K Target Total Compensation Approximately $200,000
In-Office Preferred | Remote Considered for Top Candidates CFP Certification
We're partnering with a growing private wealth management firm that is hiring an experienced Lead Private Wealth Advisor to manage client relationships, deliver sophisticated financial planning, and help grow the firm's business.
This opportunity is ideal for a CFP professional who combines strong financial planning expertise with proven business development ability. The right person enjoys working directly with affluent clients, building long-term relationships, and bringing in new business.
This is not a financial planning-only role. They need someone who can confidently advise clients, develop comprehensive strategies, and contribute directly to the firm's growth.
What You'll Be Doing
- Lead client meetings and manage long-term wealth management relationships
- Develop comprehensive financial plans covering investments, retirement, tax strategies, estate planning, and wealth preservation
- Provide sophisticated financial analysis and personalized planning recommendations
- Identify and pursue new business opportunities to grow the firm's client base
- Build relationships with prospective clients and expand existing accounts
- Help grow assets under management through client acquisition and retention
- Partner with investment, planning, and internal teams to deliver comprehensive advice
- Maintain accurate client records and uphold fiduciary standards
What They're Looking For
- CFP certification highly preferred
- 5 years of experience as a Financial Advisor, Wealth Advisor, or Private Wealth Advisor
- Proven success in business development, generating new clients, and growing a book of business
- Strong expertise in comprehensive financial planning and investment analysis
- Experience advising affluent or high-net-worth clients
- Excellent communication, presentation, and relationship-building skills
- High emotional intelligence and ability to connect with clients
- Independent, proactive, organized, and comfortable taking ownership
- Bachelor's degree in Finance, Accounting, Business, or a related field
- Strong commitment to fiduciary standards and client service
Why You'll Love It
- $145,000-$155,000 base salary
- New business incentives with target total compensation around $200,000
- Opportunity to lead client relationships and directly influence firm growth
- Combine sophisticated financial planning with relationship management and business development
- High-visibility advisory role with meaningful client ownership
- Collaborative wealth management environment
- Omaha office preferred, with remote flexibility considered for exceptional candidates
- Long-term professional growth opportunity
Salary : $145,000 - $155,000