Senior Wealth Advisor

Senior Wealth Advisor

Elkhorn, NE | $250,000–$300,000 Base Incentives | 
Full-Time | Relocation Assistance Available

The Opportunity

A growing wealth management firm is seeking a Senior Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth families.

Bring your financial expertise to a role where understanding people matters as much as understanding their portfolios. You’ll help business owners and families navigate complex decisions, coordinate specialist advice and plan for the next generation.

What You’ll Do

• Own a select portfolio of HNW and UHNW family relationships and lead planning conversations.

• Develop comprehensive plans covering investments, retirement, estate and tax considerations, and risk management.

• Coordinate attorneys, CPAs, investment teams and insurance professionals around client priorities.

• Guide families through business liquidity events, trusts, concentrated wealth, philanthropy and wealth transfer.

• Deepen relationships, generate referrals and deliver proactive, personalized service.

• Maintain accurate plans and CRM records and coordinate compliant execution with internal teams.

What You’ll Bring

• CFP designation required.

• 5 years in wealth management, financial advisory or private client services.

• Prior family office or multi-family office experience.

• Direct responsibility for HNW and UHNW relationships, including business owners and complex family situations.

• Strong comprehensive-planning knowledge and experience with multigenerational wealth strategies.

• Excellent communication, empathy, emotional intelligence and discretion.

• Proactive, organized and collaborative follow-through.

Preferred Qualifications

• An established network within the HNW community.

• MBA, master’s in finance or a related advanced degree.

• CFA, CPWA, RICP or CEPA designation.

Compensation and Location

Base compensation is $250,000–$300,000, depending on experience, plus incentives.

This position is based in Omaha. Local candidates and professionals open to relocating are preferred. Relocation assistance is available.

Apply

Submit your resume if you’re ready to take meaningful ownership of sophisticated family relationships within a growing firm.

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 hr@themohrgrp.com