Senior Wealth Advisor (CFP)

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

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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 DoingLead client meetings and manage long-term wealth management relationshipsDevelop comprehensive financial plans covering investments, retirement, tax strategies, estate planning, and wealth preservationProvide sophisticated financial analysis and personalized planning recommendationsIdentify and pursue new business opportunities to grow the firm's client baseBuild relationships with prospective clients and expand existing accountsHelp grow assets under management through client acquisition and retentionPartner with investment, planning, and internal teams to deliver comprehensive adviceMaintain accurate client records and uphold fiduciary standards
What They're Looking ForCFP certification highly preferred5+ years of experience as a Financial Advisor, Wealth Advisor, or Private Wealth AdvisorProven success in business development, generating new clients, and growing a book of businessStrong expertise in comprehensive financial planning and investment analysisExperience advising affluent or high-net-worth clientsExcellent communication, presentation, and relationship-building skillsHigh emotional intelligence and ability to connect with clientsIndependent, proactive, organized, and comfortable taking ownership xzbcwsv Bachelor's degree in Finance, Accounting, Business, or a related fieldStrong commitment to fiduciary standards and client service
Why You'll Love It$145,000-$155,000 base salaryNew business incentives with target total compensation around $200,000Opportunity to lead client relationships and directly influence firm growthCombine sophisticated financial planning with relationship management and business developmentHigh-visibility advisory role with meaningful client ownershipCollaborative wealth management environmentOmaha office preferred, with remote flexibility considered for exceptional candidatesLong-term professional growth opportunity