Lead Wealth Advisor

Our client is seeking an experienced Financial Advisor to join a growing wealth management firm in Omaha, Nebraska. This individual will be responsible for delivering comprehensive financial planning and investment guidance to high net worth clients while developing and maintaining strong, long-term client relationships. The ideal candidate is a CFP professional with a strong financial planning background and experience serving complex HNW clients.

This role is open to candidates living in Omaha or open to relocation.

Key Responsibilities

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• Develop and maintain strong client relationships by understanding clients’ financial goals, priorities, and evolving needs.
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• Lead client meetings and serve as a primary point of contact for ongoing financial planning and advisory needs.
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• Convert leads to expand book of business and client acquisition.
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• Provide comprehensive advice across investment management, retirement planning, estate planning, tax considerations, risk management, and other areas of wealth management.
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• Analyze complex client financial situations and develop thoughtful, customized recommendations and strategies.
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• Implement, monitor, and regularly update financial plans as client circumstances, goals, and market conditions evolve.
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• Collaborate with colleagues across investment management, financial planning, operations, and other functions to deliver a coordinated and high-quality client experience.
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• Identify opportunities to deepen existing client relationships and address additional planning needs.
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• Support the firm’s continued growth through strong client relationships, referrals, and professional networks as appropriate.
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Qualifications

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• Active CFP® certification required.
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• Bachelor’s degree required; Finance, Accounting, Business Administration, or a related field preferred.
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• Minimum of 5 years of experience in wealth management, financial planning, or a related advisory role.
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• Demonstrated experience managing sophisticated client relationships and serving as a lead or primary advisor.
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• Strong knowledge of comprehensive financial planning and wealth management strategies.
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• Experience addressing complex estate, tax, investment, and multigenerational wealth planning considerations.
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• Excellent analytical, problem-solving, and financial planning capabilities.
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• Commitment to fiduciary responsibility and high ethical standards.
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• Proactive, detail-oriented, and committed to continued professional development.
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