Senior Wealth Advisor

Senior Wealth AdvisorRemote — Travel to NE | Full-Time $220,000–$280,000 Base + Incentives | Total Comp. $300K+The OpportunityA growing wealth management firm is seeking an experienced Senior Wealth Advisor to lead sophisticated family relationships and deliver comprehensive, multigenerational advice.This role offers meaningful responsibility for high-net-worth and ultra-high-net-worth clients, including business owners and families managing complex financial situations. It is well suited to a CFP with family office experience who brings both technical depth and exceptional personal judgment.What You’ll DoServe as the primary advisor for a select portfolio of HNW and UHNW families.Lead planning across investments, retirement, estate and tax considerations, and risk management.Help clients navigate business liquidity events, concentrated positions, trusts and philanthropic goals.Coordinate investment teams, attorneys, CPAs and other professionals around integrated recommendations.Guide sensitive family conversations and support multigenerational wealth transfer.Strengthen relationships, generate referrals and maintain accurate planning and compliance records.Required QualificationsCFP designation.6+ years in wealth management, financial advisory or private client services.Prior family office or multi-family office experience.Direct ownership of UHNW client relationships, including business owners and complex family situations.Demonstrated comprehensive-planning expertise and multigenerational wealth experience.Excellent communication, emotional intelligence, empathy and discretion.Proactive client service and strong coordination and follow-through.Preferred QualificationsAn established HNW network.MBA, master’s in finance or a related advanced degree.CFA, CPWA, RICP or CEPA designation.Exceptional candidates outside Omaha are encouraged to apply. Remote work may be considered with travel to Omaha, subject to approval. Travel expectations will be discussed during the hiring process.New York is a recruiting market for this Omaha-based opportunity. Omaha-based candidates remain preferred, and relocation assistance is available. 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