Wealth Advisor
$125k - $145kFocus Partners Wealth
- # Wealth AdvisorApplyremote type: Fully Onsitelocations: Omaha, Nebraskatime type: Full timeposted on: Posted Todayjob requisition id: JR100072**Job Description Summary:**Focus Partners is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client’s financial life including goals-based planning, taxation, estate planning, and retirement.**Job Description:****Primary Responsibilities*** Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team’s business plan.* Have both a tactical (short term) and strategic (long term) approach to team development and growth* Establishes the optimal client experience and collaborates with team members to ensure the highest level of service* Provides feedback and opportunities for development of Associate Wealth Advisors* Takes ownership and accountability for client issues that arise* Leads by example and actively participates in firm initiatives and carries forth the core values of the firm* Serve as Primary advisor on 50%+ of client relationships* Proficient in all areas of planning and implementing financial plans for clients* Develops a mastery of Focus Partner Wealth’s (FPW) investment philosophy* Active utilization of FPW’s client experience framework* Conducts Client Discovery and Wealth Planning Conversations* Identify advanced planning opportunities and develop internal best practices* Create, edit, and present financial plans through planning software* Create a holistic investment strategy for each client, monitor risk tolerance over time as needed* Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.* Assist with client billing reviews to ensure fees are collected in a timely manner* Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.* The ability to meet with clients in person. Some travel may be required* Consistently meets and exceeds revenue and growth goals* Develops multiple Centers of Influences which are active client referral sources* Ability to develop new business independently and in a team environment* Manage individual and team prospect pipeline, including the onboarding of new clients**Qualifications*** Bachelor's Degree* 7+ years of advisory experience in the wealth management industry* CFP or equivalent (ChFC or CPA + PFS) required* Proven Business Development Skillset* Mastery of investment strategies, risk management, tax planning, and estate planning* Proven experience in financial analysis, modeling, and strategic planning* Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients* Team-oriented approach* Knowledge of financial services industry, financial products, and financial planning concepts* Clean U4This position is an exempt position. The annualized base pay range for this role is expected to be between $125,000–$145,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
- J-18808-Ljbffr Focus Partners Wealth
Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Omaha, NE vacancy
$125k - $145k
...Job Description Summary Focus Partners is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients’ needs first and with a sense of urgency. Wealth Advisors take...SuggestedTemporary workWork at officeLocal areaFocus Financial Partners Inc.
Omaha, NE1 day ago- ...clients deeply, staying proactive, and ensuring nothing falls through the cracks? At Revolution Group, LLC, we’re looking for a Wealth Advisor to support and strengthen existing client relationships within a collaborative, team-based advisory model. Who We Are...Suggested
$55k - $100k
...Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are you passionate about helping clients achieve... ...advancement. What You’ll Do: Collaborate directly with advisors and clients to build, monitor, and implement personalized...SuggestedFull timeWork at officeImmediate startRemote workFlexible hoursAvior Wealth Management, LLC
Omaha, NE1 day ago- Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’tyour typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly...SuggestedLocal area
- ...We are looking for Experienced Advisors to join our Team in the Omaha area. You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide...SuggestedFull timeWorldwide
Prudential Financial
Omaha, NE2 days ago $132.03k - $161.37k
...excel at—all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...Temporary workWork experience placementLocal area- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Full timeWork at officeFlexible hours
Bankers Life
Omaha, NE1 day ago - ...NE | On-site About Ellerbrock-Norris At Ellerbrock-Norris Wealth Strategies, we help clients protect their purpose through... ...During the first year, you’ll work closely with our Senior Wealth Advisor to develop financial plans, participate in client meetings, learn...Full time
Ellerbrock-Norris Wealth Strategies
Omaha, NE3 days ago - ...their own branch offices and build a business to not only serve their members but their communities too. · Finance · Financial Advisor · Business · Insurance · Sales What Modern Woodmen offers Beyond a hands-on training program and a flexible schedule,...Full timeWork at officeFlexible hours
Modern Woodmen of America
Omaha, NE1 day ago $115k - $175k
...Private Wealth Advisor At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. The Private Wealth Advisor is a trusted advisor...Contract workTemporary workWork at officeLocal area- ...n FINANCIAL \n Lutz Financial takes a comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique...Full timeTemporary workWork at office
Lutz
Omaha, NE3 days ago - ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make...
WealthBridge Financial Group
Council Bluffs, IA4 days ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Omaha, NE23 hours ago$17.93 - $29.89 per hour
Location: Heartland Oncology & Hematology Pay Range: $17.93 - $29.89 Position Summary Serves as the primary patient advocate for financial navigation and counseling within an oncology practice. Reviews patient insurance coverage, establishes financial responsibility estimates...Full timePart timeWork at officeLocal areaImmediate startFlexible hoursHeartland Oncology
Council Bluffs, IA3 days ago$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced...Local areaRemote workRelocationThe Well
Omaha, NE1 day ago$36k - $75k
...Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays....TraineeshipHome officeMutual of Omaha
Omaha, NE3 days ago$60k - $70k
...Overview Outstanding Financial Advisor Opportunity with Local Regional Firm. This Jobot Job is hosted by Shane Bennett. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $60,000 - $70,000 per year Why join us? Advisory...Permanent employmentLocal areaRemote workJobot
Omaha, NE3 days ago- ...Description About Us At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals plan with intention,... ..., estate, and education planning. Working side by side with advisors, clients, and professional partners, you’ll help design,...Full timeWork at officeWork from homeFlexible hours
Avior Wealth Management LLC
Omaha, NE2 days ago - Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
Modern Woodmen
Council Bluffs, IA4 days ago - Financial representative Contract type: Full-time Location: Council Bluffs Industry: Financial Services Date published: 10-02-2026 About the role Our financial representatives at Modern...Full timeContract workLocal area
Modern Woodmen
Council Bluffs, IA1 day ago - The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities...
Renaissance Financial
Omaha, NE3 days ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at officeUnavailable
Omaha, NE1 day ago$97k - $192k
Benefits:401(k)401(k) matchingBonus based on performanceCompany partiesDental insuranceFlexible scheduleHealth insuranceOpportunity for advancementTraining & developmentVision insuranceThe Erickson Region of Modern Woodmen is actively seeking a Financial Representative ...Work at officeLocal areaWork from homeFlexible hoursErickson Region - Modern Woodmen of America
Omaha, NE2 days ago$80k - $105k
...planning, portfolio analysis, tax projections, estate coordination independently Experience with Charles Schwab or Altruist, Orion Advisor Services, Right Capital, Redtail, Holistiplan, Microsoft Office Suite, general AI prompting is preferred A fiduciary mindset and...Work at officeCornerstone Financial Group, LLC
Omaha, NE2 days ago- ...among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors We are looking for Experienced Advisors to join our Team in the Omaha area. You've built a successful practice and now you want more...Full time
- ...buzzword. FINANCIAL Lutz Financial takes a comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s...Full timeTemporary workWork at office
$50 - $85 per hour
We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. In this role, you’ll analyze clients’ financial situations, create personalized plans, and guide them through implementation. If you...Hourly payWork at officeRemote workFlexible hours- ...FINANCIAL Lutz Financial takes a comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique...Full timeTemporary workWork at office
Lutz
Omaha, NE2 days ago - The Student Financial Services Counselor serves as a vital resource for prospective and continuing students and their families by providing comprehensive, accurate, and student-centered support related to financial aid, billing, and tuition collection. This position is...Work at office
Creighton University
Omaha, NE23 hours ago - Financial Support Counselor The Financial Support Counselor reports to the Assistant Director for Support & Outreach and serves as a member of the Office of Financial Support and Scholarships customer service cluster. Primarily responsible for providing excellent customer...Work at office
University of Nebraska at Omaha
Omaha, NE2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
Related searches
- estate planning consultant Omaha, NE
- financial planner cfp Omaha, NE
- financial consultant Omaha, NE
- financial advisor training program Omaha, NE
- finance associate Omaha, NE
- financial associate Omaha, NE
- financial advisor development program Omaha, NE
- financial planning administrator Omaha, NE
- financial counselor Omaha, NE
- wealth advisor Omaha, NE