Wealth Management Advisor

Senior Wealth Management Advisor + Growth + OmahaIf you're the kind of Advisor who thrives in front of sophisticated clients—and takes pride in delivering a truly elevated experience—this is the kind of seat that doesn't come around often. This opportunity with our client puts you at the center of high-touch relationships, working directly with ultra-high net worth individuals who expect (and appreciate) exceptional service and strategic thinking.This is not a "build it from scratch" role. You'll step into meaningful client relationships from day one, while continuing to expand your book through referrals and thoughtful business development. It's a blend of stewardship and growth—designed for an Advisor who knows how to do both well.What You'll DoServe as the primary point of contact for a select group of ultra-high net worth clientsLead client meetings and deliver tailored financial strategies across investments, retirement, estate, and tax planningBuild deep, trusted relationships through a true "white glove" service approachCollaborate closely with internal specialists and planning teams to deliver comprehensive solutionsIdentify opportunities to grow existing relationships and generate new business through referrals and outreachContinuously refine and monitor financial plans to ensure alignment with client goalsStay ahead of market trends and bring proactive insights to your clientsWhat You BringBachelor's degree in Finance, Business, or related field5–10+ years of experience as a Financial Advisor within a wealth management environmentProven success working with high net worth or ultra high net worth clientsCFP® designation requiredDemonstrated ability to grow and manage a book of businessStrong client presence—professional, confident, and relationship-driven (without ego)A collaborative mindset with the ability to work cross-functionallyHigh level of integrity and commitment to fiduciary responsibilityThe OpportunityImmediate exposure to a well-established group of high-value client relationshipsWork with clients ranging from ~$5M to $35M in net worthHighly visible role with the ability to make an impact from day oneLong-term upside tied to growth of your book and client relationshipsA team-oriented environment focused on delivering an exceptional client experienceThis is an ideal role for an experienced Advisor who enjoys working at a high level, values relationships over transactions, and takes pride in delivering an elite client experience. If you're looking for a seat where your expertise—and your ability to connect with clients—truly matters, let's connect.