Senior Wealth Management Advisor

Senior Wealth Management Advisor + Growth + Omaha

If you're the kind of Advisor who thrives in front of sophisticated clientsand takes pride in delivering a truly elevated experiencethis 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 growthdesigned for an Advisor who knows how to do both well.

What You'll Do

• Serve as the primary point of contact for a select group of ultra-high net worth clients
• Lead client meetings and deliver tailored financial strategies across investments, retirement, estate, and tax planning
• Build deep, trusted relationships through a true "white glove" service approach
• Collaborate closely with internal specialists and planning teams to deliver comprehensive solutions
• Identify opportunities to grow existing relationships and generate new business through referrals and outreach
• Continuously refine and monitor financial plans to ensure alignment with client goals
• Stay ahead of market trends and bring proactive insights to your clients

What You Bring

• Bachelor's degree in Finance, Business, or related field
• 510+ years of experience as a Financial Advisor within a wealth management environment
• Proven success working with high net worth or ultra high net worth clients
• CFP designation required
• Demonstrated ability to grow and manage a book of business
• Strong client presenceprofessional, confident, and relationship-driven (without ego)
• A collaborative mindset with the ability to work cross-functionally
• High level of integrity and commitment to fiduciary responsibility

The Opportunity

• Immediate exposure to a well-established group of high-value client relationships
• Work with clients ranging from ~$5M to $35M in net worth
• Highly visible role with the ability to make an impact from day one
• Long-term upside tied to growth of your book and client relationships
• A team-oriented environment focused on delivering an exceptional client experience

This 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 expertiseand your ability to connect with clientstruly matters, let's connect.