Senior Wealth Advisor — Multi-Family Office

$250,000K+ Base DOE + Incentives | Lincoln, NE | Remote Consideration for Exceptional Candidates | Relocation Assistance Available

A growing wealth management firm is seeking an experienced advisor to lead relationships with high-net-worth and ultra-high-net-worth families, business owners and clients navigating complex financial decisions.

This is an opportunity to become a trusted partner across generations, helping families connect their investments, business interests and legacy goals through comprehensive planning and personalized family office services.

The ideal candidate combines deep technical knowledge with empathy, sound judgment and the ability to make complicated decisions easier to understand.

• Serve as the primary advisor for a select portfolio of HNW and UHNW families, leading client reviews and strategic planning conversations.
• Develop comprehensive plans covering investments, retirement, estate and tax considerations, and risk management.
• Coordinate with investment teams, attorneys, CPAs and insurance professionals to turn recommendations into action.
• Guide clients through business liquidity events, concentrated positions, trust structures, philanthropy and multigenerational wealth transfer.
• Navigate sensitive family dynamics and support family governance and legacy planning.
• Deepen existing relationships, generate referrals and contribute to new client acquisition.
• Maintain accurate financial plans and CRM records while partnering with operations and compliance teams.

• 5+ years in wealth management, financial advisory or private client services.
• Prior family office or multi-family office experience.
• Demonstrated ownership of HNW and UHNW client relationships
  , including business owners and complex family situations.
• Strong expertise in comprehensive financial planning, investments, estate and tax considerations, and multigenerational strategies.
• Exceptional communication, emotional intelligence, empathy and discretion.
• A proactive, organized and collaborative approach to delivering highly personalized service.

• An established network within the HNW community.
• MBA, master’s in finance or a related advanced degree.
• CFA, CPWA, RICP or CEPA designation.

• Take meaningful ownership of sophisticated, long‑term family relationships.
• Apply your expertise across a broad range of wealth planning and family office needs.
• Help business owners and families make decisions that shape future generations.
• Join a growing firm with $250,000–$300,000 base compensation
  , depending on experience, plus incentives bringing total compensation up to $350,000
  .

This full‑time position is based in Nebraska
. Local candidates are preferred, and relocation assistance is available.

Exceptional candidates outside Omaha are encouraged to apply. Remote arrangements may be considered with travel to Omaha, subject to approval. Travel expectations will be discussed during the hiring process.

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