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Senior Wealth Architect: UHNW Planning & Execution
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-06-05
Listing for:
Harrison Financial Services
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
Harrison Financial Services is looking for a Senior Wealth Strategist in Omaha, Nebraska to support advanced planning solutions for high-net-worth clients. This role collaborates with Lead Wealth Advisors to enhance client relationships through sophisticated financial strategies.
The ideal candidate requires a Bachelor’s degree, 7–15 years of experience in financial services, and strong analytical skills. Key responsibilities include developing financial models and ensuring a high-quality client experience, especially for ultra-high-net-worth clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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