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Executive Wealth Advisor: Lead Clients, Book+Equity

Job in Omaha, Douglas County, Nebraska, 68197, USA
Listing for: Modern Wealth Management
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Executive Wealth Advisor: Lead Top Clients, 45M Book+Equity
Modern Wealth Management is looking for accomplished Executive Wealth Advisors to enhance their national footprint. This role involves managing top-tier clients and focusing on developing new client relationships, requiring a portable book of at least $45M in client assets. The position demands a bachelor's degree and 10 years of experience in financial planning or investment management. Generous support for continuing education and excellent health benefits are also provided.
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