Executive Wealth Advisor: Lead Clients, Book+Equity
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-06-12
Listing for:
Modern Wealth Management
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
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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