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Senior Wealth Advisor & Holistic Planning Leader
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-08-13
Listing for:
Focus Partners Wealth
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Focus Partners Wealth seeks a Wealth Advisor to lead client planning across retirement, taxes, estate planning and investments. You will partner with Advisory Leadership to grow the practice, manage complex client relationships, and deliver high-quality financial planning and investment strategies.
The role requires partnering with a leadership team, developing best practices, and expanding Centers of Influence while maintaining a client-first approach and a strong service ethic.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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