Senior Wealth Advisor: Lead Holistic Planning & Growth
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Focus Partners Wealth LLC is seeking a Wealth Advisor to lead a holistic financial planning practice and coordinate a high-performing team. You will listen to clients, develop comprehensive plans, and drive growth while maintaining exceptional client service.
The role requires a Bachelor's degree, 7+ years of advisory experience, and CFP or equivalent certification. Expect collaboration with leadership, frequent client meetings, and travel as needed.
We are looking to fill the Senior Wealth Advisor:
Lead Holistic Planning & Growth position at LE0123 Focus Partners Wealth LLC in Omaha, NE, United States.
This posting is for the Senior Wealth Advisor:
Lead Holistic Planning & Growth role at LE0123 Focus Partners Wealth LLC, based in Omaha, NE, United States.
The Senior Wealth Advisor:
Lead Holistic Planning & Growth role at LE0123 Focus Partners Wealth LLC is now open for applications in Omaha, NE, United States.
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