Senior Wealth Advisor & Client Planning Leader
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Focus Partners is seeking a Wealth Advisor who will lead a team and deliver holistic planning for clients across goals-based planning, taxation, estate planning, and retirement. They will listen to client needs and act with urgency while upholding the firm’s values, driving excellence in financial planning knowledge and team development.
The role requires 7+ years of advisory experience, a CFP or equivalent, and a strong track record in investment strategy, tax planning, and relationship
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This posting is for the Senior Wealth Advisor & Client Planning Leader role at Focus Financial Partners, based in Omaha, NE, United States.
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