Wealth Management Advisor

Bennington, NE| Full-Time | In-Office Preferred
$145,000–$165,000 Base + New Business Incentives

A growing wealth management firm is seeking a Wealth Management Advisor who can turn thoughtful financial advice into lasting client relationships. The firm needs a CFP with strong planning skills, the confidence to lead client conversations and a demonstrated ability to develop new business.

This role offers responsibility for both client outcomes and relationship growth. You’ll help clients evaluate their options, put recommendations into action and adjust their plans over time, while building connections that generate referrals and new advisory relationships.

Serve as a lead advisor, helping clients define goals and make informed financial decisions.

Create integrated plans addressing investments, retirement, estate planning and tax considerations.

Present recommendations clearly, coordinate implementation and conduct ongoing progress reviews.

Develop a pipeline of prospective clients through networking, referrals and relationship-building.

Strengthen retention and expand existing relationships by anticipating changing client needs.

Partner with planning, investment and service teams while keeping CRM documentation current and following fiduciary and regulatory requirements.

CFP certification required.

5+ years of relevant financial services experience, including direct client advisory work.

A proven record of winning clients and growing a book of business.

Strong analytical skills and the ability to develop comprehensive, actionable financial plans.

A bachelor’s degree in finance, accounting, business or a related field.

Excellent listening and communication skills, high emotional intelligence and sound relationship judgment.

A proactive, organized and collaborative approach, with the ability to work independently and respond constructively to feedback.

Combine advice with business development: Build relationships and remain involved in their long-term success.

Make your contributions visible: Influence client retention, relationship expansion and new business growth.

Deliver coordinated recommendations: Work with internal professionals across financial planning, investments and client service.

New business incentives bring total compensation to approximately $200,000
, depending on performance.

The position is based in Omaha, with in-office candidates preferred.

Exceptional candidates may be considered for remote work, subject to approval.

Bennington, NE| Full-Time | In-Office Preferred
$145,000–$165,000 Base + New Business Incentives

A growing wealth management firm is seeking a Wealth Management Advisor who can turn thoughtful financial advice into lasting client relationships. The firm needs a CFP with strong planning skills, the confidence to lead client conversations and a demonstrated ability to develop new business.

This role offers responsibility for both client outcomes and relationship growth. You’ll help clients evaluate their options, put recommendations into action and adjust their plans over time, while building connections that generate referrals and new advisory relationships.

• Serve as a lead advisor, helping clients define goals and make informed financial decisions.

• Create integrated plans addressing investments, retirement, estate planning and tax considerations.

• Present recommendations clearly, coordinate implementation and conduct ongoing progress reviews.

• Develop a pipeline of prospective clients through networking, referrals and relationship-building.

• Strengthen retention and expand existing relationships by anticipating…