Lead Private Wealth Advisor | CFP | Remote Flex
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Finance & Banking
Job Description & How to Apply Below
MOHR Talent is seeking an experienced Lead Private Wealth Advisor to manage client relationships, deliver sophisticated financial planning, and help grow the firm's business in an in-office preferred role with remote consideration for top candidates.
The ideal candidate has CFP certification (preferred), 5+ years of experience in wealth advisory, and a proven track record in business development and client acquisition among affluent clients. This is a growth-focused, advisory leadership position.
We would love to welcome a new Lead Private Wealth Advisor | CFP | Remote Flex to our team in Omaha, NE, United States.
The advertised compensation is 145..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Lead Private Wealth Advisor | CFP | Remote Flex role in the description above.
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