Private Wealth Advisor

Remote —
Travel to Nebraska | Full-Time
$240,000–$280,000 Base + Incentives | Total Comp. $300K+

Private Wealth Advisor

Remote —
Travel to Nebraska | Full-Time
$240,000–$280,000 Base + Incentives | Total Comp. $300K+

A growing wealth management firm is looking for a Private Wealth Advisor who can bring clarity to the financial decisions that shape a family’s future.

As the primary relationship lead for high-net-worth and ultra-high-net-worth clients, you’ll connect investment strategy, business interests and family priorities through comprehensive planning and personalized family office services.

This is an opportunity to make a lasting impact through both the quality of your advice and the trust you build.

• Develop a detailed understanding of clients’ financial goals, family dynamics and business interests.

• Lead client reviews and translate complex financial strategies into clear decisions.

• Coordinate investment, retirement, estate, tax and risk-management planning.

• Work with attorneys, CPAs and investment professionals on trusts, liquidity events, philanthropy and wealth transfer.

• Support family governance and multigenerational planning conversations.

• Anticipate client needs, cultivate referrals and coordinate accurate, compliant execution with internal teams.

• CFP designation required.

• 7+ years in wealth management, financial advisory or private client services.

• Family office or multi-family office experience.

• Demonstrated experience leading HNW and UHNW relationships, including business owners and complex families.

• Strong investment and financial-planning expertise, including estate, tax and multigenerational considerations.

• Exceptional listening and communication skills, empathy, emotional intelligence and discretion.

• An organized, resourceful and collaborative approach.

• Established relationships within the HNW community.

• MBA or a relevant master’s degree.

• CFA, CPWA, RICP or CEPA designation.

The position offers $240,000–$280,000 base compensation
, depending on experience, plus incentives, with total compensation up to $350,000
.

Exceptional candidates outside Omaha are encouraged to apply. Remote arrangements may be considered with travel to Omaha, subject to approval. Travel expectations will be discussed during the hiring process.

Chicago is a recruiting market for this Nebraska-based role. Nebraska-based candidates remain preferred, with relocation assistance available.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at