Wealth Advisor

Focus Financial Partners•Omaha, NE

41d

About The Position

Focus Partners is seeking a Wealth Advisor who prioritizes clients’ needs, serves with urgency, and takes a holistic, financial-planning-first approach. The advisor listens to each client to understand their unique circumstances and goals before acting. This role offers the opportunity to join an established book of business with longstanding client relationships and growth potential. The Wealth Advisor partners with a Senior Wealth Advisor to provide continuity and exceptional client service, deepen relationships, and gradually take on greater leadership responsibility for the client base. The Wealth Advisor leads a team and models excellence in financial planning knowledge, execution, and team development. They initiate conversations and coordinate action plans across clients’ financial lives, including goals-based planning, taxation, estate planning, and retirement. The role combines client service and planning with team leadership, business development, investment strategy, and growth responsibilities. In-person client meetings are required, and some travel may be necessary.

Requirements

Bachelor’s degree.
At least 7 years of advisory experience in the wealth management industry.
Proven business development skills.
Mastery of investment strategies, risk management, tax planning, and estate planning.
Proven experience in financial analysis, modeling, and strategic planning.
Strong interpersonal communication skills, including the ability to explain complex financial concepts to clients.
Team-oriented approach.
Knowledge of the financial services industry, financial products, and financial planning concepts.
Clean U4.
Candidates without a professional designation must be willing to obtain a CFP® certification or equivalent designation within two years of hire.

Nice To Haves

CFP® certification or an equivalent designation such as ChFC or CPA, preferred at hire.

Responsibilities

Partner with the Advisory Leadership team to set, execute, and evolve the advisory team’s business plan.
Take a tactical and strategic approach to team development and growth.
Establish an optimal client experience and collaborate with team members to deliver a high level of service.
Provide feedback and development opportunities to Associate Wealth Advisors.
Take ownership and accountability for client issues.
Lead by example, participate in firm initiatives, and uphold the firm’s core values.
Serve as primary advisor on at least 50% of client relationships.
Plan and implement financial plans for clients across planning areas.
Develop mastery of Focus Partners’ investment philosophy and actively use its client experience framework.
Conduct client discovery and wealth planning conversations.
Identify advanced planning opportunities and develop internal best practices.
Create, edit, and present financial plans using planning software.
Develop a holistic investment strategy for each client and monitor risk tolerance as needed.
Partner with Portfolio Management to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
Assist with client billing reviews to ensure timely fee collection.
Document client interactions and manage follow-up using the CRM platform.
Meet with clients in person; some travel may be required.
Meet and exceed revenue and growth goals.
Develop multiple Centers of Influence as active client referral sources.
Develop new business independently and in a team environment.
Manage individual and team prospect pipelines, including onboarding new clients.