Business Development, Business Model, Customer Relations, Develop and Maintain Customers, Estate Planning, Financial Planning, Financial Strategy, Investment Management, Retirement Planning, Tax Planning, Team Lead/Manager, Willing to Travel
LOCATION
Omaha, NE
POSTED
Today
Focus Partners Wealth is seeking a Wealth Advisor to lead a planning-first advisory team and guide clients through holistic financial strategies. The role emphasizes goals-based planning, taxation, estate planning, and retirement considerations, with a client-centric approach.The advisor will coordinate with portfolio management, maintain strong client relationships, and drive business development while modeling excellence in financial planning skills. Some travel may be required.#J-18808-Ljbffr