Senior Wealth Advisor (CFP)
Mohr Talent · Omaha, NE
Job description(tap to read)
Senior Wealth Advisor (CFP) Omaha, NE | $145K-$155K Base | $200K Target Total Compensation Approximately $200,000 In-Office Preferred | Remote Considered for Top Candidates CFP Certification We're partnering with a growing private wealth management firm that is hiring an experienced Lead Private Wealth Advisor to manage client relationships, deliver sophisticated financial planning, and help grow the firm's business. This opportunity is ideal for a CFP professional who combines strong financial planning expertise with proven business development ability. The right person enjoys working directly with affluent clients, building long-term relationships, and bringing in new business. This is not a financial planning-only role. They need someone who can confidently advise clients, develop comprehensive strategies, and contribute directly to the firm's growth. What You'll Be Doing • Lead client meetings and manage long-term wealth management relationships • Develop comprehensive financial plans covering investments, retirement, tax strategies, estate planning, and wealth preservation • Provide sophisticated financial analysis and personalized planning recommendations • Identify and pursue new business opportunities to grow the firm's client base • Build relationships with prospective clients and expand existing accounts • Help grow assets under management through client acquisition and retention • Partner with investment, planning, and internal teams to deliver comprehensive advice • Maintain accurate client records and uphold fiduciary standards What They're Looking For • CFP certification highly preferred • 5+ years of experience as a Financial Advisor, Wealth Advisor, or Private Wealth Advisor • Proven success in business development, generating new clients, and growing a book of business • Strong expertise in comprehensive financial planning and investment analysis • Experience advising affluent or high-net-worth clients • Excellent communication, presentation, and relationship-building skills • High emotional intelligence and ability to connect with clients • Independent, proactive, organized, and comfortable taking ownership • Bachelor's degree in Finance, Accounting, Business, or a related field • Strong commitment to fiduciary standards and client service Why You'll Love It • $145,000-$155,000 base salary • New business incentives with target total compensation around $200,000 • Opportunity to lead client relationships and directly influence firm growth • Combine sophisticated financial planning with relationship management and business development • High-visibility advisory role with meaningful client ownership • Collaborative wealth management environment • Omaha office preferred, with remote flexibility considered for exceptional candidates • Long-term professional growth opportunity
Customer Service Enrollment Specialist - Remote
American Income Life - Giddens Organization · Abilene, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Customer Service Manager (Remote)
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Call Center Rep Work From Home
American Income Life - Giddens Organization · Abilene, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Insurance Sales Representative - Work From Home
American Income Life - Giddens Organization · Abilene, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.