Job Description
Join our elite team of financial advisors at Wealth Management Group and transform your career in Lincoln's premier wealth hub. We're seeking a dynamic professional to build high-net-worth client portfolios while enjoying industry-leading compensation and comprehensive benefits. As a Senior Financial Advisor, you'll drive financial transformation for Nebraska's most discerning clients in a collaborative, tech-forward environment.
Why Wealth Management Group?
• Top 1% commission structure with uncapped earning potential
• Exclusive access to premium investment platforms
• Continuous advanced training and certification support
• Hybrid work model with modern downtown office
• Health, dental, and 401(k) with 6% match
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Manage investment portfolios exceeding $50M in AUM
- Drive new client acquisition through strategic networking and referrals
- Ensure compliance with SEC and FINRA regulations
- Leverage proprietary CRM tools for client retention strategies
- Present quarterly portfolio reviews and market analysis
- Mentor junior advisors on wealth management best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) or CFA designation required
- 5+ years of experience in high-net-worth financial advisory
- Proven track record of $2M+ annual revenue generation
- Exceptional communication and presentation skills
- FINRA Series 7, 66, and state securities licenses
- Proficiency in financial planning software (e.g., MoneyGuidePro)