Job Description
Join Lincoln's premier wealth management firm as a Senior Financial Advisor and transform your career. We're seeking ambitious professionals to build high-net-worth portfolios for Nebraska's most discerning clients. Enjoy uncapped earning potential, elite training programs, and a culture that rewards excellence. Work from our state-of-the-art downtown office with flexible hybrid options. Your expertise will directly impact families' legacies while securing your own financial future.
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients ($500k+ AUM)
- Execute investment strategies including equities, bonds, and alternative assets
- Lead retirement planning, estate solutions, and tax optimization strategies
- Build and nurture client relationships through quarterly reviews and proactive communication
- Mentor junior advisors while maintaining personal production targets
- Collaborate with legal and tax professionals for integrated solutions
- Utilize CRM systems to track client goals and portfolio performance
Qualifications
- Series 7, 66, and CFP certifications required
- Minimum 5 years experience in financial services with $10M+ AUM
- Proven track record in client acquisition and retention
- Expertise in retirement planning and investment portfolio construction
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication and presentation abilities
- Bachelor's degree in Finance, Business, or related field
- Nebraska residency required for in-person client meetings