Job Description
Join our elite team at Wealth Management Partners as a Senior Financial Advisor in vibrant Lincoln, Nebraska. We're seeking a dynamic professional to build high-net-worth client portfolios while enjoying unparalleled earning potential in one of America's most livable cities. This role combines prestigious client relationships with aggressive commission structures and comprehensive benefits.
Our Lincoln office offers collaborative mentorship, cutting-edge fintech resources, and exclusive access to institutional investment platforms. Work with affluent clients while maintaining exceptional work-life balance in Nebraska's capital city.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio with minimum AUM of $10M
- Execute sophisticated investment strategies including alternative assets
- Lead client acquisition through networking and referral programs
- Coordinate with tax/legal professionals for holistic wealth solutions
- Maintain FINRA Series 7/66 certifications and ongoing CE credits
Qualifications
- 5+ years experience in financial services with AUM management
- FINRA Series 7/66 licenses required (Series 65 acceptable)
- Track record of achieving $100K+ annual commission
- CFP or CFA designation preferred
- Proven ability to manage HNW client relationships
- Strong presentation skills for complex financial concepts
- Bachelor's degree in Finance, Business, or related field