About this opportunity
Lutz lists this Senior Wealth Management Advisor opportunity in omaha, Nebraska. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Wealth Management Advisor + Growth + Omaha
If you're the kind of Advisor who thrives in front of sophisticated clients—and takes pride in delivering a truly elevated experience—this is the kind of seat that doesn't come around often. This opportunity with our client puts you at the center of high-touch relationships, working directly with ultra-high net worth individuals who expect (and appreciate) exceptional service and strategic thinking.
This is not a "build it from scratch" role. You'll step into meaningful client relationships from day one, while continuing to expand your book through referrals and thoughtful business development. It's a blend of stewardship and growth—designed for an Advisor who knows how to do both well.
What You'll Do
Serve as the primary point of contact for a select group of ultra-high net worth clients
Lead client meetings and deliver tailored financial strategies across investments, retirement, estate, and tax planning
Build deep, trusted relationships through a true "white glove" service approach
Collaborate closely with internal specialists and planning teams to deliver comprehensive solutions
Identify opportunities to grow existing relationships and generate new business through referrals and outreach
Continuously refine and monitor financial plans to ensure alignment with client goals
Stay ahead of market trends and bring proactive insights to your clients
What You Bring
Bachelor's degree in Finance, Business, or related field
5–10+ years of experience as a Financial Advisor within a wealth management environment
Proven success working with high net worth or ultra high net worth clients
CFP® designation required
Demonstrated ability to grow and manage a book of business
Strong client presence—professional, confident, and relationship-driven (without ego)
A collaborative mindset with the ability to work cross-functionally
High level of integrity and commitment to fiduciary responsibility
The Opportunity
Immediate exposure to a well-established group of high-value client relationships
Work with clients ranging from ~$5M to $35M in net worth
Highly visible role with the ability to make an impact from day one
Long-term upside tied to growth of your book and client relationships
A team-oriented environment focused on delivering an exceptional client experience
This is an ideal role for an experienced Advisor who enjoys working at a high level, values relationships over transactions, and takes pride in delivering an elite client experience. If you're looking for a seat where your expertise—and your ability to connect with clients—truly matters, let's connect.
Worksite address
omaha, NE, 68197, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.