About this role
Wealth Advisor at Focus Financial Partners. Location: Omaha, Nebraska, United States. Role: lead team, develop client, conduct discovery Requirements: Bachelor's degree; 7+ years advisory experience; CFP or equivalent (ChFC or CPA + PFS) required; strong business development; mastery of investment, tax, and estate planning; solid financial analysis and interpersonal skills. Category: Finance and Accounting Seniority: Senior Level Tools: Planning software Certifications: cfp, chfc, cpa, pfs Commitment: Full Time Workplace: Hybrid Languages: English