About this role
Wealth Advisor at Focus Partners Wealth. Location: Omaha, Nebraska, United States. Role: lead team, advise clients, develop plans Requirements: 7+ years advisory experience; Bachelor's degree; CFP or equivalent (ChFC or CPA + PFS) required; proven business development; mastery of investment, tax, and estate planning; strong communication and team collaboration. Category: Finance and Accounting Seniority: Senior Level Tools: Planning software, CRM, Investment analysis tools Certifications: cfp, chfc, cpa, pfs Commitment: Full Time Workplace: Onsite Languages: English