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Private Wealth Advisor

3 months ago

Omaha, United States Harrison Financial Services Full time

Job Summary


The Private Wealth Advisor role is responsible for providing comprehensive advisory services for affluent clients of Harrison Financial Services. We are seeking a person who has a CPA certification, expertise in tax planning, wealth management, and investments strategies.


General Responsibilities


  • Serve as the primary point of contact for a portfolio of high-net-worth clients, understanding their financial needs and objectives.
  • Conduct thorough financial assessments and create personalized financial plans to guide clients in achieving their short-term and long-term goals.
  • Provide expert advice on tax planning, estate planning (working with the Director of Advanced Solutions) retirement planning, and investment strategies, taking into account risk tolerance and financial objectives.
  • Collaborate with internal teams and external partners to deliver comprehensive wealth management solutions, including investment management, insurance, and philanthropic planning.
  • Stay up to date with industry trends, tax regulations, and market conditions to ensure clients receive the most relevant and timely advice.
  • Monitor and review clients’ investment portfolios, work with CIO to make recommendations and adjustments as necessary to optimize performance.
  • Foster long-term relationships with clients, delivering proactive communication and providing ongoing support and guidance.
  • Lead and mentor other advisors/service advisors providing guidance, training, and support to help deliver exceptional service to clients.
  • Community involvement to foster the stewardship and reputation of HFS.
  • Network in business community with COI’s to develop relationships and establish referrals.


Desired Skills


  • Excellent public speaking and interpersonal skills, with the ability to build rapport and trust with high-net-worth clients.
  • In-depth knowledge of tax planning strategies, investment products, and financial markets.
  • Strong analytical skills and attention to detail with a focus on identifying potential opportunities with new and existing clients.
  • Effectively close business.
  • Demonstrated ability to lead and motivate a team.
  • Proficiency in financial planning software and tools.
  • Integrity, professionalism, and commitment to maintain client confidentiality.
  • Passion for continued education and achieving designations or certifications to support organizational growth.

Desired Education/Certification/Designation(s)


Minimum of 5-10 years of experience


  • Bachelor’s degree in finance, accounting, or related field.
  • CPA Certification
  • CPWA Certification (can be obtained after employment)
  • Series 7 & 63
  • NE Life and Health Insurance License