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Associate Wealth Manager Jobs in Nebraska (NOW HIRING)

Focus Partners Wealth

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

Provides feedback and opportunities for development of Associate Wealth Advisors * Takes ownership ... Manage individual and team prospect pipeline, including the onboarding of new clients ...

Focus Financial Partners

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

Provides feedback and opportunities for development of Associate Wealth Advisors * Takes ownership ... Manage individual and team prospect pipeline, including the onboarding of new clients ...

TIAA

Wealth Management Advisor - Omaha, NE

Omaha, NE · On-site

$100K - $110K/yr

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Wealth Management Advisor - Omaha, NE

Omaha, NE · On-site

$100K - $110K/yr

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Mariner

Client Service Associate

Omaha, NE · On-site

$58K - $67K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Wealth management experience a plus Skills and Knowledge * Strong PC proficiency with MS Office ...

Morgan Stanley

Associate Private Banker

Omaha, NE

Wealth Management provides comprehensive financial advice and services to its clients including ... The Associate Private Banker will provide product and service support for the Private Bankers in ...

Morgan Stanley

Associate Private Banker

Omaha, NE · On-site

Wealth Management provides comprehensive financial advice and services to its clients including ... The Associate Private Banker will provide product and service support for the Private Bankers in ...

Focus Partners Wealth

Tax Associate

Omaha, NE · On-site

$56K - $74K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

$56K - $74K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

Tax Associate

Kearney, NE · On-site

$52K - $70K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

$55K - $73K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

$50K - $67K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

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All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Nebraska

Associate Wealth Manager information

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How much do associate wealth manager jobs pay per hour?

As of Jul 31, 2026, the average hourly pay for associate wealth manager in Nebraska is $24.23, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $28.41 per hour, depending on experience, location, and employer.

What are some common challenges faced by Associate Wealth Managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What are the key skills and qualifications needed to thrive as an Associate Wealth Manager, and why are they important?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

What is the difference between Associate Wealth Manager vs Financial Advisor?

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

What does a wealth manager get paid?

The average salary for a wealth manager varies based on experience, location, and client base, but typically ranges from $70,000 to $150,000 annually. Many wealth managers also earn commissions or bonuses based on client assets and performance. Certifications like the Certified Financial Planner (CFP) can influence earning potential.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including associate wealth managers with extensive experience and high-net-worth clients, earn $500,000 or more annually. Achieving this level typically requires advanced certifications, a strong client base, and a focus on high-value financial planning. Most advisors earn less, with top earners representing a minority in the industry.

Is 200,000 enough to work with a financial advisor?

For an Associate Wealth Manager, a client with $200,000 in assets is typically considered to be in the mid-range for wealth management services. Many advisors set minimum account sizes that can range from $50,000 to $250,000, depending on their firm and service offerings, making $200,000 a common starting point for personalized financial planning and investment management. Skills in financial analysis and certifications like the CFP can help advisors serve clients with this level of assets effectively.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.
What job categories do people searching Associate Wealth Manager jobs in Nebraska look for? The top searched job categories for Associate Wealth Manager jobs in Nebraska are:
What cities in Nebraska are hiring for Associate Wealth Manager jobs? Cities in Nebraska with the most Associate Wealth Manager job openings:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Nebraska as of July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,402 per year, or $24.2 per hour.

Wealth Advisor

Focus Partners Wealth

Omaha, NE • On-site

$125K - $145K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 16 days ago

Job description

Position Summary

Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients' needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals. They do this by first listening to and understanding each client's unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client's financial life including goals-based planning, taxation, estate planning, and retirement.

Primary Responsibilities 

Leadership

  • Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team's business plan.
  • Have both a tactical (short term) and strategic (long term) approach to team development and growth
  • Establishes the optimal client experience and collaborates with team members to ensure the highest level of service
  • Provides feedback and opportunities for development of Associate Wealth Advisors
  • Takes ownership and accountability for client issues that arise
  • Leads by example and actively participates in firm initiatives and carries forth the core values of the firm

Client Experience 

  • Serve as Primary advisor on 50%+ of client relationships
  • Proficient in all areas of planning and implementing financial plans for clients
  • Develops a mastery of Focus Partner Wealth's (FPW) investment philosophy
  • Active utilization of FPW's client experience framework
  • Conducts Client Discovery and Wealth Planning Conversations
  • Identify advanced planning opportunities and develop internal best practices
  • Create, edit, and present financial plans through planning software
  • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Assist with client billing reviews to ensure fees are collected in a timely manner
  • Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.
  • The ability to meet with clients in person. Some travel may be required

Business Development

  • Consistently meets and exceeds revenue and growth goals
  • Develops multiple Centers of Influences which are active client referral sources
  • Ability to develop new business independently and in a team environment
  • Manage individual and team prospect pipeline, including the onboarding of new clients

Qualifications

  • Bachelor's Degree
  •  7+ years of advisory experience in the wealth management industry
  • CFP or equivalent (ChFC or CPA + PFS) required
  •  Proven Business Development Skillset
  •  Mastery of investment strategies, risk management, tax planning, and estate planning
  • Proven experience in financial analysis, modeling, and strategic planning
  • Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
  • Team-oriented approach
  • Knowledge of financial services industry, financial products, and financial planning concepts
  • Clean U4

This is an exempt position. The annualized base pay for this role is expected to be $125,000 - $145,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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