Executive Assistant to Chief Executive Officer

Executive Assistant to the President & CEO

Bellwether Wealth Advisors | Lincoln, Nebraska | Full-Time, On-Site

About Bellwether Wealth Advisors

Bellwether Wealth Advisors is a growing, independent wealth management firm based in Lincoln, Nebraska, managing approximately $900 million in client assets. Our founder and CEO is regularly quoted in leading national financial publications, including The Wall Street Journal, CNBC, Bloomberg, Barron's, and MarketWatch.

We are seeking an experienced, highly organized Executive Assistant to work directly with our founder, President & CEO.

This is more than a traditional administrative position. We are looking for a proactive professional who anticipates needs, takes ownership of responsibilities, coordinates across teams, and ensures important details don't fall through the cracks.

Key Responsibilities

• Manage the CEO's calendar, scheduling, communications, and daily priorities.
• Coordinate client meetings, including preparation, gathering necessary information, and ensuring timely follow-up.
• Attend select meetings, capture action items, and ensure commitments are completed.
• Work closely with the COO, financial advisors, and other team members to keep projects and client matters moving forward.
• Track deadlines, outstanding tasks, and responsibilities to ensure accountability.
• Assist with executive projects, correspondence, presentations, and strategic initiatives.
• Leverage technology, including ChatGPT, Claude, Microsoft Office, and CRM systems, to improve productivity and efficiency.

Qualifications

• 5+ years of experience supporting senior executives or working in a comparable high-responsibility role.
• Experience in financial services, wealth management, or professional services strongly preferred.
• Exceptional organizational, communication, and follow-through skills.
• Strong judgment, discretion, and ability to handle confidential information.
• Comfortable working independently, anticipating needs, and taking initiative.
• Proficiency with Microsoft Outlook, Teams, Word, and Excel.
• Familiarity with AI productivity tools such as ChatGPT and Claude is highly desirable.

The Ideal Candidate

You are someone who sees what needs to be done and takes action without waiting to be asked. You enjoy bringing order to complexity, coordinating with others, and making sure commitments turn into completed work.

You are confident interacting with clients, senior professionals, and internal teams. You take pride in making the people around you more effective and are comfortable ensuring follow-through in a professional, collaborative manner.

Compensation & Benefits

Salary Range: $85,000–$115,000 annually, depending on experience and qualifications.

Bellwether Wealth Advisors offers competitive compensation and benefits. We are seeking an exceptional professional who brings initiative, sound judgment, and the ability to independently manage executive priorities.

Why Join Bellwether?

This is an opportunity to become a trusted partner to the founder and CEO of a growing, nationally recognized wealth management firm. You'll have meaningful responsibilities, exposure to strategic business decisions, and the opportunity to make a direct impact on the firm's success.

Location: Lincoln, Nebraska (On-Site)

Employment Type: Full-Time

Interested in Joining Our Team?

We welcome applications from experienced professionals who enjoy responsibility, take initiative, and find satisfaction in making things happen.

Apply through LinkedIn to be considered.