Associate Planner

Hemphill Search Group, Inc.; Omaha (NE); On-site; USD 60,000 - 80,000; Full time

Job summary

Hemphill Search Group, Inc. in Omaha is seeking an Associate Planner to join a recognized wealth and investments firm. In this role, you will develop complex planning strategies for high-net-worth clients, supported by a unique team of leaders. You will work closely with planners, gaining exposure to diverse planning philosophies and collaborative strategies.

This position offers the opportunity to analyze financial data and deliver tailored planning recommendations within a successful team environment.

Qualifications

• Strong analytical skills to assess financial data and client needs.
• Ability to work collaboratively within a team environment.
• Detail-oriented approach to delivering planning recommendations.

Responsibilities

• Research and design planning strategies in line with the firm's core disciplines.
• Analyze financial data and steward client information.
• Deliver planning recommendations aligned to the firm's philosophy.

Job description

Join a notable and industry recognized wealth and investments firm as an Associate Planner. This opportunity positions you to develop complex planning with an organization serving high-net-worth and ultra-high-net-worth clients. While sitting with a team of planners, you will have the direct exposure to philosophies and strategies for executing complex and diversified planning concepts across a wide client base. This firm exhibits a unique and highly functioning team of leaders and collaborative colleagues to guide, mentor, and support planners at the earlier stages of their career.

Key Responsibilities

• Work under high-touch leadership researching and designing planning strategies in line with the firm's core planning disciplines.
• Analyze financial data and confidential client information stewarding the executive planning concepts in every phase of analysis.
• Deliver planning recommendations aligned to the planning philosophy of the firm.