CFP Financial Planner: Build Wealth & Secure Futures

Ellerbrock-Norris Wealth Strategies; Omaha, Northern (NE, KY); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Ellerbrock-Norris Wealth Strategies seeks a Financial Planner to guide clients toward long-term financial success through comprehensive planning and strategic guidance.

This role emphasizes building client relationships, delivering tailored plans, and collaborating with senior advisors to grow our Wealth Strategies practice in Omaha.

A CFP designation with 3+ years of experience is required; you will work directly with clients in a planning-focused environment.

Qualifications

• 3+ years of experience in financial planning, wealth management, or a related advisory role.
• Experience working directly with clients in a planning-focused environment.
• Strong understanding of retirement, investment, estate, and tax planning concepts.
• Excellent communication and relationship-building skills.
• Strong analytical and problem-solving abilities.
• Ability to work collaboratively in a team-oriented environment.

Responsibilities

• Participate in discovery, planning, review, and recommendation meetings with clients.
• Develop and deliver comprehensive financial plans tailored to client goals.
• Build trusted relationships with clients and their families.
• Assist clients with retirement planning, investment strategy, estate planning considerations, tax-efficient planning, and wealth transfer strategies.
• Help clients navigate complex financial decisions with clarity and confidence.
• Support the ongoing servicing and retention of existing client relationships.

Skills

Client planning

Relationship management

Financial analysis

Planning discussions

Communication

Team collaboration

Education

CFP designation in good standing

Tools

Financial planning software

Job description

Ellerbrock-Norris Wealth Strategies seeks a Financial Planner to guide clients toward long-term financial success through comprehensive planning and strategic guidance.

This role emphasizes building client relationships, delivering tailored plans, and collaborating with senior advisors to grow our Wealth Strategies practice in Omaha.

A CFP designation with 3+ years of experience is required; you will work directly with clients in a planning-focused environment.