CFP-Track Financial Planner — Client-Focused Growth

Cornerstone Financial Group, LLC

Omaha (NE)

On-site

USD 80,000 - 105,000

Full time

8 hours ago

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Benefits offered by this job

$80,000-$105,000 base salary

Bonus up to 10% based on experience

Fully paid family health insurance

SIMPLE IRA with 3% match

13 paid holidays, plus 3 weeks PTO/s E

Job summary

Cornerstone Financial Group in Omaha is hiring a Financial Planner to lead new client relationships and work with firm partners on planning and investment needs. The long-term goal is to grow into a senior financial planner with your own client relationships and support staff.

You’ll begin by supporting our senior planners, preparing meeting materials, financial plans, and analyses; meeting with prospective clients; collaborating with a shared support team to ensure timely service; staying

Qualifications

CFP certification highly preferred; progress toward designation acceptable.
Experience leading client relationships in a planning-focused environment preferred.
Fiduciary mindset and focus on positive client outcomes.
Comfort handling complex, detail-heavy planning tasks independently.

Responsibilities

Prepare meeting materials, financial plans, and analyses for client conversations.
Support senior partners in retirement income, investments, tax strategy, and estate planning.
Meet with prospective clients and manage relationships end-to-end.
Collaborate with the support team to ensure consistent and timely client service.
Work with senior partners to improve our planning processes and stay current on industry changes.