Client-Focused Financial Planner — Path to Senior Leader

Cornerstone Financial Group, LLC; Omaha (NE); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Fully paid family health insurance

SIMPLE IRA with a 3% match

13 paid holidays

3 weeks PTO, sick, and personal leave

Company-paid CFP certification renewal

Job summary

Cornerstone Financial Group, LLC in Omaha seeks a Financial Planner to lead client relationships and support senior planners. You will learn our systems and grow toward a senior planner role with your own clients and staff.

You will prepare plans, analyze investments, and participate in client meetings while collaborating with partners and a support team to deliver high-touch service. A fiduciary mindset and growth mindset are essential.

Qualifications

• CFP certification is highly preferred; progress toward designation acceptable.
• Comfort handling complex planning tasks including retirement, taxes, and estate matters.
• Experience with planning-focused client relationships is required or strongly preferred.

Responsibilities

• Prepare meeting materials, financial plans, and analysis ahead of client conversations.
• Support senior partners in retirement, investments, tax strategy, and estate planning.
• Meet with prospective clients and manage relationships end-to-end.
• Collaborate with support staff to ensure timely client service.
• Work with partners to improve planning, investment advice, and processes.
• Stay current on planning strategies, technology, markets, and tax changes.

Skills

CFP certification

Client relationships

Fiduciary mindset

Self-starter

Detail oriented planning

Education

CPA/EA/CFA credentials preferred

Tools

Charles Schwab

Altruist

Right Capital

Redtail

Holistiplan

Microsoft Office

Job description

Cornerstone Financial Group, LLC in Omaha seeks a Financial Planner to lead client relationships and support senior planners. You will learn our systems and grow toward a senior planner role with your own clients and staff.

You will prepare plans, analyze investments, and participate in client meetings while collaborating with partners and a support team to deliver high-touch service. A fiduciary mindset and growth mindset are essential.