Financial Planner

Sales Match; Omaha (NE); Hybrid; USD 68,880 - 117,096; Part time

Benefits offered by this job

Health, dental, and vision insurance

Paid time off and sick leave

Professional development opportunities

Certification support

Flexible work schedule

Job summary

A financial services company is seeking a skilled Financial Planner to assist clients in achieving their financial goals through comprehensive planning. Responsibilities include analyzing financial situations, developing personalized plans, and providing continuous support. Ideal candidates have a Bachelor's degree in Finance or a related field, 4+ years of experience, and expertise in retirement planning and tax optimization. This role offers competitive hourly pay, flexible work options, and benefits including health and dental insurance.

Qualifications

• 4+ years of financial planning experience.
• Knowledge of retirement planning, investment management, and tax optimization.
• Ability to analyze financial data and provide actionable recommendations.

Responsibilities

• Understand clients' financial goals, risk tolerance, and current position.
• Develop financial plans covering investments, retirement, estate planning, and insurance.
• Assist with budgeting, debt management, and planning for life events.

Skills

Retirement planning

Investment strategy

Tax optimization

Risk management

Strong communication

Analyzing financial data

Education

Bachelor’s degree in Finance, Economics, Accounting or related field (CFP preferred)

Tools

Financial planning software

Microsoft Office

Job description

We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. In this role, you’ll analyze clients’ financial situations, create personalized plans, and guide them through implementation. If you have expertise in retirement planning, investment strategy, tax optimization, and risk management, we’d love to hear from you.

Key Responsibilities

• Understand clients' financial goals, risk tolerance, and current position
• Develop financial plans covering investments, retirement, estate planning, and insurance
• Recommend products and strategies based on clients’ needs
• Assist with budgeting, debt management, and planning for life events (e.g., home buying, retirement)
• Review and adjust plans as clients’ situations or market conditions change
• Provide advice on investment options, tax-saving strategies, and asset protection
• Stay updated on financial trends, market changes, and tax laws
• Build long‑term relationships, offering continuous support

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field (CFP preferred)
• 4+ years of financial planning experience
• Knowledge of retirement planning, investment management, and tax optimization
• Strong communication and relationship‑building skills
• Ability to analyze financial data and provide actionable recommendations
• Proficient in financial planning software and Microsoft Office

Competitive hourly pay: $50 - $85

Flexible work schedule and remote work options

Health, dental, and vision insurance

Paid time off and sick leave

Professional development opportunities and certification support