Financial Planner

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

The Opportunity

We're hiring a Financial Planner to join our Omaha office to lead new client relationships and work directly with firm partners serving the financial planning and investment needs of current clients. The long-term goal for this position is to grow into a senior financial planner with your own client relationships and support staff. You’ll begin by supporting our senior planners as you learn our systems and unique approach to providing financial advice. This encompasses meeting preparation, financial plan development, investment reporting, participating in portfolio design, ongoing client support and communication, and joining client meetings.

What You'll Do

• Prepare meeting materials, financial plans, and analysis ahead of client conversations, and manage the follow-up once decisions are made
• Support senior partners in delivering our comprehensive planning process across retirement income, investments, tax strategy, and estate considerations
• Meet with prospective new clients and manage relationships end-to-end
• Collaborate with our shared support team to keep client service consistent and timely
• Work directly with senior partners to continue to improve our internal financial planning, investment advice, and operational processes as the firm continues to grow
• Stay current on planning strategies, industry-leading technology, financial markets, and tax law changes

What We’re Looking For

• CFP® certification is highly preferred. If you're not yet certified, significant progress toward the designation plus a track record of leading client relationships in a planning-focused environment is required
• Candidates with CPA, EA, or CFA credentials will receive preference
• Comfort owning complex, detail-heavy planning tasks including retirement planning, portfolio analysis, tax projections, estate coordination independently
• Experience with Charles Schwab or Altruist, Orion Advisor Services, Right Capital, Redtail, Holistiplan, Microsoft Office Suite, general AI prompting is preferred
• A fiduciary mindset and a genuine interest in achieving positive client outcomes
• Self-starter, ability to take on new challenges and develop solutions that can be shared with other team members, excited about growing with a small team
• Someone who leads with kindness and works diligently to accomplish good in the world and make a meaningful difference in the lives of others

Compensation and Benefits

• $80,000-$105,000 base salary, plus a bonus of up to 10% based on experience and qualifications
• Potential future compensation adjustments based on led client relationships and new client growth
• Fully paid family health insurance
• SIMPLE IRA with a 3% match
• 13 paid holidays, plus three weeks of PTO, sick, and personal leave
• Company-paid CFP® certification renewal, continuing education, and additional professional development with approval
  

Why Cornerstone

We're a close-knit team of experienced professionals growing a practice built on client-first planning and deep technical skills. Our “secret sauce” to clients is delivering incredibly high-touch service, backed with research, evidence, and data (we don’t believe in black boxes), and delivering this all in a personal, deeply caring relationship. We believe that money is a tool, and we want to help our clients be the best stewards of their resources while enabling them to accomplish their life goals. We win when our clients win, and we want to be their biggest cheerleaders. You’ll have coworkers who are invested in your growth and bring their best to the table each day. We invest in our processes and our technology as we want our team to have the tools they need to be effective. We’re excited that we’re growing, and we’re doing so without losing the culture that got us here.