Investment Advisor + Lutz Financial

Lutz

Omaha (NE)

On-site

USD 110,000 - 160,000

Full time

7 days ago

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Benefits offered by this job

Competitive base salary

401k matching

Profit-sharing

New client referral incentives

Certification exam incentives

Paid holidays

PTO

Flexible schedule

Wellness events

Dress for your day

Job summary

Lutz Financial, in Omaha, NE, is seeking an experienced Investment Advisor to lead comprehensive financial planning for high-net-worth clients. You will craft goals-based plans covering retirement, investments, taxes, and estate considerations, meeting clients in person, virtually, or by phone while coordinating with CPA and investment partners.

Join a team that values integrity, humanity, and brainpower, offering a collaborative environment, professional development, and a strong commitment to

Qualifications

Minimum 5+ years in financial planning or wealth management.
Bachelor’s degree in finance, accounting, or business required.
CFP designation preferred.
Strong planning skills across investments, retirement, tax, estate and risk.
Excellent communication; proven ability to manage client relationships.

Responsibilities

Serve as lead advisor and planner for high-net-worth clients.
Develop and maintain customized financial plans addressing retirement, investments, taxes, and estate needs.
Conduct client meetings in person, virtual, or phone.
Coordinate with investment teams and CPA partners to deliver integrated planning.
Grow relationships to generate referrals and new business opportunities.
Provide fiduciary client service and support operations as needed.

Skills

Client relationship management

Financial planning

Communication skills

Presentation skills

Organization

Team collaboration

Tech-savvy

Education

Bachelor's degree in finance/related field

CFP designation (preferred)

Tools

Financial planning software

Portfolio software

Job description

Company: Lutz Financial

Level: Experienced (5+ years of experience)

Type: Full-Time

Location: Omaha, NE

ABOUT LUTZ

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters.

At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

FINANCIAL

Lutz Financial takes a comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique goals, whether that’s building a secure financial future, managing investments, or designing retirement plans for businesses. Our team is backed by decades of experience and a range of industry-leading credentials, including CFP®, CFA®, and CPA. What sets us apart? We dive deep—examining every aspect of a client’s financial life, from cash flow and education planning to tax strategies and estate considerations. If you’re passionate about helping individuals and businesses thrive financially, Lutz Financial is the perfect place to grow your career while making a meaningful impact.

We like it here, and we think you will, too.

MAKE AN IMPACT

As an Investment Advisor, you will:

Serve as the advisor and lead planner for high-net-worth individuals and families, delivering comprehensive, goals-based financial planning and ongoing wealth management
Develop, present, and maintain customized financial plans that address the full picture of each client's financial life, including: Retirement and cash flow planning / Investment strategy and asset allocation / Tax-efficient planning in coordination with our CPA affiliate / Estate, trust, and wealth transfer considerations / Charitable planning / Risk management and insurance / Education funding and other long-term goals
Conduct client meetings (in-person, virtual, and phone) across the full relationship lifecycle, from discovery and plan design to implementation and periodic reviews
Guide clients through key life and wealth events, such as retirement, business transitions, inheritance, and major liquidity decisions, with tailored, disciplined advice
Coordinate with the firm's investment team, CPA partners, and outside professionals (attorneys, insurance specialists) to deliver a fully integrated planning experience
Deepen and expand existing client relationships while cultivating referrals and new business opportunities that support the firm's long-term growth
Serve as a trusted, client-facing representative of Lutz Financial, reinforcing our commitment to fiduciary excellence and exceptional client service
Assist operations and administrative teams as needed

QUALIFICATIONS

5+ years of comprehensive financial planning or wealth management experience, preferably serving high-net-worth individuals and families
Bachelor's degree in finance, accounting, or business
CFP® designation preferred
Strong command of financial planning strategy across investments, retirement and cash flow, tax, estate and wealth transfer, and risk management
Excellent communication and presentation skills, with the ability to explain complex topics in a clear and relatable way
Proven ability to build, deepen, and retain long-term client relationships and manage a book of business
Highly organized, adaptable, and comfortable managing priorities in a fast-paced environment
Tech-savvy, proactive, and detail-oriented with strong analytical skills, including proficiency with financial planning and portfolio software
Team-oriented mindset with a commitment to collaboration and client service

BENEFITS

Investments & Incentives