Planning-First Financial Planner (CFP) — Path to Advisor

Ellerbrock-Norris; Omaha (NE); Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

Ellerbrock-Norris Wealth Strategies in Omaha is seeking a Financial Planner who enjoys the planning work and is a CFP® professional. This planning-first role focuses on analyzing a client’s financial picture, identifying opportunities, and developing thoughtful strategies with Senior Wealth Advisor.

You'll start by building plans, participating in meetings, and learning our planning philosophy, with a clear path to greater client responsibility and potential advancement to an Advisor role.

Qualifikationen

• 3+ years of hands-on financial planning experience.
• Experience developing or supporting comprehensive financial plans.
• Strong understanding of retirement, investment, tax, and estate planning concepts.
• Strong analytical and problem-solving skills.
• Ability to communicate complex financial concepts clearly.
• Desire to work directly with clients and grow your client-facing responsibilities over time.
• Collaborative, team-oriented approach.

Aufgaben

• Develop comprehensive financial plans based on each client’s goals, needs, and financial circumstances.
• Analyze client financial information and identify planning opportunities.
• Develop strategies across retirement, investments, tax-efficient planning, estate planning considerations, wealth transfer, and other areas of a client’s financial life.
• Prepare for and participate in discovery, planning, review, and recommendation meetings.
• Partner closely with our Senior Wealth Advisor to develop and communicate planning strategies.
• Help clients understand complex financial decisions and the strategies available to them.
• Coordinate with clients, internal team members, and outside professionals to support implementation of planning recommendations.
• Support the ongoing service and retention of existing client relationships.
• Gradually assume greater responsibility for client conversations and relationships as you grow in the role.
• Identify opportunities to improve client outcomes through proactive financial planning.
• Stay current on financial planning strategies, industry developments, and regulatory changes.
• Collaborate across the Wealth Strategies team to provide a seamless client experience.
• Contribute ideas to continuously improve our planning processes, tools, and client deliverables.

Kenntnisse

Financial planning

Client communication

Analytical thinking

Jobbeschreibung

Ellerbrock-Norris Wealth Strategies in Omaha is seeking a Financial Planner who enjoys the planning work and is a CFP® professional. This planning-first role focuses on analyzing a client’s financial picture, identifying opportunities, and developing thoughtful strategies with Senior Wealth Advisor.

You'll start by building plans, participating in meetings, and learning our planning philosophy, with a clear path to greater client responsibility and potential advancement to an Advisor role.