Senior Financial Planner for High‑Net‑Worth Clients

Stevens Capital Partners; Omaha (NE); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Health and dental plan

Paid time off and holidays

Retirement savings plan

Professional development assistance

Job summary

A leading financial advisory firm in Omaha is seeking a Financial Planner or Senior Financial Planner to construct financial plans for high-net-worth clients. Responsibilities include working closely with advisors, conducting research, and managing client relationships. Ideal candidates possess a relevant bachelor's degree and 3–7 years of experience. This role provides a competitive salary and excellent benefits, including a generous health plan and professional development assistance.

Qualifications

• 3–5 years of professional experience for Financial Planner; 5–7 years for Senior Planner.
• Clean regulatory background with familiarity in compliance requirements.
• Ability to recognize inefficiencies and develop processes for improvement.

Responsibilities

• Collaborate closely with financial advisors.
• Build comprehensive financial plans for high-net-worth clients.
• Conduct research across all areas of financial planning.

Skills

Proficiency creating financial plans

Communication skills

Attention to detail

Project management skills

Team collaboration

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

CRM systems (Schwab, Fidelity)

Money Guide Pro

eMoney

Job description

A leading financial advisory firm in Omaha is seeking a Financial Planner or Senior Financial Planner to construct financial plans for high-net-worth clients. Responsibilities include working closely with advisors, conducting research, and managing client relationships. Ideal candidates possess a relevant bachelor's degree and 3–7 years of experience. This role provides a competitive salary and excellent benefits, including a generous health plan and professional development assistance.