Strategic Financial Planner: Remote, Growth & Certification

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

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.