UHNW Wealth Planning Associate

Hemphill Search Group, Inc.; Omaha (NE); On-site; USD 60,000 - 80,000; Full time

Job summary

Hemphill Search Group, Inc. in Omaha is seeking an Associate Planner to join a recognized wealth and investments firm. In this role, you will develop complex planning strategies for high-net-worth clients, supported by a unique team of leaders. You will work closely with planners, gaining exposure to diverse planning philosophies and collaborative strategies.

This position offers the opportunity to analyze financial data and deliver tailored planning recommendations within a successful team environment.

Qualifications

• Strong analytical skills to assess financial data and client needs.
• Ability to work collaboratively within a team environment.
• Detail-oriented approach to delivering planning recommendations.

Responsibilities

• Research and design planning strategies in line with the firm's core disciplines.
• Analyze financial data and steward client information.
• Deliver planning recommendations aligned to the firm's philosophy.

Job description

Hemphill Search Group, Inc. in Omaha is seeking an Associate Planner to join a recognized wealth and investments firm. In this role, you will develop complex planning strategies for high-net-worth clients, supported by a unique team of leaders. You will work closely with planners, gaining exposure to diverse planning philosophies and collaborative strategies.

This position offers the opportunity to analyze financial data and deliver tailored planning recommendations within a successful team environment.