Senior Financial Planner + Fast-Paced + Omaha

Overview

Are you a Certified Financial Planner (CFP) who thrives in a fast-paced, client-focused setting? Do you excel at cultivating lasting relationships with high-net-worth individuals? This opportunity may align with your experience. Our client is seeking a Senior Financial Planner to join a growing, family-oriented firm that prioritizes professionalism, integrity, and exceptional client service. This is a non-sales, client-facing role in which you will work closely with the firm’s President and other financial planners to provide strategic financial guidance to clients.

What You'll Do

• Collaborate with high-net-worth clients to develop and implement estate and tax planning strategies
• Join client meetings with the President to deliver expert financial planning recommendations
• Manage multiple client interactions daily in a fast-paced, detail-driven environment
• Deliver an outstanding client experience by building relationships grounded in trust and respect
• Maintain strong organizational skills to manage multiple priorities smoothly

What They’re Looking For

• CFP Certification Required (Certified Financial Planner)
• Bachelor's degree in Finance or Business
• Minimum of 3 years of CFP experience preferred
• Background in estate planning and tax planning is a plus, not required
• Strong client service mindset with a focus on relationship building over transactions
• Exceptional attention to detail, organization, and time management

Why Join Our Client

• Fast-growing firm with a bright future ahead
• Collaborative, professional team where your contributions are valued
• Work-life balance with a traditional Monday through Friday schedule (8:00 AM to 5:00 PM)
• Culture of collaboration, led by an experienced, people-focused President

How to Apply

If you want to bring your financial planning expertise to a firm that values client relationships and professional excellence, submit your application today. For confidential consideration, please complete the Lutz application for this role on our website: www.lutz.us/current-opportunities. You may also send your resume to Jana Stone at [email protected]. Confidentiality is important, and your resume will not be forwarded to the client without your permission.

Job Details

• Job Number: 3458578 SG#HP
• Job Type: Full-time
• Pay: $80,000.00 - $125,000.00 per year
• Benefits: 401(k), Dental insurance, Health insurance, Paid time off, Vision insurance
• Location: Omaha, NE 68154
• Work Location: In person