Nebraska

Finance Jobs in Nebraska

9 jobs found

Include remote jobs

15d ago

Senior Financial Planner + Fast-Paced + Omaha

Lutz and Company Omaha, NE

Omaha, NE

15d ago

$80k - $125k/yr Full time Senior Advisor Client Relations

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Job Description

This Senior Financial Planner role at Lutz and Company is a non-sales, client-facing position focused on high-net-worth clients and estate and tax planning within a fast-paced, relationship-driven environment. The onsite role is based in Omaha, Nebraska, with a salary range of USD 80,000 to 125,000 per year. It requires at least 3 years of experience and a Bachelor’s degree in Finance or Business, and involves collaboration with the firm’s President to deliver strategic financial guidance.

Responsibilities

Collaborate one-on-one with high-net-worth clients to design and implement estate and tax planning strategies
Co-lead client meetings with the firm President to provide expert financial planning guidance
Manage a high volume of client interactions daily in a fast-paced, detail-oriented environment
Deliver exceptional service by building relationships grounded in trust and respect
Apply strong organizational skills to balance multiple priorities with ease

Requirements

CFP Certification Required (Certified Financial Planner)
Bachelor's degree in Finance or Business
High attention to detail, strong organization, and time-management abilities
Minimum of three years of professional financial planning experience

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Why join our client?

Fast-growing firm with an attractive outlook
Close-knit, professional team where your contributions are valued
Work-life balance with a traditional Monday through Friday schedule (8 AM - 5 PM)
Collaborative culture alongside an experienced, people-focused President

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16d ago

Client Relationship Manager + Wealth Management + Omaha

Lutz and Company Omaha, NE

Omaha, NE

16d ago

$80k - $200k/yr Full time Manager Client Client Relations

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Job Description

In Omaha, NE, Lutz and Company operates a private-office style wealth management practice. The Client Relationship Manager role delivers concierge-level service to a curated group of high-net-worth clients. This non-sales position prioritizes trust, discretion, and a seamless, elevated client experience.

Responsibilities

Serve as the primary point of contact for a curated group of high-net-worth clients (approximately 50 relationships).
Deliver a concierge level experience, anticipating needs, solving problems, and ensuring every interaction feels effortless.
Coordinate across internal teams to ensure client requests are executed flawlessly.
Build strong, long-term relationships grounded in trust, responsiveness, and attention to detail.
Handle sensitive and confidential information with the highest level of professionalism.

Requirements

Proven experience delivering white glove service to high-end clientele.
Background in Wealth Management, Family Office, Private Banking, or a similar environment preferred.
Experience supporting high-profile executives or serving in a high-end Executive Assistant capacity may also translate well.
Track record of working with High Net Worth (HNW) or Ultra High Net Worth (UHNW) individuals.
Highly polished communication skills with a proactive, service-first mindset.
Exceptional attention to detail and ability to anticipate client needs.

The Environment

Boutique, relationship-driven setting with a strong emphasis on discretion and service excellence.
Opportunity to work closely with leadership and make a direct impact on client satisfaction.
Focus on quality over quantity, prioritizing deep relationships over high-volume client turnover.

Why This Role Stands Out

No business development expectations; this is purely about delivering an elite client experience.
A chance to work with a highly selective client base where your work truly matters.
Ideal for someone who thrives in a refined, high-touch service environment and wants to be valued for it.

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25d ago

Asset Manager + Growth Opportunity + Omaha

Lutz and Company Omaha, NE

Omaha, NE

25d ago

$90k - $115k/yr Full time Manager Asset Management Business Development

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Job Description

This asset management role emphasizes owning and improving a real estate portfolio within a lean, entrepreneurial environment. You will drive value through development, acquisitions, and strategic risk management, with on-site responsibilities in Omaha, Nebraska. Compensation ranges from USD 90,000 to 115,000 per year.

Location

Omaha, Nebraska — on-site

Compensation

Salary: USD 90,000 to 115,000 per year

Responsibilities

Oversee portfolio performance across a real estate asset base, with a focus on maximizing value and long-term returns
Identify and quantify risk across the portfolio, including market dynamics, lease maturities, and regulatory considerations
Collaborate with property management while operating at a strategic, ownership-focused level
Model asset performance using financial projections, cash flow analysis, and scenario testing
Assess opportunities for development, acquisitions, repositioning, or disposition
Develop structural foundations where practices and processes do not yet exist, including playbooks
Contribute meaningfully to a growing organization where your input and ideas are valued

Requirements

Strong attention to detail with the ability to think critically and connect related data
Effective communication across all levels of the organization
Proactive, hands-on approach with a willingness to contribute rather than coast
High level of professionalism, discretion, and confidentiality

Technologies

Microsoft Excel

Benefits

Performance-based bonus structure

Nice-to-Haves

Background in real estate, development, investment banking, or asset management
Experience with financial modeling and advanced Excel functions (Index/Match, VLOOKUP, sensitivity analysis)
Exposure to institutional environments or structured training programs
Strong business intuition and judicious use of judgment alongside quantitative analysis

Why this opportunity stands out

High visibility within a lean, entrepreneurial leadership team
Family-owned culture that values every contribution
Clear path for long-term growth and advancement
Performance-based bonus opportunities linked to portfolio success

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1mo ago

Senior Operations Accountant – Occasional travel to Denver & Salt Lake City!

Elevate Search Partners Omaha, NE

Omaha, NE

1mo ago

$85k - $95k/yr Full time Senior Accountant Accounting

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Job Description

Position Details

Senior Operations Accountant – Occasional travel to Denver and Salt Lake City

Location: Omaha, NE 68127

Opportunity Overview

Join a nationally respected service business that is expanding its accounting team with a newly created, high impact role at the Omaha headquarters. The position will support the general managers of the Denver and Salt Lake City units, with occasional travel to those locations to strengthen relationships and trust.

Key Responsibilities

Own the month-end close process for two regional locations, including full responsibility for monthly close, reporting, and analytics
Partner closely with General Managers to prepare for monthly financial reviews and support strong operational decision-making as their right-hand business partner
Produce and analyze operational reporting, including job costing, labor trends, and overtime analysis
Collaborate with leaders including the Controller and Director of Finance on model analysis, forecasting, acquisition projects, and system upgrades

Team and Work Environment

The company maintains a focused, no-nonsense team that values collaboration. The role offers a flexible and hybrid work schedule to support work-life balance, and you will have opportunities to visit the two business units in person as frequently as needed. Travel to Denver and Salt Lake City will be arranged as appropriate, with direct flight options from Omaha.

Travel Details

Occasional travel to Denver and Salt Lake City to engage with the respective general managers and teams.

Compensation and Benefits

Pay: $85,000.00 - $95,000.00 per year

Benefits: 401(k)
Health insurance
Work from home
Work location: In person

Work Location and Address

Location: Omaha, Nebraska 68127

How to Apply

For confidential consideration, contact Sam Montag at Elevate Search Partners at (402) 935-8800 or smontag@elevatesearchpartners.com.

Elevate Core Values

Fearlessly execute, we get the job done
Relentlessly pursue the best version of ourselves
Operate with humility, kindness, and authenticity
Deliver beyond what is expected
Earn lifelong trusted advisor status

Elevate Mission Statement

To provide extraordinary recruiting, selection, and career advisory services, helping professionals and organizations reach their full potential.

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1mo ago

Lead Associate Financial Services Consultant – Hybrid

Mutual of Omaha Nebraska Hybrid

Nebraska

1mo ago

$65k - $70k/yr Full time Annuities Associate Compliance

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Job Description

Overview

Location: Hybrid remote in Nebraska | Employment Type: Full Time Regular | Job No: 504648 | Category: Advisor | Application Closes: March 17, 2026

Role summary

The Lead Associate Financial Services Consultant assists the insurance and investment needs of Mutual of Omaha associates, retirees, field staff, and their families. The role serves as a hands-on working lead within the Associates Financial Services Office, combining daily team support with meaningful individual client interactions.

What we offer

Estimated Salary: $65,000-$70,000, plus an annual bonus opportunity.
401(k) plan with a 2% company contribution and a 6% company match.
Work-life balance with vacation, personal time, and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

What you will do

Act as a working lead within the Associates Financial Services Office, providing day-to-day direction, guidance, and support to associates, escalating complex or sensitive issues as needed.
Collaborate with leadership to coordinate work, manage schedules, and prioritize workloads to ensure timely and accurate service delivery.
Coach, mentor, and train team members, including onboarding and ongoing development of new associates.
Market Mutual of Omaha insurance and investment products to eligible associates, retirees, and their families through presentations, seminars, lunch-and-learns, and orientation sessions; support internal educational outreach efforts as needed.
Ensure compliance with all applicable state, federal, and corporate regulations, sales practices, and licensing requirements, while completing continuing education to stay current on products and industry standards.

What you will bring

Strong knowledge of life, health, annuity, and property/casualty insurance coverages, plus retirement and estate planning concepts.
In-depth understanding of insurance contract administration, servicing practices, and related regulatory requirements.
Effective marketing, communication, and interpersonal skills with the ability to build trust and influence others.
Background in financial planning and individual insurance marketing and sales, with solid PC and system skills.
Active health and life insurance license (or ability to obtain), along with FINRA registration (SIE and Series 6 or 7, and Series 63 if applicable) within six months of hire.
Supports a culture of diversity and inclusion, values diverse ideas and opinions, and engages with curiosity in all that you do.
Ability to work at the home office in Omaha, Nebraska, in a hybrid environment.

Preferred qualifications

5+ years of experience selling Mutual of Omaha insurance products.

Location and work environment

Hybrid work arrangement with the ability to work from the home office located in Omaha, Nebraska.

How to apply

If your experience aligns with the listed requirements, submit your application. For questions about your application or the hiring process, email our Talent Acquisition team at careers@mutualofomaha.com. Please allow at least one week from the time of applying if you are checking on the status.

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1mo ago

Senior Accountant- OMAHA, NE, 9 month contract

Cornerstone Staffing, Inc Omaha, NE

Omaha, NE

1mo ago

Full time Senior Accountant Accounting

Apply Now

Job Description

Overview

The Senior Accountant reports to the Controller and oversees general accounting operations by controlling and verifying our financial transactions. This role supports the preparation of financial statements and ensures accurate month end procedures.

Key Responsibilities

Assist in the preparation and review of monthly financial statements
Perform monthly balance sheet reconciliations and record monthly journal entries
Execute month end close activities
Record inter-company transactions and billing
Support quarterly and annual audits
Assist with forecasting and budgeting efforts
Analyze current processes and recommend improvements
Other duties as assigned

Qualifications

Bachelor’s degree in Accounting or Finance
5 years of accounting or finance experience
Strong ERP background
Strong Excel skills

Details

Location: Omaha, NE

Engagement: 9 month contract

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1mo ago

Accountant - Long Term Contract

InSearch Omaha, NE

Omaha, NE

1mo ago

$40 - $45/hr Full time Accountant Accounting Assistant Controller

Apply Now

Job Description

Role Overview

InSearch is seeking an experienced accounting professional for a nine-month, long-term contract. The ideal candidate will bring advanced accounting expertise coupled with leadership abilities to support a fast-growing organization. The position offers competitive pay and a potential completion incentive for successful delivery.