Senior Financial Planner + Fast-Paced + Omaha

Are you a Certified Financial Planner (CFP) who thrives in a fast-paced, client-focused environment? Do you excel at estate and tax planning while building lasting relationships with high-net-worth individuals? If so, this opportunity could be the perfect fit for you!

Our client is seeking a Senior Financial Planner to join a growing, family-oriented firm that values professionalism, integrity, and client service above all else. This is a non-sales, client-facing role, where you’ll collaborate closely with the firm’s President and other financial planners to provide strategic financial guidance to clients.

What You’ll Do:

·       Work directly with high-net-worth clients to develop and implement estate and tax planning strategies

·       Partner with the firm’s President in client meetings to offer expert financial planning advice

·       Manage multiple client interactions daily in a fast-paced, detail-driven environment

·       Ensure an exceptional client experience by fostering relationships built on trust and respect

·       Maintain top-tier organizational skills to juggle multiple priorities seamlessly

What They’re Looking For:

·       CFP Certification Required (Certified Financial Planner)

·       Bachelor's degree in Finance or Business

·       Minimum of 3 years of experience as a CFP preferred

·       Background in estate planning and tax planning

·       Strong client service mindset – our client prioritizes relationships over transactions

·       High attention to detail, organization, and time management

Why Join Our Client?

·       Fast-growing firm with an exciting future ahead

·       Tight-knit, professional team where your contributions truly matter

·       Work-life balance – traditional Monday-Friday schedule (8 AM - 5 PM)

·       Collaborative culture – work alongside an experienced, people-focused President

If you're ready to bring your financial planning expertise to a firm that values both client relationships and professional excellence, apply today!

For confidential consideration, please click the APPLY button below. We understand that confidentiality is extremely important, and your resume will NOT be forwarded to our client without your permission.

Job Number – 3458578SG