Company: Lutz Financial

Level: Experienced (3+ years of experience)

Type: Full-Time

Location: Omaha, NE

ABOUT LUTZ

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters.

At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

FINANCIAL

Lutz Financial takes a comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique goals, whether that’s building a secure financial future, managing investments, or designing retirement plans for businesses. Our team is backed by decades of experience and a range of industry-leading credentials, including CFP®, CFA®, and CPA. What sets us apart? We dive deep—examining every aspect of a client’s financial life, from cash flow and education planning to tax strategies and estate considerations. If you’re passionate about helping individuals and businesses thrive financially, Lutz Financial is the perfect place to grow your career while making a meaningful impact.

We like it here, and we think you will, too.

MAKE AN IMPACT

As a Financial Advisor, you will:

• Provide one-on-one financial guidance to plan participants, including retirement readiness assessments, asset allocation recommendations, and contribution strategies to employees of employer-sponsored retirement plans (primarily 401(k) plans) managed by Lutz Financial
• Conduct individual participant meetings (in-person, virtual, and phone) during enrollment, re-enrollment, and ongoing plan support
• Support participants through key life and career events by offering tailored financial planning related to retirement income, budgeting, risk management, and long-term goals.
• Provide holistic financial planning services aligned with participant needs and firm offerings, including:
• Retirement income planning
• Cash flow and budgeting guidance
• Risk management and insurance considerations
• Education funding and other long-term financial goals
• Create and deliver engaging financial education content for new hires, annual enrollment, re-enrollment, and financial wellness initiatives.
• Collaborate closely with Retirement Plan Advisors and internal teams to align communication plans, coordinate meeting schedules, and enhance participant engagement.
• Serve as a trusted, participant-facing representative of Lutz Financial, reinforcing our commitment to fiduciary excellence and exceptional client service.
• Regular travel to client locations is required to support participant education, enrollment meetings, and one-on-one advisory sessions (majority travel is local and conducted during normal business hours; occasional overnight if necessary.)
• Assisting operations and administrative teams as needed

QUALIFICATIONS 

• 3+ years of financial planning, retirement plan advising, or participant-facing financial services experience
• Bachelor’s degree in finance, accounting, or business
• CFP® designation preferred (or current candidate)
• Strong understanding of retirement plan concepts, investment fundamentals, and financial planning principles
• Excellent communication and presentation skills, with the ability to explain complex topics in a clear and relatable way
• Proven ability to build relationships, engage participants, and deliver both individual and group education
• Highly organized, adaptable, and comfortable managing priorities in a fast-paced environment
• Tech-savvy, proactive, and detail-oriented with strong analytical skills
• Team-oriented mindset with a commitment to collaboration and client services

BENEFITS 

Investments & Incentives

Competitive Base Salary | Matching 401k Program | Profit-Sharing |New Client Referral Incentives | Professional Certification Exam Incentives

Lifestyle Balance

Paid Holidays | Paid Time Off (PTO) | Flexible Schedule |Employee Appreciation Events | Social Events | Family Outings

Professional Development

Formal Mentor Program | Continuing Education | Leadership Development Program | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License Support

Health & Wellness

Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program

Office Perks

“Dress for Your Day” Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks