Company: Lutz Financial
Level: Experienced (5+ 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 an Investment Advisor, you will:
- Serve as the advisor and lead planner for high-net-worth individuals and families, delivering comprehensive, goals-based financial planning and ongoing wealth management
- Develop, present, and maintain customized financial plans that address the full picture of each client's financial life, including:
- Retirement and cash flow planning
- Investment strategy and asset allocation
- Tax-efficient planning in coordination with our CPA affiliate
- Estate, trust, and wealth transfer considerations
- Charitable planning
- Risk management and insurance
- Education funding and other long-term goals
- Conduct client meetings (in-person, virtual, and phone) across the full relationship lifecycle, from discovery and plan design to implementation and periodic reviews
- Guide clients through key life and wealth events, such as retirement, business transitions, inheritance, and major liquidity decisions, with tailored, disciplined advice
- Coordinate with the firm's investment team, CPA partners, and outside professionals (attorneys, insurance specialists) to deliver a fully integrated planning experience
- Deepen and expand existing client relationships while cultivating referrals and new business opportunities that support the firm's long-term growth
- Serve as a trusted, client-facing representative of Lutz Financial, reinforcing our commitment to fiduciary excellence and exceptional client service
- Assist operations and administrative teams as needed
QUALIFICATIONS
- 5+ years of comprehensive financial planning or wealth management experience, preferably serving high-net-worth individuals and families
- Bachelor's degree in finance, accounting, or business
- CFP® designation preferred
- Strong command of financial planning strategy across investments, retirement and cash flow, tax, estate and wealth transfer, and risk management
- Excellent communication and presentation skills, with the ability to explain complex topics in a clear and relatable way
- Proven ability to build, deepen, and retain long-term client relationships and manage a book of business
- Highly organized, adaptable, and comfortable managing priorities in a fast-paced environment
- Tech-savvy, proactive, and detail-oriented with strong analytical skills, including proficiency with financial planning and portfolio software
- Team-oriented mindset with a commitment to collaboration and client service
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