Location: On-site, Omaha, NE
About Ellerbrock-Norris
At Ellerbrock-Norris Wealth Strategies, we help clients protect their purpose through thoughtful financial planning, wealth management, retirement planning, tax-efficient strategies, and long-term stewardship.
We believe great financial advice goes beyond investments. Our advisors help clients make confident decisions about their future while building trusted relationships that span generations.
About the Role
The Financial Planner works alongside our Wealth Strategies team to help clients achieve long-term financial success through comprehensive financial planning and strategic guidance.
This role is ideal for a CFP professional who enjoys working directly with clients and developing thoughtful financial planning strategies. The successful candidate may bring an existing book of business, but it is not required. More importantly, we're looking for someone who has experience building client relationships, participating in planning discussions, and helping clients navigate important financial decisions.
During the first year, the Financial Planner will spend significant time learning our clients, participating in meetings, understanding our planning philosophy, and partnering closely with senior advisors. Over time, this individual will assume greater responsibility for client relationships and become a key contributor to the continued growth of our Wealth Strategies practice.
What You'll Do
Client Planning & Relationship Management
- Participate in discovery, planning, review, and recommendation meetings with clients
- Develop and deliver comprehensive financial plans tailored to client goals
- Build trusted relationships with clients and their families
- Assist clients with retirement planning, investment strategy, estate planning considerations, tax-efficient planning, and wealth transfer strategies
- Help clients navigate complex financial decisions with clarity and confidence
- Support the ongoing servicing and retention of existing client relationships
Planning & Strategy
- Analyze client financial information and identify planning opportunities
- Develop recommendations and planning strategies that align with client goals
- Collaborate with internal advisors and support staff to deliver a seamless client experience
- Stay current on industry trends, regulations, planning techniques, and investment strategies
- Contribute to the continuous improvement of planning processes and client deliverables
Business Development & Growth
- Cultivate relationships that lead to future business opportunities
- Develop referral relationships with clients and centers of influence
- Participate in community and networking activities
- Contribute to the growth of the firm's wealth management practice
- If applicable, transition and manage an existing book of business
What We're Looking For
Required
- CFP® designation in good standing
- 3+ years of experience in financial planning, wealth management, or a related advisory role
- Experience working directly with clients in a planning-focused environment
- Strong understanding of retirement, investment, estate, and tax planning concepts
- Excellent communication and relationship-building skills
- Strong analytical and problem-solving abilities
- Ability to work collaboratively in a team-oriented environment
Preferred
- Experience helping build, manage, or support a book of business
- Existing client relationships or transferable assets
- Experience working with high-net-worth individuals and business owners
- Familiarity with financial planning software and wealth management technology
- CEPA, CExP, or interest in pursuing advanced planning designations
What Success Looks Like
First 12 Months
- Learn EN's planning philosophy, processes, and client experience
- Participate in client meetings and planning engagements
- Build strong internal relationships across the organization
- Gain a deep understanding of existing client relationships
- Begin taking ownership of planning responsibilities and client interactions
Long-Term
- Become a trusted advisor to clients and their families
- Manage and grow a portfolio of client relationships
- Contribute to the continued growth of the Wealth Strategies division
- Help strengthen EN's reputation as a trusted financial planning and wealth management partner
Pay: $85,000.00 - $175,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Retirement plan
- Vision insurance
Work Location: In person
