Top 2 Certified financial planner Jobs in Omaha, Ne

Certified Financial Planner
Ellerbrock-Norris —Omaha, NE
- $85,000 - $175,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
6d
Wealth Management Advisor - Omaha, NE
TIAA —Omaha, NE
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development

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Certified Financial Planner

Ellerbrock-Norris -
Omaha, NE

Quick Apply

Job Details

Full-time
$85,000 - $175,000 a year
6 days ago

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Employee assistance program
Vision insurance
Life insurance
Retirement plan

Qualifications

Estate planning needs analysis
Teamwork
Customer relationship building
CFP
Interpersonal skills
Income tax planning
Business development
Analysis skills
Investment client management
Organizational skills
Cross-functional collaboration
Estate planning
Retirement planning advisory services

Full Job Description

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

Quick Apply

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certified financial planner jobs in omaha, ne

Certified Financial Planner

Wealth Management Advisor - Omaha, NE

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