Financial Planner

4 weeks ago


Omaha, United States Creative Planning Full time

The Financial Planner is responsible for the last five of six steps in the CFP Boards Financial Planning Process. This individual interacts with clients on a daily basis to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES

  • Participates and conducts client meetings
  • Prepares the Financial Planning recommendations
  • Collaborates with members from each business line to best serve the client
  • Manages accuracy of internal Client Relationship Management (CRM) software
  • Implements Financial Planning recommendations
  • Monitors the Financial Plan and communicates with clients
  • Updates Financial Planning recommendations
  • Grey/overlapping tasks between department areas
  • All other duties as assigned

REQUIRED EXPERIENCE / QUALIFICATIONS

  • CFP
  • Relevant Educational Background (Finance, Accounting or Business Administration)
  • 3+ years financial services industry experience
  • Pass internal competency exams
  • Series 65 (or equivalent) attained within 120 days

TECHNICAL SKILLS

  • Microsoft Office proficiency
  • Keen attention to detail

  • Financial Planner

    2 months ago


    Omaha, United States Creative Planning Full time

    The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This individual interacts with clients on a daily basis to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more...


  • Omaha, United States Berkshire Hathaway Homestate Companies Full time

    Company:NICO National Indemnity CompanyAs a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in working with a successful company. We offer unparalleled financial strength, stability and "large company" benefits, in addition to an exciting, friendly, "small company" atmosphere.Want...


  • Omaha, United States National Indemnity Company Full time

    Company: NICO National Indemnity Company As a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in working with a successful company. We offer unparalleled financial strength, stability and "large company" benefits, in addition to an exciting, friendly, "small company" atmosphere....


  • Omaha, United States Berkshire Hathaway Homestate Companies Full time

    Company: NICO National Indemnity Company As a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in working with a successful company. We offer unparalleled financial strength, stability and "large company" benefits, in addition to an exciting, friendly, "small company" atmosphere....

  • Wealth Advisor

    5 days ago


    Omaha, United States Revolution Group LLC Full time

    Job Description Job Description Join our Team as a Wealth Advisor at Revolution Group, LLC in Omaha, NE Are you a passionate and driven individual looking to make a profound impact on the lives of individuals and families? Do you have a keen interest in financial planning, investment management, and providing comprehensive wealth advisory services? If so, we...

  • Wealth Advisor

    3 days ago


    Omaha, United States Revolution Group, LLC Full time

    Job DescriptionJob DescriptionJoin our Team as a Wealth Advisor at Revolution Group, LLC in Omaha, NEAre you a passionate and driven individual looking to make a profound impact on the lives of individuals and families? Do you have a keen interest in financial planning, investment management, and providing comprehensive wealth advisory services? If so, we...


  • Omaha, United States Penske Full time

    POSITION SUMMARY: The Maintenance Coordinator will complete maintenance customer service, inventory and administrative processes of the branch (branches) that support maintenance operational efficiency, effectiveness, customer satisfaction and profitability. The Maintenance Coordinator will provide superior customer service and communication to internal and...

  • Hotel General Manager

    9 hours ago


    Omaha, United States Gecko Hospitality Full time $65,000 - $70,000

    Hotel General Manager Omaha, NEFull Benefits PackageSalary up to 70k We are seeking an experienced hotel General Manager for a limited-service fantastic property in Omaha, NE. You will plan and supervise the activities of an extensive and diverse workforce to ensure the smooth and profitable running of the business. The hotel general manager needs to be...


  • Omaha, United States The Spear Group Full time

    Job DescriptionJob Description*The Spear Group has multiple Project Controls Professional positions available from junior level (1-3 years) to senior level (15+ years).Hybrid work at either Rahway, NJ site or West Point, PA site.Preferred - Primary Skills/Qualifications: · Provide PROJECT CONTROL leadership to prepare all monthly Project Control reporting...


  • Omaha, United States SOL Engineering Services Full time

    Job Description Job Description SOL Engineering Services, LLC is an engineering and technical services provider, with over 19 years of engineering and consulting experience. Our viability comes, in part, from utilizing the diverse backgrounds of the firm’s owners and the experiences of its team of approximately 100 engineers, scientists, technical subject...


  • Omaha, United States Quipt Home Medical Full time

    Job DescriptionJob DescriptionDescription:Quipt Home Medical is a rapidly growing leader in the provision of clinical respiratory equipment and service in the durable medical equipment industry. We are looking for driven individuals to come grow with us.Position: Customer Service RepresentativeBranch: Focus Respiratory, a subsidiary of Quipt Home...


  • Omaha, United States Sol Engineering Services Llc Full time

    Job DescriptionJob DescriptionSOL Engineering Services, LLC is an engineering and technical services provider, with over 19 years of engineering and consulting experience. Our viability comes, in part, from utilizing the diverse backgrounds of the firm’s owners and the experiences of its team of approximately 100 engineers, scientists, technical subject...


  • Omaha, United States Sol Engineering Services Llc Full time

    Job DescriptionJob DescriptionSOL Engineering Services, LLC is an engineering and technical services provider, with over 19 years of engineering and consulting experience. Our viability comes, in part, from utilizing the diverse backgrounds of the firm’s owners and the experiences of its team of approximately 100 engineers, scientists, technical subject...