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Financial Planner – Contract Role (308-3883)
The firm is seeking an experienced personal financial planner who has been
successfully managing high-net-worth relationships with individuals/families.
The firm is an Omaha-based, fee-only personal financial planning and
investment advisory practice.
Preparing financial planning and investment data, analysis and reports for
Providing financial planning, tax, estate and investment advice to clients via
phone, email, or in person.
Maintaining daily processes to meet client and firm responsibilities.
Assisting with research and projects to improve workflow, productivity and
other improvements that benefit clients and our firm.
Maintaining all necessary office and client records, including taking detailed
notes about every interaction with clients, prospects and outside firms.
Greeting, interacting with and answering calls from current and prospective
clients with inquiries about their financial plan or potentially becoming a
Maintaining and assisting in the management of office and client records.
Conducting business with a high degree of confidentiality, including adherence
to the company’s code of ethics, policies, procedures and that of regulators
and the CFP Board.
Experience interacting with clients in a direct financial advisory capacity is
Certified Financial Planner (CFP) professional certification, PFS, Series 65
or Series 66 license are preferred.