Omaha, NE · On-site
$140K - $160K/yr
CFP Designation * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong communication ...
Omaha, NE · On-site
$140K - $160K/yr
CFP Designation * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong communication ...
La Vista, NE · On-site
$140K - $160K/yr
CFP Designation * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong communication ...
La Vista, NE · On-site
$140K - $160K/yr
CFP Designation * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong communication ...
La Vista, NE · Hybrid
$140K - $160K/yr
CFP Designation * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong communication ...
La Vista, NE · Hybrid
$140K - $160K/yr
CFP Designation * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong communication ...
Omaha, NE · On-site
$125K - $145K/yr
CFP or equivalent (ChFC or CPA + PFS) required* Proven Business Development Skillset* Mastery of investment strategies, risk management, tax planning, and estate planning* Proven experience in ...
Omaha, NE · On-site
$125K - $145K/yr
CFP or equivalent (ChFC or CPA + PFS) required* Proven Business Development Skillset* Mastery of investment strategies, risk management, tax planning, and estate planning* Proven experience in ...
Omaha, NE · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
Omaha, NE · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
Bellevue, NE · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
Bellevue, NE · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
Omaha, NE · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
Omaha, NE · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
Omaha, NE · On-site
$200K - $275K/yr
CFP, CFA, CTFA, CIMA, CPA, CEPA Salary Range - $200,000 - $275,000 Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that ...
Omaha, NE · On-site
$200K - $275K/yr
CFP, CFA, CTFA, CIMA, CPA, CEPA Salary Range - $200,000 - $275,000 Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that ...
Omaha, NE · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
Omaha, NE · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
Grand Island, NE · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
Grand Island, NE · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
Lincoln, NE · On-site +1
$80K - $200K/yr
CLU-Chartered Life Underwriter, ChFC-Chartered Financial Consultant and/or CFP- Certified Financial Planner preferred * Willingness to travel up to 60-75% of the time What we offer: A meaningful ...
Lincoln, NE · On-site +1
$80K - $200K/yr
CLU-Chartered Life Underwriter, ChFC-Chartered Financial Consultant and/or CFP- Certified Financial Planner preferred * Willingness to travel up to 60-75% of the time What we offer: A meaningful ...
Omaha, NE · On-site
$90K - $98K/yr
Bachelor's degree required; advanced degree or professional designations (e.g., CFA, CFP) a plus. Axos Employee Benefits May Include: * Medical, Dental, Vision, and Life Insurance * Paid Sick Leave ...
Omaha, NE · On-site
$90K - $98K/yr
Bachelor's degree required; advanced degree or professional designations (e.g., CFA, CFP) a plus. Axos Employee Benefits May Include: * Medical, Dental, Vision, and Life Insurance * Paid Sick Leave ...
$58.2K - $65.1K
4% of jobs
$65.1K - $72K
5% of jobs
$72K - $79K
11% of jobs
$82.6K is the 25th percentile. Wages below this are outliers.
$79K - $85.9K
9% of jobs
$85.9K - $92.8K
14% of jobs
The median wage is $96.1K / yr.
$92.8K - $99.8K
15% of jobs
$105.7K is the 75th percentile. Wages above this are outliers.
$99.8K - $106.7K
20% of jobs
$106.7K - $113.6K
12% of jobs
$113.6K - $120.6K
4% of jobs
$120.6K - $127.5K
2% of jobs
$127.5K - $134.4K
4% of jobs
$58.2K
$97.2K
$134.4K
A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.
The most popular types of Cfp jobs in Nebraska are:
For Cfp jobs in Nebraska, the most frequently searched job titles are:
The top searched job categories for Cfp jobs in Nebraska are:
Cities in Nebraska with the most Cfp job openings:
Omaha, NE • On-site
$140K - $160K/yr
Other
Medical, Dental, Vision, Retirement
Posted 24 days ago
Provide innovative financial planning solutions and advice on estate, business, and tax planning strategies to financial advisors for high-net-worth clients.
Review and summarize complex estate planning and business governance documents, and communicate planning strategies in an accessible manner.
Deliver presentations to internal and external audiences and serve as a mentor to colleagues to develop their financial planning skills.
8.1
Based on 12 frontline employees who took The Breakroom Quiz
Senior Advanced Financial Planning Opportunity in Financial Services
Senior Financial Planning Specialist, High Net Worth Planning Services
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Remoteapplicants may potentially be considered for this role.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Osaic is open toremoteapplicants for this position.
Role Type: Full-time
Salary: $140,000 - $160,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.
Summary:
We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.
Education Requirements:
Bachelor's degree required.
Responsibilities:
Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.
Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).
Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.
Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)
Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings.
Serve as a mentor to colleagues to develop their financial planning skills.
All other duties as assigned.
Basic Requirements:
10+ years of financial planning experience in a client- or advisor-facing capacity
CFP Designation
Experience delivering educational content and presenting to diverse audiences
Demonstrated ability to influence and collaborate across organizational levels
Strong communication skills, both written and verbal
Ability to manage multiple complex cases simultaneously
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Preferred Requirements:
Proficiency in financial planning software (e.g., eMoney)
CPA
FINRA Series 7, 63, and 65 licenses
J.D.
LL.M
#LI-Remote
Current Employees and Contractors Apply Here
Sourced by ZipRecruiter
Finance and insurance
1,001 - 5,000 Employees
Phoenix, AZ, US
2016
