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Financial Planning Associate Jobs in Nebraska (NOW HIRING)

Conagra Brands

Associate Financial Analyst

Omaha, NE · Hybrid

$59K - $79K/yr

This hybrid role offers exposure to multiple disciplines, including financial planning and analysis ... Number of Days in Office: 3 #LI-Hybrid #LI-GS1 #LI-Associate Compensation Pay Range:$59,000-$79,000 ...

New

University of Nebraska Omaha

Financial Support Counselor

Omaha, NE · On-site

$17 - $22.25/hr

... planning. Responsible for various internal/external financial aid outreach activities and financial ... Yes Required and Preferred Qualifications Required Education Associate's Degree Required Experience ...

Posted today

Focus Financial Partners

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals ... Provides feedback and opportunities for development of Associate Wealth Advisors * Takes ownership ...

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Financial Planning Associate information

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$13

$30

$64

How much do financial planning associate jobs pay per hour?

As of Jul 31, 2026, the average hourly pay for financial planning associate in Nebraska is $30.47, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $32.79 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.
What are the most commonly searched types of Financial Planning jobs in Nebraska? The most popular types of Financial Planning jobs in Nebraska are:
What are popular job titles related to Financial Planning Associate jobs in Nebraska? For Financial Planning Associate jobs in Nebraska, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Nebraska look for? The top searched job categories for Financial Planning Associate jobs in Nebraska are:
What cities in Nebraska are hiring for Financial Planning Associate jobs? Cities in Nebraska with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Nebraska as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 28% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $63,387 per year, or $30.5 per hour.

Financial Planning Manager

Ameritas Life Insurance Corp.

Lincoln, NE • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Ameritas rating

9.1

Company rating: 9.1 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

27th of 300 rated insurance

Job description

Ameritas Agency and Advisor Distribution is seeking an Advanced Planning- Financial Planning Manager to lead the Financial Planning desk. This role reports to the Advanced Planning Director and oversees the Financial Planner and financial planning interns that support both senior planners and financial professionals in delivering case preparation and development of comprehensive financial plans for advanced planning cases involving business, retirement, estate, charitable and tax planning.


This is a hybrid role in Lincoln, NE working partially in-office and partially from home.
What you do:
  • Manage and develop the financial planning interns, including overseeing their training toward readiness for financial professional roles post-graduation
  • Oversee data gathering and entry into financial planning software (eMoney, MoneyGuide, RightCapital, etc)
  • Assist in building and reviewing financial plans involving cash flow, insurance, retirement, tax strategies, estate & charitable considerations towards long-term planning goals
  • Ensure accuracy and quality of plan outputs, charts and scenario analyses as plans are reviewed with financial professionals
  • Work with senior planners to increase adoption of financial planning in advisor practices
  • Provide case design consultation to field partners and home office associates across: insurance (life and disability income), annuities and retirement strategies, estate, charitable and business planning
  • Assist in advanced case presentation and provide technical expertise on product strategies
  • Track opportunitiesand maintain accurate case notes in SalesForce throughout the sales cycle
  • Monitor workflow efficiency and recommend process improvement to enhance service delivery
  • Collaborate with internal teams and ensure planning strategies and recommendations alight with regulatory and company guidelines
What you bring:
  • Bachelor's Degree or equivalent experience required
  • 4-7 years of experience with financial planning, advanced planning, or insurance sales
  • Strong knowledge of retirement, estate, charitable, business, and financial planning strategies
  • CLU and/or ChFC preferred; CFP preferred or working towards completion
  • FINRA Series 6 or 7 and Series 65 or 66 required
  • Proficiency in financial planning and illustration software
  • Strong analytical, communication and leadership skills
  • Travel: 10-15% as needed
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
401(k) Retirement Plan with company match and quarterly contribution.
Tuition Reimbursement and Assistance.
Incentive Program Bonuses.
Competitive Pay.
For your time:
Flexible Hybrid work.
Thrive Days - Personal time off.
Paid time off (PTO).
For your health and well-being:
Health Benefits: Medical, Dental, Vision.
Health Savings Account (HSA) with employer contribution.
Well-being programs with financial rewards.
Employee assistance program (EAP).
For your professional growth:
Professional development programs.
Leadership development programs.
Employee resource groups.
StrengthsFinder Program.
For your community:
Matching donations program.
Paid volunteer time- 8 hours per month.
For your family:
Generous paid maternity leave and paternity leave.
Fertility, surrogacy, and adoption assistance.
Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.

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