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Manager Financial Planning Jobs in Nebraska (NOW HIRING)

Ameritas

Financial Planning Manager

Lincoln, NE · On-site

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 ...

Osaic

Sr. Financial Planning Strategist

La Vista, NE · Hybrid

$135K - $160K/yr

Ability to manage multiple complex cases simultaneously * Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Requirements: * Proficiency in financial planning software (e ...

HDR

Senior Financial Analyst

Omaha, NE · On-site

$81K - $101K/yr

This position will report to the Manager, Financial Planning and Analysis. In the role of Senior Financial Analyst, we'll count on you to: * Lead for corporate business partners regarding budgeting ...

HDR

Senior Financial Analyst

Omaha, NE · On-site

$81K - $101K/yr

This position will report to the Manager, Financial Planning and Analysis. In the role of Senior Financial Analyst, we'll count on you to: * Lead for corporate business partners regarding budgeting ...

HDR

Senior Financial Analyst

Omaha, NE · On-site

$81K - $101K/yr

This position will report to the Manager, Financial Planning and Analysis. In the role of Senior Financial Analyst, we'll count on you to: * Lead for corporate business partners regarding budgeting ...

National Indemnity Company

FP&A Intern

Omaha, NE · On-site

$17 - $22.25/hr

... financial planning and analysis with an opportunity to present projects to company leadership ... To use Excel, SQL, and Power BI to produce meaningful outputs for management * To challenge process ...

NICO National Indemnity Company

FP&A Intern

Omaha, NE

$17 - $22.25/hr

... financial planning and analysis with an opportunity to present projects to company leadership ... To use Excel, SQL, and Power BI to produce meaningful outputs for management * To challenge process ...

Pacific Gateway Insurance Agency

FP&A Intern

Omaha, NE

$17 - $22.25/hr

... financial planning and analysis with an opportunity to present projects to company leadership ... To use Excel, SQL, and Power BI to produce meaningful outputs for management * To challenge process ...

National Indemnity Company

FP&A Intern

Omaha, NE · On-site

$17 - $22.25/hr

... financial planning and analysis with an opportunity to present projects to company leadership ... To use Excel, SQL, and Power BI to produce meaningful outputs for management * To challenge process ...

Nationalindemnity

FP&A Intern

Omaha, NE · On-site

$17 - $22.25/hr

... financial planning and analysis with an opportunity to present projects to company leadership ... To use Excel, SQL, and Power BI to produce meaningful outputs for management * To challenge process ...

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Manager Financial Planning information

What does a manager financial planning do?

A Manager of Financial Planning oversees the budgeting, forecasting, and financial analysis processes within an organization. They are responsible for analyzing financial data, creating strategic financial plans, and providing recommendations to senior management to help guide business decisions. Additionally, they lead a team of financial analysts, ensure the accuracy of financial reports, and help set long-term financial goals for the company. This role requires strong analytical skills, attention to detail, and an understanding of business operations.

What are the key skills and qualifications needed to thrive as a manager financial planning, and why are they important?

To thrive as a Manager Financial Planning, you need strong analytical skills, expertise in budgeting and forecasting, and a relevant degree such as finance, accounting, or business administration. Familiarity with financial modeling software, ERP systems like SAP, and certifications such as CPA or CFA are typically required. Exceptional communication, leadership, and problem-solving abilities help you effectively guide teams and collaborate with stakeholders. These skills ensure accurate financial planning, enable sound decision-making, and drive organizational growth.

How does a manager financial planning typically interact with other departments within an organization?

A Manager Financial Planning frequently collaborates with various departments such as operations, sales, and human resources to gather financial data and align business strategies with financial goals. This role often involves leading cross-functional budgeting sessions, providing financial insights to support departmental decision-making, and ensuring that all teams remain within budgetary guidelines. Strong communication skills and the ability to translate complex financial concepts for non-financial teams are essential for success. Building strong relationships across departments helps drive organizational alignment and effective financial planning.

What is the difference between Manager Financial Planning vs Financial Analyst?

AspectManager Financial PlanningFinancial Analyst
CredentialsBachelor's degree, often CPA or CFA, managerial experienceBachelor's or master's degree, CFA or CPA preferred
Work EnvironmentLeads teams, strategic planning, high-level decision makingAnalyzes data, prepares reports, supports decision-making
Employer & Industry UsageFinancial services, corporate finance, large organizationsInvestment firms, corporate finance, banking

The Manager Financial Planning typically oversees financial strategies, manages teams, and makes high-level decisions, whereas the Financial Analyst focuses on data analysis, preparing reports, and supporting financial planning. Both roles require strong analytical skills and relevant certifications, but the manager role involves leadership and strategic responsibilities.

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 cities in Nebraska are hiring for Manager Financial Planning jobs?

Cities in Nebraska with the most Manager Financial Planning job openings:

Manager Financial Planning jobs near you
Infographic showing various Manager Financial Planning job openings in Nebraska as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Financial Planning Manager

Ameritas

Lincoln, NE • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Ameritas rating

9.1

Company rating: 9.1 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

27th of 309 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 opportunities and 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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