Financial Planner

Cornerstone Financial Group, LLC is hiring a Financial Planner for the Omaha, NE office to build new client relationships while partnering closely with senior firm leaders.

Responsibilities

• Prepare meeting materials, financial plans, and analysis ahead of client conversations
• Manage client follow-up after decisions are made
• Support senior partners in delivering the firm’s comprehensive planning process across retirement income, investments, tax strategy, and estate considerations
• Meet with prospective new clients and manage relationships from first meeting through ongoing service
• Collaborate with a shared support team to help ensure consistent and timely client service
• Work directly with senior partners to improve internal financial planning, investment advice, and operational processes as the firm grows
• Stay current on planning strategies, industry-leading technology, financial markets, and tax law changes
• Contribute to meeting preparation, financial plan development, investment reporting, and portfolio design
• Provide ongoing client support and communication
• Participate in client meetings alongside senior partners

Requirements

• CFP® certification is highly preferred
• If not yet certified: significant progress toward the designation plus a demonstrated track record leading client relationships in a planning-focused environment
• CPA, EA, or CFA credentials will receive preference
• Comfort taking ownership of complex, detail-heavy planning tasks independently (retirement planning, portfolio analysis, tax projections, and estate coordination)
• Preferred experience with Charles Schwab or Altruist, Orion Advisor Services, Right Capital, Redtail, Holistiplan, Microsoft Office Suite, and general AI prompting
• Fiduciary mindset and genuine interest in positive client outcomes
• Self-starter who can take on new challenges, develop solutions that can be shared with teammates, and is excited to grow with a small team
• Leads with kindness and works diligently to make a meaningful difference in others’ lives

Technologies

• Charles Schwab
• Altruist
• Orion Advisor Services
• Right Capital
• Redtail
• Holistiplan
• Microsoft Office Suite
• AI prompting

Compensation & Benefits

• Base salary: $80,000 to $105,000 per year
• Bonus: up to 10% based on experience and qualifications
• Potential future compensation adjustments based on led client relationships and new client growth
• Fully paid family health insurance
• SIMPLE IRA with a 3% match
• 13 paid holidays, plus three weeks of PTO and sick and personal leave
• Company-paid CFP® certification renewal, continuing education, and additional professional development (with approval)

The Opportunity

• Join the Omaha office to lead new client relationships and work directly with firm partners serving financial planning and investment needs
• Long-term goal: grow into a senior financial planner with own client relationships and support staff
• Start by supporting senior planners while learning the firm’s systems and approach to providing financial advice