Senior Financial Planner + Fast-Paced + Omaha

This Senior Financial Planner role at Lutz and Company is a non-sales, client-facing position focused on high-net-worth clients and estate and tax planning within a fast-paced, relationship-driven environment. The onsite role is based in Omaha, Nebraska, with a salary range of USD 80,000 to 125,000 per year. It requires at least 3 years of experience and a Bachelor’s degree in Finance or Business, and involves collaboration with the firm’s President to deliver strategic financial guidance.

Responsibilities

• Collaborate one-on-one with high-net-worth clients to design and implement estate and tax planning strategies
• Co-lead client meetings with the firm President to provide expert financial planning guidance
• Manage a high volume of client interactions daily in a fast-paced, detail-oriented environment
• Deliver exceptional service by building relationships grounded in trust and respect
• Apply strong organizational skills to balance multiple priorities with ease

Requirements

• CFP Certification Required (Certified Financial Planner)
• Bachelor's degree in Finance or Business
• High attention to detail, strong organization, and time-management abilities
• Minimum of three years of professional financial planning experience

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Why join our client?

• Fast-growing firm with an attractive outlook
• Close-knit, professional team where your contributions are valued
• Work-life balance with a traditional Monday through Friday schedule (8 AM - 5 PM)
• Collaborative culture alongside an experienced, people-focused President