Omaha

Omaha Finance Jobs

4 jobs found

5mo ago

Senior Financial Planner + Fast-Paced + Omaha

Lutz and Company Omaha, NE

Omaha, NE

5mo ago Closed

$80k - $125k/yr Full time Senior Advisor Client Relations

This position is no longer accepting applications (closed May 4, 2026).

Job Description

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

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5mo ago

Client Relationship Manager + Wealth Management + Omaha

Lutz and Company Omaha, NE

Omaha, NE

5mo ago Closed

$80k - $200k/yr Full time Manager Client Client Relations

This position is no longer accepting applications (closed May 3, 2026).

Job Description

In Omaha, NE, Lutz and Company operates a private-office style wealth management practice. The Client Relationship Manager role delivers concierge-level service to a curated group of high-net-worth clients. This non-sales position prioritizes trust, discretion, and a seamless, elevated client experience.

Responsibilities

Serve as the primary point of contact for a curated group of high-net-worth clients (approximately 50 relationships).
Deliver a concierge level experience, anticipating needs, solving problems, and ensuring every interaction feels effortless.
Coordinate across internal teams to ensure client requests are executed flawlessly.
Build strong, long-term relationships grounded in trust, responsiveness, and attention to detail.
Handle sensitive and confidential information with the highest level of professionalism.

Requirements

Proven experience delivering white glove service to high-end clientele.
Background in Wealth Management, Family Office, Private Banking, or a similar environment preferred.
Experience supporting high-profile executives or serving in a high-end Executive Assistant capacity may also translate well.
Track record of working with High Net Worth (HNW) or Ultra High Net Worth (UHNW) individuals.
Highly polished communication skills with a proactive, service-first mindset.
Exceptional attention to detail and ability to anticipate client needs.

The Environment

Boutique, relationship-driven setting with a strong emphasis on discretion and service excellence.
Opportunity to work closely with leadership and make a direct impact on client satisfaction.
Focus on quality over quantity, prioritizing deep relationships over high-volume client turnover.

Why This Role Stands Out

No business development expectations; this is purely about delivering an elite client experience.
A chance to work with a highly selective client base where your work truly matters.
Ideal for someone who thrives in a refined, high-touch service environment and wants to be valued for it.

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5mo ago

Asset Manager + Growth Opportunity + Omaha

Lutz and Company Omaha, NE

Omaha, NE

5mo ago Closed

$90k - $115k/yr Full time Manager Asset Management Business Development

This position is no longer accepting applications (closed Apr 24, 2026).

Job Description

This asset management role emphasizes owning and improving a real estate portfolio within a lean, entrepreneurial environment. You will drive value through development, acquisitions, and strategic risk management, with on-site responsibilities in Omaha, Nebraska. Compensation ranges from USD 90,000 to 115,000 per year.

Location

Omaha, Nebraska — on-site

Compensation

Salary: USD 90,000 to 115,000 per year

Responsibilities

Oversee portfolio performance across a real estate asset base, with a focus on maximizing value and long-term returns
Identify and quantify risk across the portfolio, including market dynamics, lease maturities, and regulatory considerations
Collaborate with property management while operating at a strategic, ownership-focused level
Model asset performance using financial projections, cash flow analysis, and scenario testing
Assess opportunities for development, acquisitions, repositioning, or disposition
Develop structural foundations where practices and processes do not yet exist, including playbooks
Contribute meaningfully to a growing organization where your input and ideas are valued

Requirements

Strong attention to detail with the ability to think critically and connect related data
Effective communication across all levels of the organization
Proactive, hands-on approach with a willingness to contribute rather than coast
High level of professionalism, discretion, and confidentiality

Technologies

Microsoft Excel

Benefits

Performance-based bonus structure

Nice-to-Haves

Background in real estate, development, investment banking, or asset management
Experience with financial modeling and advanced Excel functions (Index/Match, VLOOKUP, sensitivity analysis)
Exposure to institutional environments or structured training programs
Strong business intuition and judicious use of judgment alongside quantitative analysis

Why this opportunity stands out

High visibility within a lean, entrepreneurial leadership team
Family-owned culture that values every contribution
Clear path for long-term growth and advancement
Performance-based bonus opportunities linked to portfolio success

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5mo ago

Senior Accountant- OMAHA, NE, 9 month contract

Cornerstone Staffing, Inc Omaha, NE

Omaha, NE

5mo ago Closed

Full time Senior Accountant Accounting

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

The Senior Accountant reports to the Controller and oversees general accounting operations by controlling and verifying our financial transactions. This role supports the preparation of financial statements and ensures accurate month end procedures.

Key Responsibilities

Assist in the preparation and review of monthly financial statements
Perform monthly balance sheet reconciliations and record monthly journal entries
Execute month end close activities
Record inter-company transactions and billing
Support quarterly and annual audits
Assist with forecasting and budgeting efforts
Analyze current processes and recommend improvements
Other duties as assigned

Qualifications

Bachelor’s degree in Accounting or Finance
5 years of accounting or finance experience
Strong ERP background
Strong Excel skills

Details

Location: Omaha, NE

Engagement: 9 month contract

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Omaha Finance Jobs

Senior Financial Planner + Fast-Paced + Omaha

Client Relationship Manager + Wealth Management + Omaha

Asset Manager + Growth Opportunity + Omaha

Senior Accountant- OMAHA, NE, 9 month contract

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