Paced Finance Jobs

1 job found

4mo ago

Senior Financial Planner + Fast-Paced + Omaha

Lutz and Company Omaha, NE

Omaha, NE

4mo 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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