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Wealth Planner: Client Wealth Bespoke Advice
Job in
Lincoln, Lancaster County, Nebraska, 68511, USA
Listed on 2025-12-13
Listing for:
kingswood-group.com
Full Time
position Listed on 2025-12-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A wealth management firm is looking for an experienced Wealth Planner to build client relationships and provide tailored financial advice. The ideal candidate will be qualified to level 4 in Regulated Financial Planning and have strong skills in managing diverse client needs. This Lincoln-based role offers excellent benefits including 25 days annual leave, private healthcare, and a clear bonus structure for client acquisition.
Join a passionate team committed to fostering an inclusive workplace culture.
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