Financial Planning​/Wealth Management- Hemphill Exclusive

Job Overview

Here is your opportunity to join one of the most successful wealth management firms in Nebraska. Bring your financial planning experience to one of the most admired and highly respected investment and wealth management firms. The growth of this firm has created a very attractive opportunity to accelerate your professional development.

In this position, you will work closely with the President & CEO, Chief Investment Officer, and a small team of Investment Advisors while focused on planning & delivering excellent solutions to high-net-worth individuals. Gain valuable experience & advanced skills while working collaboratively with a team of impressive leaders using advanced methodologies, tools, technology, AI, and quantitative models to deliver exceptional returns and outcomes.

• Create, maintain and update comprehensive financial plans for high-net-worth and ultra-high-net-worth individuals and families.
• Refine and present financial plans to the President & CEO, a small team of Investment Advisors, then participate in the collaborative presentation of the plan to the customer.
• Work with trading and investment management team to ensure the agreed upon plan is followed through and executed as planned.
• Leverage your planning experience, strengths, quantitative and analytical experience to deliver exceptional service and outcomes customized for each individual’s unique circumstances.
• This is an exceptional career opportunity for a progressive individual who is serious about success, and continuing to learn & develop while using advanced tools, analytics, models, and methodologies to deliver excellent results for clients.
• The growth of this firm will provide continued career growth within one of three areas based upon your strengths, career goals and overall performance:
  1) Take on a leadership role within the planning department.
  2) Progress into a client facing investment advisor position.
  3) Shift your focus to portfolio management while working closely with the Chief Investment Officer and the portfolio management team.

This position offers an excellent compensation package including salary, annual bonus, continuing education, a rich benefit package and many more perks.