Director of Financial Planning

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 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, and full benefit package.

Role:

Director of Financial Planning

Location:

Lincoln NE – In Office

Salary Range:$130k - $200k total compensation dependent on Experience and Qualifications (Base pay + annual bonus)

We are seeking a highly technical and hands-on Director of Financial Planning to lead and build our financial planning department in our Lincoln office. This role is ideal for a leader who is comfortable both setting strategy and personally executing the work.

The Director of Financial Planning will oversee the firm’s planning process, portfolio implementation support, estate and insurance planning, retirement income planning, tax planning coordination, and financial planning technology stack. This individual will be expected to personally build plans, analyze tax returns, prepare client deliverables, and support advisors directly, while also creating scalable systems, workflows.

The ideal candidate has deep experience with:

• eMoney
• Holistiplan
• Orion Advisor Tech
• Portfolio construction and investment implementation
• Executive compensation planning including stock options and RSUs
• Estate planning coordination
• Life insurance and long-term care planning
• Medicare and retirement income planning
• High-net-worth client financial planning

This is a builder role for someone who thrives in an entrepreneurial and growth-oriented environment.

Personally prepare and maintain comprehensive financial plans for clients.

Build retirement, cash flow, estate, insurance, education, and investment analyses within eMoney.

Con…