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Wealth & Investment Planner Associate; CFP
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2025-12-10
Listing for:
Hemphill - Search • Consulting • Staffing
Full Time
position Listed on 2025-12-10
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A notable wealth and investments firm in Omaha is seeking an Associate Planner to develop complex financial planning for high-net-worth clients. The role involves researching strategies, analyzing financial data, and delivering recommendations aligned with the firm's philosophy. Ideal candidates will have 1 to 2 years of relevant experience and a Bachelor's degree, along with relevant certifications. Join a collaborative team dedicated to supporting planners in their career development.
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Position Requirements
10+ Years
work experience
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