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Senior Financial Planner ‑Net‑Worth Clients
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-10-07
Listing for:
Stevens Capital Partners
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial advisory firm in Omaha is seeking a Financial Planner or Senior Financial Planner to construct financial plans for high-net-worth clients. Responsibilities include working closely with advisors, conducting research, and managing client relationships. Ideal candidates possess a relevant bachelor's degree and 3–7 years of experience. This role provides a competitive salary and excellent benefits, including a generous health plan and professional development assistance.
Step into the Senior Financial Planner for High‑Net‑Worth Clients role at Stevens Capital Partners in Omaha, NE, United States and grow with us. Full responsibilities and requirements are described in the listing above. Learn more about the Senior Financial Planner for High‑Net‑Worth Clients role in the description above. We appreciate your interest in this position. Join Stevens Capital Partners and contribute to our ongoing work.
Position Requirements
10+ Years
work experience
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