Hemphill - Search Consulting Staffing
Certified Financial Planner (Omaha)
Hemphill - Search Consulting Staffing, Omaha, Nebraska, United States, 68197
Certified Financial Planner -
Hemphill Exclusive
One of Omahas distinguished wealth management firms has exclusively retained us in search for a Senior Planning Associate, Certified Financial Planner (CFP) to join their growing advisory team. This is ideal for an accomplished professional with approximately ten years of comprehensive financial planning experience who thrives in a sophisticated, client-focused environment. The selected candidate will partner closely with senior advisors and firm leadership to design, refine, and execute planning strategies that address complex financial needs in retirements, investments, tax and estate strategies, insurance, and wealth planning.
Key Responsibilities: Collaborate with senior advisors to deliver client-centric planning strategies tailored to high-net-worth and ultra-high-net-worth households. Analyze sophisticated financial data to inform planning recommendations across multi-generational and multi-entity structures. Deliver financial planning recommendations aligned to the planning philosophy of the firm. Cultivate trusted, long-term relationships through proactive communication, education, and consistent service excellence. Contribute to internal process improvements and communication planning best practices within a collaborative, mentorship-oriented culture.
Qualifications: Minimum of 10 years experience as a practicing Certified Financial Planner (CFP) Proven track record serving high-net-worth and ultra-high-net-worth clients In-depth understanding of insurance, investment management, estate and tax planning, and advanced wealth management strategies Strong analytical, interpersonal, and communication skills Bachelors degree, CFP license required, life and health insurance certifications, and a CPA is preferred.
This is a rare opportunity to join one of Omahas premier wealth management firmsrecognized for their integrity, client loyalty, staff retention, and high performance in the industry. The firms growth centric philosophy supports professional development, cohesive collaboration and values work-life balance, and long-term impact.
Qualified professionals are encouraged to apply in confidence.
To learn more details about this opportunity, call Dave Ruppelt at 402.334.4800 *215 or send your resume to druppelt@hemphillsearch.com.
Job Number 9561DR
The Right Match - The First Time
Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.
To see all Hemphill job postings go to
www.hemphillsearch.com
Hemphill Voted
Best Employment Firm by Omahas Business Leaders & B2B Magazine in 2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, & 2025! Omaha Chamber of Commerce Top 25
Excellence in Business Award Winner based upon our growth and commitment to quality.
*** Never a fee to our applicants ***
Hemphill Exclusive
One of Omahas distinguished wealth management firms has exclusively retained us in search for a Senior Planning Associate, Certified Financial Planner (CFP) to join their growing advisory team. This is ideal for an accomplished professional with approximately ten years of comprehensive financial planning experience who thrives in a sophisticated, client-focused environment. The selected candidate will partner closely with senior advisors and firm leadership to design, refine, and execute planning strategies that address complex financial needs in retirements, investments, tax and estate strategies, insurance, and wealth planning.
Key Responsibilities: Collaborate with senior advisors to deliver client-centric planning strategies tailored to high-net-worth and ultra-high-net-worth households. Analyze sophisticated financial data to inform planning recommendations across multi-generational and multi-entity structures. Deliver financial planning recommendations aligned to the planning philosophy of the firm. Cultivate trusted, long-term relationships through proactive communication, education, and consistent service excellence. Contribute to internal process improvements and communication planning best practices within a collaborative, mentorship-oriented culture.
Qualifications: Minimum of 10 years experience as a practicing Certified Financial Planner (CFP) Proven track record serving high-net-worth and ultra-high-net-worth clients In-depth understanding of insurance, investment management, estate and tax planning, and advanced wealth management strategies Strong analytical, interpersonal, and communication skills Bachelors degree, CFP license required, life and health insurance certifications, and a CPA is preferred.
This is a rare opportunity to join one of Omahas premier wealth management firmsrecognized for their integrity, client loyalty, staff retention, and high performance in the industry. The firms growth centric philosophy supports professional development, cohesive collaboration and values work-life balance, and long-term impact.
Qualified professionals are encouraged to apply in confidence.
To learn more details about this opportunity, call Dave Ruppelt at 402.334.4800 *215 or send your resume to druppelt@hemphillsearch.com.
Job Number 9561DR
The Right Match - The First Time
Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.
To see all Hemphill job postings go to
www.hemphillsearch.com
Hemphill Voted
Best Employment Firm by Omahas Business Leaders & B2B Magazine in 2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, & 2025! Omaha Chamber of Commerce Top 25
Excellence in Business Award Winner based upon our growth and commitment to quality.
*** Never a fee to our applicants ***