Hemphill - Search Consulting Staffing
Associate Planner (Omaha)
Hemphill - Search Consulting Staffing, Omaha, Nebraska, United States, 68197
Associate Planner - CFP Candidate -
Hemphill Exclusive
Join a notable and industry recognized wealth and investments firm as an Associate Planner. This opportunity positions you to develop complex planning with an organization serving high-net-worth and ultra-high-net-worth clients. While sitting with a team of planners, you will have the direct exposure to philosophies and strategies for executing complex and diversified planning concepts across a wide client base. This firm exhibits a unique and highly functioning team of leaders and collaborative colleagues to guide, mentor, and support planners at the earlier stages of their career.
Key Responsibilities: Work under high-touch leadership researching and designing planning strategies in line with the firm's core planning disciplines Analyze financial data and confidential client information stewarding the executive planning concepts in every phase of analysis Deliver planning recommendations aligned to the planning philosophy of the firm Act diligently in creating long-term relationships through proactive communication providing service excellence internally and externally Participate in continuous learning and contribute to internal process improvements
Qualifications: 1 to 2 years of financial planning experience as an associate advisor or paraplanner Proven track record of fundamental planning concepts executed across wealth and investments A career start in insurance offerings, investment strategies, and planning concepts for client distribution Strong analytical, interpersonal communication skills Bachelors degree, life and health insurance certification, Series 7 and 63, and commitment to CFP either obtained, or as a CFP candidate
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 9581DR
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
Join a notable and industry recognized wealth and investments firm as an Associate Planner. This opportunity positions you to develop complex planning with an organization serving high-net-worth and ultra-high-net-worth clients. While sitting with a team of planners, you will have the direct exposure to philosophies and strategies for executing complex and diversified planning concepts across a wide client base. This firm exhibits a unique and highly functioning team of leaders and collaborative colleagues to guide, mentor, and support planners at the earlier stages of their career.
Key Responsibilities: Work under high-touch leadership researching and designing planning strategies in line with the firm's core planning disciplines Analyze financial data and confidential client information stewarding the executive planning concepts in every phase of analysis Deliver planning recommendations aligned to the planning philosophy of the firm Act diligently in creating long-term relationships through proactive communication providing service excellence internally and externally Participate in continuous learning and contribute to internal process improvements
Qualifications: 1 to 2 years of financial planning experience as an associate advisor or paraplanner Proven track record of fundamental planning concepts executed across wealth and investments A career start in insurance offerings, investment strategies, and planning concepts for client distribution Strong analytical, interpersonal communication skills Bachelors degree, life and health insurance certification, Series 7 and 63, and commitment to CFP either obtained, or as a CFP candidate
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 9581DR
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 ***