Associate Planner Job at Hemphill - Search • Consulting • Staffing, Omaha, NE

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  • Hemphill - Search • Consulting • Staffing
  • Omaha, NE

Job Description

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
  • Bachelor’s 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

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Hemphill Voted – “Best Employment Firm” by Omaha’s 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.

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