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Financial Planner + Outstanding Culture

Lutz locationOmaha, NE
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56 positions
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Web Mktg Technology Specialist

Lutz locationOmaha, NE
56 positions
info linkReport a probelm Originally Posted : June 21, 2021 | Expires : July 21, 2021

Details

Job Type
Full-time Employee Show Shift
Custom
Salary
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Job Location
Omaha, NE, United States

Description

Financial Planner + Outstanding Culture      

Our client, in the financial services industry, is looking for a Financial Planner to join their team. They are a family-owned company, established over 20 years ago, and they offer great work/life balance, a culture of personal and community service, outstanding benefits, and opportunities for growth.  If you are looking for a new opportunity, we may have the position for you!

RESPONSIBILITIES

Our client is seeking an analytical individual who has a strong desire to learn.  This person will also possess solid research, planning and organizational skills.  Here is what we seek:

  • Cultivate and lead strong relationships with clients to be able to construct appropriate goals for their growth
  • Ability to effectively present investment strategies to clients
  • Actively participate in obtaining new clients
  • On the job training in operations to learn about the company and their products available for clients
  • Financial planning & customer service necessary
  • Salary $48K-$55K plus benefits

SKILLS

  • Bachelor’s degree in Finance or Accounting
  • Strong desire to learn all aspects financial services & investments
  • Proficient with financial software, databases and spreadsheets
  • Effective and professional oral and written communication
  • Ability to work independently

*** Our client is willing to pay for study time & licensing.  ***

For confidential consideration, go to www.lutz.us/apply for the most prompt response. You can also call Jana Stone at 402-778-7974, or send your resume to jstone@lutz.us. We understand that confidentiality is extremely important, and your resume will NOT be forwarded to our client without your permission.

Job Number -  4983SG

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#accounting
#planner
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