Senior Financial Planning Strategist - High Net Worth Hybrid
Job in
Central City, Merrick County, Nebraska, 68826, USA
Listed on 2026-01-25
Listing for:
Advisor Group
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Financial Planning Specialist to join the High Net Worth Planning Services team. This role requires a minimum of 10 years of experience and a CFP designation. The specialist will provide innovative solutions, conduct research, and mentor colleagues while focusing on estate, business, and tax planning strategies for high-net-worth clients. The position offers a competitive salary between $140,000 and $160,000 per year plus bonuses.
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Position Requirements
10+ Years
work experience
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