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Lutz Financial Financial Planner/Support Advisor

Omaha, NE

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Financial Planner/Support Financial Adviser Lutz FinancialrnrnLutz Financial is a SEC registered investment advisory firm that services high net worth clients.  As an affiliate of Lutz, a leading Midwest business solutions firm, our team has over 100 years of combined experience that is focused on enhancing our clients’ lives through a combination of technical expertise, attention to detail, and the desire to truly understand what matters most to our clients.  We say that we “mind what matters”, this is true in how we approach our clients, their families and businesses.rnrnWhat we look forrnrnThis is a support role under the five lead financial advisers who are all Certified Financial Planners.  This individual will work in tandem with our operations team, serving to strengthen operational support for the financial advisers and the financial planning process by conducting client research, preparing for client meetings, and providing ongoing service and maintenance to clients.rnrnEssential Functions/DutiesrnrnrntEffective communication with clients, advisers and staff membersrntDetail-oriented; ability to prioritize and multitaskrntStrong understanding of financial modeling and financial plansrntManage prospect and client informationrntSupports the lead advisers in client relationship managementrntDevelops and maintains standardized proposals, presentations and resource libraryrntMaintains financial planning software; has knowledge of client relationship management (CRM) systemsrnrnrnEducation/ExperiencernrnrntBachelor’s degree/undergraduate degree in business, economics or equivalent work experience with background in the financial services industryrnt3 years of financial planning/investment experiencerntCoursework towards or Registered CFP® designation is preferredrntExcellent computer skills (Word, Excel, PowerPoint, internet); ability to learn in-house programs and toolsrntStrong relationship management skillsrntThorough understanding of financial services business and financial planning conceptsrntTeam-centric mentalityrnrnrn rnrnFor confidential consideration, go to ****for the most prompt response. You can also **** or send your resume to ****. We understand that confidentiality is extremely important, and your resume will NOT be forwarded to our client without your permission.rnrn rnrnMIND WHAT MATTERS AT LUTZrnrnAwarded “Best Places to Work in Omaha” by the Omaha Chamber, 2018rnrnAwarded “Best Places to Work in Omaha” by the Omaha Chamber, 2017rnrnAwarded “Omaha’s Business in Excellence Award” by the Omaha Chamber, 2016rnrnVoted “Best of the Best” and a “Top 200 Firm” by Inside Public Accounting, 2016rnrnNamed “Regional Leader in the Midwest” by Accounting Today, 2016rnrnReceived an Edge Award for “Internal Technology Innovation” by LEA Global, 2015rnrnAwarded “Best Places to Work for Millennials” by The Center for Generational Kinetics, 2015rnrnJob Number - 4482CC

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