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NFM’s Category Analyst maintains and analyzes the category planning and buying processes and data, as well as provides administrative support to the Category Financial Planner, Buyer and Divisional Merchandise Planning Manager.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Experience in marketing campaigns, project management, and public/media/influencer relations, incorporating the preferences and desires of our target audience seeking financial solutions. Understanding in graphic design, website design, illustration, UX, videography, and photography, enabling the creation of captivating content tailored to our target markets seeking financial solutions.
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Certified Financial Planner (CFP) designation strongly preferred. Our founder, after serving as the lead strategist and portfolio manager for one of the world's wealthiest families, established Revolution Capital—the SEC registered investment advisor and financial planning division of Revolution Group.
$50,000 - $300,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Certified Financial Planner ("CFP") designation, or planned path to achieve CFP designation. A Financial Planner will exhibit the ability to maintain the highest level of confidentiality and perform complex and detail-oriented work.
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The Financial Planner is responsible for the last five of six steps in the CFP Boards Financial Planning Process. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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A Master's degree or relevant professional certifications (e.g., Certified Retirement Plan Consultant, Certified Financial Planner) is highly desirable. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success.
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Explore a career as a FINANCIAL PLANNER! We have an immediate opening for a highly motivated analytical individual to join us in the Greater Heartland Financial group. Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
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The Financial Planner will sit alongside our Ellerbrock-Norris Wealth Strategies team and work with our existing clients on holistic financial planning. We are looking for a CERTIFIED FINANCIAL PLANNER (TM) professional to join our team in Omaha, Nebraska.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Must be able to develop and maintain community Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF) designations desired.
$145,000 - $265,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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CERTIFIED FINANCIAL PLANNER™ (CFP) designation. Provide technical expertise in the use of the firm’s financial planning and investment management software. This position ensures stated policies, procedures, and measurements for creating and maintaining comprehensive business development goals, the client experience and financial plans are effective and efficient.
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NPS ESP Enrollees benefit from the opportunity to keep technical skills current; to access new training opportunities; to engage in gainful project-based positions; and to undertake meaningful tasks using their experience and talent to contribute to the environment, the national economy, and their own financial security.
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AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged.
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financial planner jobs in Omaha, NE
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