Financial Planner

Job overview

The Financial Planner role is hybrid, based in Omaha, Nebraska, with in-office work and work-from-home flexibility. Compensation is not specified. Avior Wealth Management helps individuals plan with intention and align financial strategies with their goals and values. The planner works with advisors, clients, and professional partners to develop, implement, and monitor personalized plans across retirement, investments, tax, insurance, cash flow, estate, business-owner, and education needs. The role may follow a financial-planner path or transition to a full-time advisor at the employee’s pace.

What you'll do

• Collaborate with advisors and clients to build, monitor, and implement personalized financial plans
• use MoneyGuidePro and proprietary planning tools
• address retirement, investment, tax, insurance, cash flow, estate, business-owner, and education planning
• coordinate implementation with CPAs, attorneys, and insurance agents.

What we're looking for

Skills & competencies

financial planner

wealth management

financial planning

retirement planning

investment planning

moneyguidepro

omaha ne

hybrid

monday–friday

avior wealth management

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with matching
• dental, vision, and health insurance
• HSA and FSA
• life and disability insurance
• employee assistance program
• flexible paid time off.

Why this role

Monday–Friday, 8:00 a.m.–4:30 p.m.; CFP designation or active pursuit required; flexible path to transition to a full-time advisor.

About the employer

Avior Wealth Management LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.