Financial Planner

Job overview

The Financial Planner role is onsite in Omaha, NE; compensation is $80,000 to $105,000 base salary, plus a bonus of up to 10% based on experience and qualifications. The role joins Cornerstone Financial Group’s Omaha office and supports the firm’s financial planning and investment work for current and prospective clients. The planner initially supports senior planners and partners while learning the firm’s systems and planning approach, with a long-term goal of developing into a senior planner with client relationships and support staff. The work contributes to comprehensive client planning across retirement income, investments, tax strategy, and estate considerations.

What you'll do

• Prepare meeting materials, financial plans, and analysis
• manage follow-up after client decisions
• support comprehensive planning across retirement income, investments, tax strategy, and estate considerations
• meet prospective clients and manage relationships
• collaborate with the shared support team
• improve planning, investment advice, and operational processes
• and stay current on planning strategies, technology, markets, and tax law.

What we're looking for

Skills & competencies

cornerstone financial group

omaha ne

financial planner

financial planning

investment advice

retirement planning

tax strategy

estate planning

client relationships

cfp preferred

$80k–$105k base

up to 10% bonus

Work arrangement

• Weekend coverage required

Benefits & perks

• Fully paid family health insurance, SIMPLE IRA with 3% match, 13 paid holidays, three weeks of PTO plus sick and personal leave, and company-paid CFP renewal and continuing education with approval.

Why this role

CFP certification is highly preferred; candidates without it need significant progress toward the designation and a track record leading client relationships in a planning-focused environment. CPA, EA, or CFA credentials are preferred.

About the employer

Cornerstone Financial Group, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.