layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Financial Planner
Cornerstone Financial Group, LLC
Omaha, NE, US
Source: Cornerstone Financial Group, LLC careers · View original posting
- Pay
- $80,000 — $105,000 USD per year
- Employment
- full time
Employer job description
From Cornerstone Financial Group, LLC's posting. “We” and “our” refer to the employer.
The Opportunity
We're hiring a Financial Planner to join our Omaha office to lead new client relationships and work directly with firm partners serving the financial planning and investment needs of current clients. The long-term goal for this position is to grow into a senior financial planner with your own client relationships and support staff. You’ll begin by supporting our senior planners as you learn our systems and unique approach to providing financial advice.
This encompasses meeting preparation, financial plan development, investment reporting, participating in portfolio design, ongoing client support and communication, and joining client meetings.
What You'll Do
- Prepare meeting materials, financial plans, and analysis ahead of client conversations, and manage the follow-up once decisions are made