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Financial Planning Associate

Description

Ref ID: 02500-0011400682

Classification: Financial Planning & Analysis Manager

Compensation: $40000.00 to $55000.00 yearly

Robert Half is working with a client looking to find a Financial Planning Associate in Omaha, NE. This individual would be responsible for financial planning activities such as working on the financial side with retirement accounts, estate tax planning, investment analysis, and insurance review. This is a great role to gain experience in multiple areas of financial analysis and review to expand your knowledge. Position Requirements & Responsibilities: • Interacting daily with clients (and prospective clients inquiring about the operational services) • Performing and supporting other financial planning staff and their functions (e.g. retirement, estate planning, investment, insurance, and similar advice) • Working in a team environment with other financial planning staff • Be interested in learning more about personal financial planning, and helping grow financial planning company that avoids selling financial products • Assist and support other financial planning staff members as needed • Perform other duties as assigned by team and supervisor • Must be proficiency with problem solving and adaptability • Highly analytical and critical thinker • Strong decision-making ability • Strong subject knowledge of personal financial planning and income taxes in the U.S. • Ability to work autonomously and with discipline to initiate action alone ***For immediate consideration, please forward your resume via email to [Click Here to Email Your Resumé]***

Requirements

Education/Experience: • 2+ years of experience interacting with clients in a high-quality service environment is required • 1 year or more of past experience in personal financial planning, wealth management, tax preparation, or banking is required • A Bachelor's degree or greater is preferred, but not required for applicants with sufficient relevant experience to this position

Robert Half Finance & Accounting matches skilled finance and accounting professoinals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local office at 888.490.5461 or visit www.roberthalf.com/jobs/finance to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-NE-Omaha
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Apply

Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-NE-Omaha
Recruiter
402- 397-8107
402- 493-7930
Snapshot
Robert Half
Company:
US-NE-Omaha
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 02500-0011400682

Classification: Financial Planning & Analysis Manager

Compensation: $40000.00 to $55000.00 yearly

Robert Half is working with a client looking to find a Financial Planning Associate in Omaha, NE. This individual would be responsible for financial planning activities such as working on the financial side with retirement accounts, estate tax planning, investment analysis, and insurance review. This is a great role to gain experience in multiple areas of financial analysis and review to expand your knowledge. Position Requirements & Responsibilities: • Interacting daily with clients (and prospective clients inquiring about the operational services) • Performing and supporting other financial planning staff and their functions (e.g. retirement, estate planning, investment, insurance, and similar advice) • Working in a team environment with other financial planning staff • Be interested in learning more about personal financial planning, and helping grow financial planning company that avoids selling financial products • Assist and support other financial planning staff members as needed • Perform other duties as assigned by team and supervisor • Must be proficiency with problem solving and adaptability • Highly analytical and critical thinker • Strong decision-making ability • Strong subject knowledge of personal financial planning and income taxes in the U.S. • Ability to work autonomously and with discipline to initiate action alone ***For immediate consideration, please forward your resume via email to [Click Here to Email Your Resumé]***

Requirements

Education/Experience: • 2+ years of experience interacting with clients in a high-quality service environment is required • 1 year or more of past experience in personal financial planning, wealth management, tax preparation, or banking is required • A Bachelor's degree or greater is preferred, but not required for applicants with sufficient relevant experience to this position

Robert Half Finance & Accounting matches skilled finance and accounting professoinals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local office at 888.490.5461 or visit www.roberthalf.com/jobs/finance to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

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Financial Planning Associate Apply now