Financial Planner / Senior Financial Planner

Stevens Capital Partners is a thriving and fast‑growing fee‑only SEC‑registered financial advisory firm headquartered in Omaha. Our team's core mission is to delight our clients with exceptional, white‑glove service. We are actively seeking a dedicated and qualified individual to join our team of experienced professionals.

JOB DESCRIPTION

We are looking for a Financial Planner or Senior Financial Planner who will play a vital role in working closely with our advisor team and serving high‑net‑worth clients. This role primarily focuses on constructing financial plans, conducting research across all six areas of financial planning, and supporting our financial advisors in serving their clients. The planner will be responsible for preparing client and internal analysis and solutions, as well as assisting in managing relationships, making client recommendations, and providing guidance around insurance, pensions, and distribution planning.

KEY RESPONSIBILITIES

Collaborate closely with the company’s financial advisors Build comprehensive financial plans Conduct research across all areas of financial planning Assist in managing client relationships Work closely with administrative staff to ensure a high level of client satisfaction Utilize third‑party software for client information maintenance, financial account reporting, and rebalancing Collaborate with our custodians, portfolio managers, banks, attorneys and tax professionals to effectively plan and manage client accounts

KEY COMPETENCIES

Technical Proficiency creating and presenting financial plans to clients Basic understanding of portfolio management, investment strategies, and alternative investments Familiarity with the financial services and securities industries Communication Demonstrated ability to communicate effectively and in a timely manner with clients, custodial contacts, investment managers, team members and related professionals Successful coordination of various third parties to work together for clients’ convenience Detailed and Organized Extreme attention to detail and accuracy is a MUST Solid time management and project management skills Proven ability to handle multiple projects and meet deadlines Ability to create organizational systems that make information easily accessible Behavioral Exhibit a “figure it out” attitude Creating operational procedures and efficiencies Ability to quickly learn new concepts and operate in a fast‑paced, time‑sensitive environment Competence to recognize inefficiencies, develop processes to improve efficiency and reduce errors Proficiency in managing deadlines and aligning client and advisor expectations Teamwork and Problem Solving Strong team collaboration skills Good judgment and the ability to make timely and sound decisions Ability to identify when specialists need to be involved and when to seek additional assistance Demonstrated personal and professional growth, including seeking and acting on constructive feedback, taking on challenging assignments, and showing resilience in the face of setbacks

QUALIFICATIONS

Bachelor’s degree in Finance, Accounting, Economics, or a related field Professional experience of 3–5 years for a Financial Planner; 5–7 years for a Senior Planner Proficient with CRM systems and custodial platforms, ideally Schwab and Fidelity Knowledge of platforms such as Money Guide Pro or eMoney, Holistiplan, and DocuSign is a plus Familiarity with compliance requirements for handling highly confidential information Clean regulatory background

CAREER OPPORTUNITY

The successful candidate is entering an ideal environment to succeed and thrive - the team at Stevens Capital Partners includes CFP registered financial advisors, a CFA charter holder, and former company CFOs and COOs. The culture is fast‑paced, collaborative, achievement‑oriented and focused on company growth while providing career development for each team member. Compensation package provides a competitive salary range commensurate with the successful candidate’s experience and expertise. Benefits package includes a generous health and dental plan, plentiful paid time off and holidays, retirement savings plan, and professional development and continuing education assistance. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr Stevens Capital Partners