Investment Advisor + Lutz Financial
Lutz · Omaha, Nebraska, United States
FULL TIMEpermanent
Job Description
Company: Lutz FinancialLevel: Experienced (5+ years of experience)Type: Full-TimeLocation: Omaha, NE
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
ABOUT LUTZLutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters.
At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.
FINANCIALLutz Financial takes a comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique goals, whether that’s building a secure financial future, managing investments, or designing retirement plans for businesses. Our team is backed by decades of experience and a range of industry-leading credentials, including CFP®, CFA®, and CPA. What sets us apart? We dive deep—examining every aspect of a client’s financial life, from cash flow and education planning to tax strategies and estate considerations. If you’re passionate about helping individuals and businesses thrive financially, Lutz Financial is the perfect place to grow your career while making a meaningful impact.
We like it here, and we think you will, too.
MAKE AN IMPACTAs an Investment Advisor, you will:Serve as the advisor and lead planner for high-net-worth individuals and families, delivering comprehensive, goals-based financial planning and ongoing wealth managementDevelop, present, and maintain customized financial plans that address the full picture of each client's financial life, including: Retirement and cash flow planning / Investment strategy and asset allocation / Tax-efficient planning in coordination with our CPA affiliate / Estate, trust, and wealth transfer considerations / Charitable planning / Risk management and insurance / Education funding and other long-term goalsConduct client meetings (in-person, virtual, and phone) across the full relationship lifecycle, from discovery and plan design to implementation and periodic reviewsGuide clients through key life and wealth events, such as retirement, business transitions, inheritance, and major liquidity decisions, with tailored, disciplined adviceCoordinate with the firm's investment team, CPA partners, and outside professionals (attorneys, insurance specialists) to deliver a fully integrated planning experienceDeepen and expand existing client relationships while cultivating referrals and new business opportunities that support the firm's long-term growthServe as a trusted, client-facing representative of Lutz Financial, reinforcing our commitment to fiduciary excellence and exceptional client serviceAssist operations and administrative teams as needed
QUALIFICATIONS5+ years of comprehensive financial planning or wealth management experience, preferably serving high-net-worth individuals and familiesBachelor's degree in finance, accounting, or businessCFP® designation preferredStrong command of financial planning strategy across investments, retirement and cash flow, tax, estate and wealth transfer, and risk managementExcellent communication and presentation skills, with the ability to explain complex topics in a clear and relatable wayProven ability to build, deepen, and retain long-term client relationships and manage a book of businessHighly organized, adaptable, and comfortable xzbcwsv managing priorities in a fast-paced environmentTech-savvy, proactive, and detail-oriented with strong analytical skills, including proficiency with financial planning and portfolio softwareTeam-oriented mindset with a commitment to collaboration and client service
BENEFITSInvestments & IncentivesCompetitive Base Salary | Matching 401k Program | Profit-Sharing |New Client Referral Incentives | Professional Certification Exam IncentivesLifestyle BalancePaid Holidays | Paid Time Off (PTO) | Flexible Schedule |Employee Appreciation Events | Social Events | Family OutingsProfessional DevelopmentFormal Mentor Program | Continuing Education | Leadership Development Program | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License SupportHealth & WellnessComprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance ProgramOffice Perks“Dress for Your Day” Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
ABOUT LUTZLutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters.
At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.
FINANCIALLutz Financial takes a comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique goals, whether that’s building a secure financial future, managing investments, or designing retirement plans for businesses. Our team is backed by decades of experience and a range of industry-leading credentials, including CFP®, CFA®, and CPA. What sets us apart? We dive deep—examining every aspect of a client’s financial life, from cash flow and education planning to tax strategies and estate considerations. If you’re passionate about helping individuals and businesses thrive financially, Lutz Financial is the perfect place to grow your career while making a meaningful impact.
We like it here, and we think you will, too.
MAKE AN IMPACTAs an Investment Advisor, you will:Serve as the advisor and lead planner for high-net-worth individuals and families, delivering comprehensive, goals-based financial planning and ongoing wealth managementDevelop, present, and maintain customized financial plans that address the full picture of each client's financial life, including: Retirement and cash flow planning / Investment strategy and asset allocation / Tax-efficient planning in coordination with our CPA affiliate / Estate, trust, and wealth transfer considerations / Charitable planning / Risk management and insurance / Education funding and other long-term goalsConduct client meetings (in-person, virtual, and phone) across the full relationship lifecycle, from discovery and plan design to implementation and periodic reviewsGuide clients through key life and wealth events, such as retirement, business transitions, inheritance, and major liquidity decisions, with tailored, disciplined adviceCoordinate with the firm's investment team, CPA partners, and outside professionals (attorneys, insurance specialists) to deliver a fully integrated planning experienceDeepen and expand existing client relationships while cultivating referrals and new business opportunities that support the firm's long-term growthServe as a trusted, client-facing representative of Lutz Financial, reinforcing our commitment to fiduciary excellence and exceptional client serviceAssist operations and administrative teams as needed
QUALIFICATIONS5+ years of comprehensive financial planning or wealth management experience, preferably serving high-net-worth individuals and familiesBachelor's degree in finance, accounting, or businessCFP® designation preferredStrong command of financial planning strategy across investments, retirement and cash flow, tax, estate and wealth transfer, and risk managementExcellent communication and presentation skills, with the ability to explain complex topics in a clear and relatable wayProven ability to build, deepen, and retain long-term client relationships and manage a book of businessHighly organized, adaptable, and comfortable xzbcwsv managing priorities in a fast-paced environmentTech-savvy, proactive, and detail-oriented with strong analytical skills, including proficiency with financial planning and portfolio softwareTeam-oriented mindset with a commitment to collaboration and client service
BENEFITSInvestments & IncentivesCompetitive Base Salary | Matching 401k Program | Profit-Sharing |New Client Referral Incentives | Professional Certification Exam IncentivesLifestyle BalancePaid Holidays | Paid Time Off (PTO) | Flexible Schedule |Employee Appreciation Events | Social Events | Family OutingsProfessional DevelopmentFormal Mentor Program | Continuing Education | Leadership Development Program | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License SupportHealth & WellnessComprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance ProgramOffice Perks“Dress for Your Day” Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks
Details
| Company | Lutz |
| Location | Omaha, Nebraska, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |