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Callahan Financial Planning is seeking to hire a Financial Planner. The Financial Planner cultivates relationships and provides financial planning and investment advice to high-net-worth clients. This includes comprehensive planning of client's entire financial situations, including investments, retirement planning, estate planning, income taxes, and risk management.
Preferred education and/or experience includes bachelor's degree. 2+ years' experience in interacting with clients in a direct financial advisory capacity. Certified Financial Planner (CFP) preferred. Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) also preferred.
Location: Omaha, NE
Competitive benefits package:
TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.
TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group's valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group's obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.) Remote employees not physically located at the facility may access the Affirmative Action Plan through the intranet site, or may request a copy of the Affirmative Action Plan for review and return should no internet access be available.
Position Type: Full-time
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