Financial Planner
Company: Cornerstone Financial Group, LLC
Role summary
Financial Planner is a full-time role at Cornerstone Financial Group, LLC in Omaha, Nebraska, United States (on-site). Posted 2026-10-09. Salary: USD 80,000–105,000 per year. Experience level: 2-5.
- Job title
- Financial Planner
- Company
- Cornerstone Financial Group, LLC
- Location
- Omaha, Nebraska, United States
- Work arrangement
- on-site
- Employment type
- full-time
- Category
- Software Engineering
- Salary
- USD 80,000–105,000 per year
- Experience level
- 2-5
- Date posted
- 2026-10-09
Cornerstone Financial Group is looking for a Financial Planner to join their Omaha team! This is a full-time role with a great salary where you'll get to build client relationships and grow into a senior position with your own team.
Job description
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
Support senior partners in delivering our comprehensive planning process across retirement income, investments, tax strategy, and estate considerations
Meet with prospective new clients and manage relationships end-to-end
Collaborate with our shared support team to keep client service consistent and timely
Work directly with senior partners to continue to improve our internal financial planning, investment advice, and operational processes as the firm continues to grow
Stay current on planning strategies, industry-leading technology, financial markets, and tax law changes
What We're Looking For
CFP® certification is highly preferred. If you're not yet certified, significant progress toward the designation plus a track record of leading client relationships in a planning-focused environment is required
Candidates with CPA, EA, or CFA credentials will receive preference
Comfort owning complex, detail-heavy planning tasks including retirement planning, portfolio analysis, tax projections, estate coordination independently
Experience with Charles Schwab or Altruist, Orion Advisor Services, Right Capital, Redtail, Holistiplan, Microsoft Office Suite, general AI prompting is preferred
A fiduciary mindset and a genuine interest in achieving positive client outcomes
Self-starter, ability to take on new challenges and develop solutions that can be shared with other team members, excited about growing with a small team
Someone who leads with kindness and works diligently to accomplish good in the world and make a meaningful difference in the lives of others
Compensation and Benefits
$80,000-$105,000 base salary, plus a bonus of up to 10% based on experience and qualifications
Potential future compensation adjustments based on led client relationships and new client growth
Fully paid family health insurance
SIMPLE IRA with a 3% match
13 paid holidays, plus three weeks of PTO, sick, and personal leave
Company-paid CFP® certification renewal, continuing education, and additional professional development with approval
Why Cornerstone
We're a close-knit team of experienced professionals growing a practice built on client-first planning and deep technical skills. Our “secret sauce” to clients is delivering incredibly high-touch service, backed with research, evidence, and data (we don’t believe in black boxes), and delivering this all in a personal, deeply caring relationship. We believe that money is a tool, and we want to help our clients be the best stewards of their resources while enabling them to accomplish their life goals. We win when our clients win, and we want to be their biggest cheerleaders. You’ll have coworkers who are invested in your growth and bring their best to the table each day. We invest in our processes and our technology as we want our team to have the tools they need to be effective. We’re excited that we’re growing, and we’re doing so without losing the culture that got us here.
Apply for Financial Planner at Cornerstone Financial Group, LLC