Financial Planning Professional – Omaha

Southwestern Investment Advisory Services is seeking an exceptional Financial Planning Professional to support financial advisors and assist with efficient, quality client service. The position requires a self-motivated, positive professional with a strong desire to exceed expectations in supporting the growing team. A successful candidate has exceptional attention to detail, is a great communicator and willing to work independently and as part of a team, has problem-solving skills, high standards for integrity, honesty, professionalism, and a superb work ethic.

This position works in conjunction with the Advisor to determine various opportunities to educate and inform clients to help achieve their financial goals. The position will require extensive research and analysis of client data, various planning software and various other tools to provide a clear and concise plan. Extensive knowledge in all areas of planning.

Job Duties and Responsibilities

Required Qualifications


Apply to join the team at Southwestern Investment Group.