Certified Financial Planner

About Ellerbrock-Norris Wealth Strategies

At Ellerbrock-Norris Wealth Strategies, we help clients protect their purpose through thoughtful financial planning, wealth management, retirement planning, tax-efficient strategies, and long-term stewardship.

We believe great financial advice goes beyond investments. Our advisors help clients make confident decisions about their future while building trusted relationships that span generations.

About the Role

The Financial Planner works alongside our Wealth Strategies team to help clients achieve long-term financial success through comprehensive financial planning and strategic guidance.

This role is ideal for a CFP professional who enjoys working directly with clients and developing thoughtful financial planning strategies. The successful candidate may bring an existing book of business, but it is not required. More importantly, we're looking for someone who has experience building client relationships, participating in planning discussions, and helping clients navigate important financial decisions.

During the first year, the Financial Planner will spend significant time learning our clients, participating in meetings, understanding our planning philosophy, and partnering closely with senior advisors. Over time, this individual will assume greater responsibility for client relationships and become a key contributor to the continued growth of our Wealth Strategies practice.

What You'll Do

Client Planning & Relationship Management

• Participate in discovery, planning, review, and recommendation meetings with clients
• Develop and deliver comprehensive financial plans tailored to client goals
• Build trusted relationships with clients and their families
• Assist clients with retirement planning, investment strategy, estate planning considerations, tax-efficient planning, and wealth transfer strategies
• Help clients navigate complex financial decisions with clarity and confidence
• Support the ongoing servicing and retention of existing client relationships

Planning & Strategy

• Analyze client financial information and identify planning opportunities
• Develop recommendations and planning strategies that align with client goals
• Collaborate with internal advisors and support staff to deliver a seamless client experience
• Stay current on industry trends, regulations, planning techniques, and investment strategies
• Contribute to the continuous improvement of planning processes and client deliverables

Business Development & Growth

• Cultivate relationships that lead to future business opportunities
• Develop referral relationships with clients and centers of influence
• Participate in community and networking activities
• Contribute to the growth of the firm's wealth management practice
• If applicable, transition and manage an existing book of business

What We're Looking For

Required

• CFP® designation in good standing
• 3+ years of experience in financial planning, wealth management, or a related advisory role
• Experience working directly with clients in a planning-focused environment
• Strong understanding of retirement, investment, estate, and tax planning concepts
• Excellent communication and relationship-building skills
• Strong analytical and problem-solving abilities
• Ability to work collaboratively in a team-oriented environment

Preferred

• Experience helping build, manage, or support a book of business
• Existing client relationships or transferable assets
• Experience working with high-net-worth individuals and business owners
• Familiarity with financial planning software and wealth management technology
  
  

What Success Looks Like

First 12 Months

• Learn EN's planning philosophy, processes, and client experience
• Participate in client meetings and planning engagements
• Build strong internal relationships across the organization
• Gain a deep understanding of existing client relationships
• Begin taking ownership of planning responsibilities and client interactions

Long-Term

• Become a trusted advisor to clients and their families
• Manage and grow a portfolio of client relationships
• Contribute to the continued growth of the Wealth Strategies division
• Help strengthen EN's reputation as a trusted financial planning and wealth management partner

The Stakeholder Experience

Ellerbrock-Norris Wealth Strategies is dedicated to ensuring all employees of the agency are knowledgeable, and the agency provides all team members the training and resources needed to be successful in their job and provide our client’s the best experience possible. All insurance representatives of the agency are required to obtain and maintain the Nebraska property and casualty license. Ellerbrock-Norris Wealth Strategies makes available all materials and courses to complete the licensing and continuing education requirements. Other certifications may be pursued as the employee wishes to further their knowledge and understanding of the insurance industry.

Ellerbrock-Norris Wealth Strategies is committed to equal opportunity employment and does not tolerate discrimination based on an individual’s race, sex, religion, color, national origin, disability, marital status, veteran status, age, gender identity or sexual orientation, genetic characteristics or information, or any other basis prohibited by law.