Private Client Services Financial Planner

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

Develop comprehensive financial plans and sophisticated planning models for high-net-worth and complex client situations. Translate advanced planning strategies into clear, actionable insights that support advisors and clients in making informed financial decisions. Prepare client-ready analyses, presentations, and scenario modeling while ensuring accuracy, consistency, and alignment with overall financial planning strategy. Participate in client discussions and planning engagements to communicate complex financial concepts with clarity and professionalism.

What To Expect

• Financial Planning & Scenario Modeling: Develop and maintain comprehensive financial plans using industry planning software. Model complex financial planning scenarios including retirement projections, liquidity events, estate planning strategies, charitable planning, and tax-efficient distribution strategies. Translate complex balance sheets and financial data into structured planning analyses. Prepare clear, client-ready plan summaries and scenario comparisons. Ensure planning assumptions and outputs are accurate, defensible, and aligned with financial planning strategies.

• Data Integration & Financial Analysis: Incorporate investment and balance sheet data into planning analyses using portfolio reporting platforms and planning tools. Coordinate with investment professionals and internal stakeholders to ensure portfolio projections and planning assumptions are aligned. Integrate investment reporting, financial data, and planning models into cohesive financial planning outputs.

• Client Engagement & Presentation Support: Prepare financial planning materials and analysis in advance of client meetings. Present financial planning concepts, recommendations, and scenario outcomes during client discussions. Translate complex financial strategies into clear explanations for clients and advisors. Document follow-up items and implement planning updates following client meetings.

• Strategic Planning & Case Design: Research advanced financial planning strategies including estate, tax, liquidity, and multi-generational planning approaches. Support the evaluation of planning opportunities across complex client situations. Contribute to internal case discussions and strategy development. Maintain planning templates, modeling standards, and presentation best practices.

• Process Management & Collaboration: Coordinate with advisors, client service professionals, and data providers to gather planning inputs and documentation. Maintain data accuracy within planning systems and supporting materials. Deliver planning analyses and client materials within required timelines. Identify opportunities to improve planning workflows, tools, and operational efficiency.

• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

• Bachelor’s degree in Finance, Financial Planning, Economics, Business, or related field required.

• Certified Financial Planner (CFP®) designation or completion of CFP® coursework with eligibility to sit for the exam required.

• Additional professional credential such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Juris Doctor (JD), Chartered Advisor in Philanthropy (CAP®), or similar credential preferred.

• Minimum of five years of financial planning experience supporting high-net-worth or complex clients required.

• Experience developing and presenting comprehensive financial plans required.

• Experience supporting senior advisors or financial planning teams with complex client situations required.

• Advanced proficiency in financial planning software such as eMoney or MoneyGuide Pro required.

• Experience utilizing portfolio reporting or balance sheet aggregation platforms such as Addepar preferred.

• Strong technical knowledge of financial planning concepts including retirement planning, tax strategy, estate planning, and wealth transfer strategies required.

• Ability to model complex financial scenarios and synthesize results into clear insights required.

• Strong presentation, communication, and client engagement skills required.

• Ability to manage multiple planning engagements simultaneously while maintaining high attention to detail required.

• Collaborative mindset with strong organizational and problem-solving skills required.

• Professional discretion and ability to interact with sophisticated clients and stakeholders required.

EEO Statement:

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $105,000 - 140,000.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.