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Senior Planning Associate, Certified Financial Planner
Senior Planning Associate, Certified Financial Planner
Hemphill Exclusive
One of Omaha’s distinguished wealth management firms has exclusively retained us in search for a Senior Planning Associate, Certified Financial Planner (CFP) to join their growing advisory team. This is ideal for an accomplished professional with approximately ten years of comprehensive financial planning experience who thrives in a sophisticated, client-focused environment. The selected candidate will partner closely with senior advisors and firm leadership to design, refine, and execute planning strategies that address complex financial needs in retirements, investments, tax and estate strategies, insurance, and wealth planning.
Key Responsibilities:
Collaborate with senior advisors to deliver client-centric planning strategies tailored to high-net-worth and ultra-high-net-worth households.
Analyze sophisticated financial data to inform planning recommendations across multi-generational and multi-entity structures.
Deliver financial planning recommendations aligned to the planning philosophy of the firm.
Cultivate trusted, long-term relationships through proactive communication, education, and consistent service excellence.
Contribute to internal process improvements and communication planning best practices within a collaborative, mentorship-oriented culture.
Qualifications:
- Minimum of 10 years’ experience as a practicing Certified Financial Planner (CFP)
- Proven track record serving high-net-worth and ultra-high-net-worth clients
- In-depth understanding of insurance, investment management, estate and tax planning, and advanced wealth management strategies
- Strong analytical, interpersonal, and communication skills
- Bachelor’s degree, CFP license required, life and health insurance certifications, and a CPA is preferred.
This is a rare opportunity to join one of Omaha’s premier wealth management firms—recognized for its integrity, client loyalty, staff retention, and high performance in the industry. The firm’s growth centric philosophy supports professional development, cohesive collaboration and values work-life balance, and long-term impact.
Qualified professionals are encouraged to apply in confidence.
To learn more details about this opportunity, call Dave Ruppelt at 402.334.4800 *215 or send your resume to druppelt@hemphillsearch.com Job Number 9561DR
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Contact Information
Dave Ruppelt
(402) 334-4800 ext 215
Dave has more than 15 years of success in recruiting & selection, and more than a decade of leadership within accounting and financial recruiting. A key factor in Dave’s success is his passion to build long-standing relationships while gaining an in-depth understanding of an individual’s strengths, interests, career goals, and the type of company, culture, and work that inspires an individual to do their best. Dave takes pride in his work, and knows that helping an individual step into a position where they are focused on their strengths, while having the opportunity to grow professionally, are key factors in identifying the right match. “It is incredibly rewarding to know that we have helped make a real difference in the life of an individual when we place them into a company where they are well positioned for success, happiness, and career growth.”
Dave understands that the biggest factor contributing to the success of a leader is their ability to identify, hire, develop, and retain high quality employees who work well as a team. Dave is passionate about building relationships with talented individuals and thoughtful while selecting individuals who will be successful and happy in their new position long-term. It is all about finding the right match, so Dave pushes himself to make sure we are placing an individual into a position where they will thrive, exceed expectations, enjoy their new team, and feel a sense of accomplishment while making a real difference in the success of the company.
Dave grew up in Glendale, Arizona where he had a lot of fun and success as a competitive long-distance swimmer. He earned his Bachelor’s Degree from DeVry University in Phoenix, then entered the recruiting industry where he thrived. Dave moved to Fort Collins, Colorado where he led the Accounting & Finance division of a large recruiting firm for more than ten years. Dave relocated to Nebraska to be near his wife Melissa’s family and is proud to be deeply rooted in Nebraska and a Cornhusker fan! Dave is a family man who also loves the outdoors, so you might find him hunting, fishing, camping or working with Melissa and their three sons on their small farm.