What are the responsibilities and job description for the Financial Advisor position at Ludacka Wealth Partners?

Company

Ludacka Wealth Partners is a financial planning and advisory firm, which for 27 years has offered wealth management, retirement and estate planning, and comprehensive insurance coverage to clients in over 40 states. In 2024, for the fourth consecutive year Ludacka Wealth Partners was ranked as a Top 20 Financial Security Practice in the United States by Forbes Magazine , and was recognized by Northwestern Mutual as the #2 financial advisory firm in the Northwestern Mutual network nationwide .

Job Description

Ludacka Wealth Partners seeks experienced financial advisors to join the firm as a Private Wealth Advisor or Lead Financial Advisor. This role is responsible for developing new wealth management and insurance clients, crafting comprehensive financial plans for clients, and managing on-going client relationships with highest level of service, support, and education.

Marketing & Business Development

Aggressively and independently source new client opportunities
Maintain and communicate open case inventory of new opportunities with the team
Be visible in the community through board participation and civic event attendance

Financial Planning

Create detailed financial plan for clients from accumulation through distribution

Demonstrate superior knowledge of all elements of an integrated financial plan, including investments, insurance, annuities, trusts, and estate plans

Clearly communicate plan results to clients to provide financial security and peace of mind

Client Relationship Management

Proactively develop and maintain deep and meaningful relationships with top clients

Exhibit excellence in every client encounter, including regular meetings, interim communications, and necessary client requests and follow-ups.

Operate as a liaison when appropriate with a client’s attorneys, CPA’s and other members of their financial planning team

Desired Skills and Experience

5-10 years of experience in a financial advisory role

Superior client-service and relationship management skills

Demonstrated success in finding and closing new business development opportunities

High attention to detail, strong organizational skills, superior commitment to responsibility

Must exhibit the highest level of personal integrity, discretion, and good judgment

Ability to effectively work through challenging situations with limited direction

Proactive mind-set with the ability to anticipate and resolve issues

Ability to embrace change and work in a fast-paced professional environment

Prefer active FINRA Series 7 and 63 / 66 and state-required life & health insurance licensing; otherwise required to be achieved within six months of start date

Current CFP designation a plus; otherwise attained within one year of start date

Career Opportunity

Ludacka Wealth Partners has been one of the most successful financial advisory practices within the Northwestern Mutual network for more than 25 years. This position provides the successful candidate an opportunity to make an immediate impact on firm growth, while providing for long-term personal and professional growth.

The successful candidate is entering an ideal environment to succeed and thrive - the team at Ludacka Wealth Partners includes CFP registered financial advisors, several licensed support advisors and analysts, a CFA charter holder, and former company Presidents, CFOs, and COOs. The culture is fast-paced, collaborative, achievement-oriented and focused on the growth and development of each individual.

Competitive salary and bonus compensation commensurate with experience and expertise, plus incentive compensation based on business development and relationship management success metrics, resulting in total annual cash compensation potential of $200,000 to $500,000. Benefits package includes health / dental / vision / disability insurance, generous paid time off, retirement savings plan, wellness program, and professional development and continuing education assistance.

Ludacka Wealth Partners and Northwestern Mutual

Ludacka Wealth Partners is an independently-owned financial planning and advisory firm that represents Northwestern Mutual.

Northwestern Mutual is a financial services company that offers a variety of insurance and investment solutions. Since its founding in 1857, through every recession and every economic boom, it has kept its focus on the long term, delivering our clients and policy owners consistent financial strength year after year. Northwestern Mutual financial representatives build lifelong relationships to help clients identify their unique needs in order to provide long-term solutions.

Apply for this job

Receive alerts for other Financial Advisor job openings

Financial Advisor

What are the responsibilities and job description for the Financial Advisor position at Ludacka Wealth Partners?

What is the career path for a Financial Advisor?

Not the job you're looking for? Here are some other Financial Advisor jobs in the Omaha, NE area that may be a better fit.

We don't have any other Financial Advisor jobs in the Omaha, NE area right now.

AI Assistant is available now!