Full time
Lutz and Company
Omaha, NE
If you’re the kind of advisor who believes client relationships are everything—not just transactions—this is your opportunity to step into a role where your expertise is valued and your client experience truly matters. Join a team that prioritizes thoughtful financial guidance, long-term relationships, and a high-touch, “white glove” approach to service. This position offers the rare chance to inherit and manage an existing book of business, allowing you to focus on what you do best—advising clients, building trust, and delivering meaningful financial outcomes. What You’ll Do Serve as the primary advisor for an established client base, delivering personalized financial guidance Build deep, long-term relationships through proactive communication and exceptional service Provide comprehensive financial planning alongside ongoing investment advice Act as a trusted partner, helping clients navigate complex financial decisions Identify opportunities to enhance client...

