Forget all the rules.
At first glance you'll notice Callahan Financial Planning is quite different from its peers. Both local and independent, we are leading a new way of planning for the financial future of the client's we serve. We believe that true financial planning can only begin once the burdens of conflict, often found in financial services, are removed. As a Nebraska Registered Investment Advisor (RIA), our firm is unique in providing the high-class service of fiduciary care to the people of Omaha.
Working at Callahan Financial Planning can be a truly rewarding experience. Every employee holds the great responsibility of the highest care to our clients, which comes with the powerful reward of knowing you changed the lives of the people you serve.
If you're up for the task and want to make an impact on the community you call home too, we'd love to hear from you!
All candidates applying to work with us should:
Passionately believe in the difference a fee-only approach makes (service without a salesperson or commissions).
Be willing to work with clients every step of the way to ensure they are meeting their goals.
Desire to help those who are not clients understand their financial future and empower them to make necessary changes.
Be ready to help current and prospective clients with inquiries about their financial plan or potentially becoming a client.
Aspire to be a part of building a financial planning company that's never been built before.
Possess a desire to grow within our company.
Full-time employees of Callahan Financial Planning Company are eligible for the following benefits:
Individual Health & Dental Insurance Reimbursement
Optional access to a Health Savings Account (HSA) with a High Deductible Health Insurance Plan (HDHP)
Retirement Plan Participation (After 1 year of employment)
Paid Time Off
Friends and Family Discount – Friends and Family of staff members receive a large discount off financial planning services
Access to participating Midtown Crossing Merchant Employee's Discounts
Interested applicants should email a cover letter and resume to the attention of our hiring manager at firstname.lastname@example.org. Callahan Financial Planning Company is an Equal Opportunity Employer.