Financial Planning Analyst

Position:           Financial Planning Analyst

Start date:        Immediately, May 2026 at the latest.

Job Description:

As a Financial Planning Analyst, you will directly support our financial advisors and planning leadership by taking ownership of client meeting preparation, financial plan development, documentation, and follow-through. 

This role is designed as the first phase of our advisor development track, providing hands-on experience in financial planning, analysis, and case preparation before progressing into client-facing advisor responsibilities.  With a structured development plan in place, our successful analysts may progress to client service advisor roles and ultimately to a full-service financial advisor position.  If your long-term goal is to be a financial advisor, this is how you start – by mastering planning & preparation, not by selling to friends & family.

Career Opportunity:

This role is part of Ludacka Wealth Partners’ advisor development track.  New analysts begin by building a strong foundation in financial planning, case preparation, and analytical support through the planning operations team. As proficiency, judgement, and technical competence are demonstrated, analysts may progress toward increased client exposure and advisory responsibilities over time. Advancement is based on mastery of planning fundamentals, consistent execution, and readiness. Most advisors-in-training spend their first 12-24 months focused on planning, case preparation, and earning their credentials before taking on direct client responsibilities. This role does not involve immediate sales or business development responsibilities.  The initial focus is on learning the firm’s planning philosophy, systems, and client service standards.

Core Role Responsibilities:

• Prepare comprehensive financial plans & planning analyses to support client meetings, including cash flow, retirement education, risk management, and scenario modeling
• Generate and maintain planning-related reports, illustrations, and summaries
• Perform case preparation prior to client meetings, including data gathering & plan updates.
• Collaborate closely with lead advisors & second chairs to ensure financial plans are accurate & aligned with client objectives.
• Analyze portfolio performance and planning assumptions to support client strategy discussions.
• Maintain planning data integrity across planning software, CRM, and internal systems.
• Continuously improve planning workflows, templates, and internal processes to increase efficiency and consistency across the firm.
• Other duties as assigned
• This is a salaried position focused on planning and preparation.  Sales and business development responsibilities are introduced later in the development path.

Desired Skills and Experience:

• High attention to detail, strong organizational skills, and a high degree of accountability.
• Demonstrate the highest level of integrity, sound judgement, and professionalism.
• Ability to work through complex & ambiguous situations with limited formal authority
• Proactive mindset with the ability to anticipate needs and resolve issues independently
• Comfort operating in in a fast-paced professional environment
• Strong interest in building a long-term career as a financial advisor
• Willing to work full-time in-person in our Omaha office
• Bachelor’s degree in Finance, Economics, or a related field; master’s degree is a plus
• Securities licensing (FINRA Series 7 & 63/66) a plus; otherwise, willing to pursue within 180 days
• Desire to pursue professional planning credentials such as CFP, ChFC, and/or RICP.
• 0-3 years of experience in the finance industry

Company:

Ludacka Wealth Partners is a financial planning and advisory firm, which for 25+ years has offered wealth management, retirement and estate planning, and comprehensive insurance coverage to clients in over 40 states.  In 2025, 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 #5 financial advisory firm in the Northwestern Mutual network nationwide.

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