Associate Wealth Strategist

Harrison Financial Services is a premier private wealth management firm in Omaha, dedicated to serving high-capacity families. We go beyond standard investment management, offering a sophisticated, comprehensive approach to wealth preservation, multi-generational planning, and complex risk management. Our team operates with a "client-first" mentality, providing private client and family office services backed by institutional-grade talent.

The Role

Harrison Financial Services is seeking an Associate Wealth Strategist to support the delivery of planning solutions for private wealth clients. This role acts as an analytical engine and execution hub for the firm’s wealth planning architecture.

The Associate Wealth Strategist handles the foundational modeling, data management, and day-to-day coordination required to build sophisticated financial plans. By translating raw financial data into structured analyses, this role enables the Senior Wealth Strategist and Lead Wealth Advisors to deliver precise, high-impact strategies to clients. Additionally, this position takes an active role in client meetings, presenting technical financial segments and clarifying complex models directly to clients.

Key Responsibilities

Analytical Modeling & Plan Preparation

• Data Architecture: Gather, organize, and input client financial data into planning software with high accuracy.
• Financial Modeling: Build baseline cash flow projections, balance sheets, and tax-scenario models under the guidance of the Senior Wealth Strategist.
• Impact Analysis: Run initial comparative calculations to evaluate how different planning decisions alter a client's long-term financial trajectory.
• Draft Deliverables: Prepare preliminary reports, charts, and presentation decks used by advisors in client-facing meetings.

Advisor Support

• Meeting Readiness: Partner with the Advisor to compile technical background materials before major client reviews.
• Client Meetings: Present specific segments of the financial plan—such as cash flow models, balance sheet structures, and simulation outcomes—directly to clients during meetings.
• Concept Simplification: Help draft visual aids or concise summaries that translate estate, tax, and corporate planning concepts into intuitive client action items.
• Technical Research: Conduct targeted research on changing tax laws, regulatory updates, or specific planning techniques as directed.

Execution & Workflow Coordination

• Task Management: Maintain the team’s internal tracking systems to monitor the progress of all planning deliverables and implementation steps.
• Stakeholder Liaison: Act as a central point of contact to coordinate workflows between internal advisory teams and external subject matter experts (e.g., CPAs, attorneys).
• Follow-Through: Assist in executing post-meeting action plans, ensuring wealth transfer strategies or portfolio shifts move forward efficiently.

Education and Experience Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• Possession of CFP® designation required.
• 3–5 years of experience within wealth management
• Exposure to private wealth client dynamics and financial planning software platforms

Technical Skills

Core Competency in:

• Cash flow modeling and balance sheet construction
• Fundamental wealth transfer and estate planning vehicles
• Software Proficiency: Experience running detailed analyses inside financial planning software

Professional Characteristics

The ideal candidate will demonstrate:

• Attention to detail for custom client calculations
• Ability to confidently present numerical data to clients
• Desire to learn advanced strategy from senior team members
• Strong organizational skills to manage multiple timelines and projects simultaneously
• A team-first mentality comfortable operating in a highly collaborative, multi-disciplinary advisory model