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YOU WANT TO TAKE THE NEXT STEP IN YOUR CAREER
Our client service and advisory teams work together to create an exceptional client experience. Discover an opportunity that allows you to make a difference.
Join Flagstone Financial Management
At Flagstone Financial Management, we’re on a mission to positively impact as many clients’ and employees’ lives as possible. We do that by establishing genuine and caring relationships with our clients and providing investment management and comprehensive financial planning for individuals, families, and nonprofit organizations.
We love our culture and created a nifty acronym to describe our Midwestern values: GRIT.
We grow collectively both as a team and with our clients. We’re growing wealth, education, and life experiences thoughtfully and intentionally.
Relationships matter. Even more so today. We are genuinely interested in making a meaningful impact in the lives and well-being of those around us.
We are accountable, responsible, and transparent in all we do with each other and for our clients. Through this ideal we uphold the fiduciary standard of care and always put clients’ best interests ahead of our own.
Unique talent fuels our collective strength. By working as a team, we are better equipped to provide exemplary service, exponential growth, and creative collaboration for our clients and our team.
We live by these values, and we are looking for team members for our growing firm who embody these characteristics. Are you humble, self-motivated, and people-smart? Are you a lifelong learner? Do you celebrate the success of the team over self? Do you want to find a work home with opportunity for both financial and career growth? We’d love to talk with you about what it would be like to work at Flagstone.
Why work at Flagstone?
Competitive pay with defined career progression
Opportunity to contribute to a small, agile firm without corporate bureaucracy
401(k) plan with 3% employer contributions plus discretionary profit-sharing plan
Team-based incentives, including quarterly revenue bonus and annual new-business bonus
Modern open-concept workspace
Employer contribution toward group health insurance
Fee-only RIA focused on improving clients’ lives
Firm-funded or reimbursed licensing and certification for relevant designations, such as the Series 65 and CFP®
History of additional profit-sharing contributions
Company-paid travel to attend industry conferences
Flexible time off policy and 10 paid holidays
We’re on the lookout for motivated, entrepreneurial individuals interested in the wealth management industry. Check out our openings below to see if we have something that would be a good fit for you. Even if you don’t see anything now, feel free to send us an email with your resume. Exceptional talent always gets our attention!
Lead Wealth Advisor
Ideal candidates are proven professionals with a passion for building relationships. The letters behind your name might be CFP®, CPA, JD, or MBA.
Associate Wealth Advisor
Get in Touch
We are passionate about meeting new people and helping them along their financial path. We would love to answer any questions you might have, hear about the path you have been on and learn where you want to go. Our initial consultation is completely free, and gives you the opportunity to explore what it might look like to work together. Schedule a time to chat on the phone, web video, or in person.
Click here for our Client Relationship Summary, also known as the regulatory disclosure Form ADV Part 3.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
5801 Hidcote Dr
Lincoln, NE 68516