Stevens Capital Partners featured in Inc. – Redefining wealth with purpose by helping clients pursue meaning, not just money. Read the article
At Stevens Capital Partners, your work is about more than basis points and benchmarks. It is about good people helping good people live better, give more, and feel secure about their future.
If you have ever caught yourself thinking, “There has to be a better way to serve clients,” you are exactly the type of person who should take a closer look at a career here.
Take a crucial role in delivering comprehensive financial advice to our clients
Play a vital role in working closely with our advisor team and serving high-net-worth clients.
Join our Omaha team as a Tax Director, Manager, or Lead Accountant.
Take ownership of client meeting preparation, documentation, and follow-through.
If you bring an existing book of business, we offer the platform, team, and culture to scale your impact, and your income.
The foundation of how we work, lead and grow together.
We consistently go above and beyond to serve well.
Through our 10% pledge, we dedicate a portion of our firm’s profits, time and resources to serve those in need.
We believe clients deserve deeper listening, better planning and a more caring standard of advice.
Named one of the fastest growing private companies, reflecting a remarkable growth trajectory as we move toward a billion dollar plus firm.
Stevens Capital Partners ranked on Inc.’s 2025 and 2026 lists of the fastest-growing private companies in the Midwest.
David Stevens: Ranked No. 11 in Nebraska on the 2026 Forbes Best-In-State Wealth Advisors list.
In depth conversation on our referral model, client segmentation and commitment to generosity
Every great firm starts with a story and ours begins with David Stevens’ belief that financial advice should be more compassionate, more intentional and more impactful. In this short video, you’ll get a closer look at the mission, values and purpose that drive Stevens Capital Partners, and the heart behind the work we do for families every day.
We are drawn to colleagues who are humble, hungry, appreciative and patient, who bring a great attitude to fast paced, detail intensive work and who see every client interaction as a chance to make someone’s life meaningfully better.
If you read that and felt, “That sounds like me,” then you will likely flourish at Stevens.
“Stevens Capital Partners offers a culture of growth, integrity, and excellence. I have experienced unmatched personal and professional development since joining SCP. I’m proud to be part of a team that has such high care factor and truly puts the client at the center of everything we do.”
— Justin Carlson, CFP®, ChFC®
Private Wealth Manager / VP of Strategy Implementation
At Stevens Capital Partners, we serve successful families, business owners, executives, and multi-generational households who value deep planning, clear communication, and a relationship built on trust. In this video, you’ll learn who our clients are, and the high standards we expect from anyone who joins our mission to serve them with excellence.
Job Duties:
Company Description:
Stevens Capital Partners is a thriving and fast-growing fee-only SEC-registered financial advisory firm headquartered in Omaha. Our team’s core mission is to delight our clients with exceptional, white-glove service. We are actively seeking a dedicated and qualified individual to join our team of experienced professionals.
Job Description:
We are looking for a Financial Planner or Senior Financial Planner who will play a vital role in working closely with our advisor team and serving high-net-worth clients. This role primarily focuses on constructing financial plans, conducting research across all six areas of financial planning, and supporting our financial advisors in serving their clients. The planner will be responsible for preparing client and internal analysis and solutions, as well as assisting in managing relationships, making client recommendations, and providing guidance around insurance, pensions, and distribution planning
Key Responsibilities:
Collaborate closely with the company’s financial advisors
Build comprehensive financial plans
Conduct research across all areas of financial planning
Assist in managing client relationships
Work closely with administrative staff to ensure a high level of client satisfaction
Utilize third-party software for client information maintenance, financial account reporting, and rebalancing
Collaborate with our custodians, portfolio managers, banks, attorneys and tax professionals to effectively plan and manage client accounts
Key Competencies:
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field
Professional experience of 3 to 5 years for a Financial Planner; 5 to 7 years for a Senior Planner
CFP® designation required.
Proficient with CRM systems and custodial platforms, ideally Schwab and Fidelity
Knowledge of platforms such as Money Guide Pro or eMoney, Holistiplan, and DocuSign is a plus
Familiarity with compliance requirements for handling highly confidential information
Clean regulatory background
Career Opportunity:
The successful candidate is entering an ideal environment to succeed and thrive – the team at Stevens Capital Partners includes CFP registered financial advisors, a CFA charter holder, and former company CFOs and COOs. The culture is fast-paced, collaborative, achievement-oriented and focused on company growth while providing career development for each team member. Compensation package provides a competitive salary range commensurate with the successful candidate’s experience and expertise. Benefits package includes a generous health and dental plan, plentiful paid time off and holidays, retirement savings plan, and professional development and continuing education assistance.
Job Description: At SCP Tax LLC, we help business owners and individuals make confident financial decisions through proactive tax planning, strategic financial analysis, and forward-looking advice. Our culture is built on being thorough, proactive problem-solvers, and attentive to every client’s goals. We are a fast-growing firm with significant opportunities for professional growth and leadership development.
SCP Tax LLC is associated with Stevens Capital Partners, a thriving and fast-growing fee-only SEC-registered financial advisory firm headquartered in Omaha. Its core mission is to delight our clients with exceptional, white-glove service.
Position Overview
We are seeking an experienced and motivated Certified Public Accountant (CPA) to join our Omaha team as a Tax Director, Manager, or Lead Accountant. This position is ideal for someone who enjoys client interaction, thrives in a dynamic environment, and is eager to grow alongside a firm that values excellence and innovation.
You’ll work directly with business owners and individual clients to manage their tax compliance and strategy, create tax projections, and support accounting and payroll processes. This is an in-person position with the potential for a hybrid schedule after the initial onboarding and training period.
Key Responsibilities:
Prepare/review individual (Form 1040) and business tax returns (Forms 1065, 1120, 1120S).
Develop tax projections and assist clients in planning for future tax liabilities.
Conduct client meetings to discuss financial positions, strategies, and next steps.
Collaborate with the team on accounting, bookkeeping, and payroll services.
Stay current on tax law changes and proactively identify planning opportunities for clients.
Maintain organized workpapers and client documentation in line with firm standards.
Contribute to process improvement and workflow efficiency within the firm.
Qualifications:
Active CPA license (or CPA candidate nearing completion).
Minimum 3 years of experience in public accounting or private industry.
Proficiency in preparing Forms 1040, 1065, 1120, and 1120S.
Strong knowledge of accounting principles and tax law.
Excellent communication skills and a client-focused mindset.
Ability to manage multiple priorities in a fast-paced environment.
Experience with accounting and tax software (e.g., Drake, QuickBooks, or similar).
Attributes & Competencies:
Thorough in your approach—attention to detail and accuracy matter to you.
A proactive problem-solver who anticipates client needs.
Attentive and responsive in communication and follow-up.
Exhibit a “figure it out” attitude.
Eager to learn, grow, and take on new responsibilities as the firm expands.
Excited about upward mobility and long-term professional development
Career Opportunity:
The successful candidate is entering an ideal environment to succeed and thrive – the teams at SCP Tax LLC and Stevens Capital Partners include CFP registered financial advisors, a CFA charter holder, and former company CFOs and COOs. The culture is fast-paced, collaborative, achievement-oriented and focused on company growth while providing career development for each team member.
Compensation package provides a competitive salary range commensurate with the successful candidate’s experience and expertise. Benefits package includes a generous health and dental plan, plentiful paid time off and holidays, retirement savings plan, and professional development and continuing education assistance.
Company Description: Stevens Capital Partners is a thriving and fast-growing fee-only SEC-registered financial advisory firm headquartered in Omaha. Our team’s core mission is to delight our clients with exceptional, white-glove service. We are actively seeking a dedicated and qualified individual to join our team of experienced professionals.
Job Description:
We are looking for a Client Service Associate, who will directly support our financial advisors as well as our operations leadership by taking ownership of client meeting preparation, documentation, and follow-through. This role requires a responsible, focused, highly organized person willing to work collaboratively with team members and outside relationships to deliver a superior client experience. With a solid development plan in place, our Associates can quickly progress to financial planners, associate financial advisors, and ultimately to a full-service private wealth advisor.
If your career goal is to be a financial advisor or a portfolio manager, this is how you start – not in a sales role marketing to your friends and relatives.
Key Responsibilities:
Collaborate closely with the company’s financial advisors
Prepare agendas for client meetings, generate meeting materials and manage follow-ups.
Maintain and provide reporting on portfolio performance and financial plan execution
Work alongside the investment and operations teams to execute on portfolio trading strategies
Communicate effectively with clients and prospects, outside services providers such as CPAs and attorneys, and third-party custodians and portfolio managers
Facilitate account openings and oversee maintenance including deposits, withdrawals, and various transactions as they relate to investment and retirement accounts.
Key Competencies:
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field
Minimum of 1-3 years of professional experience in the financial services industry
Basic knowledge of CRM systems and custodial platforms, ideally Schwab and Fidelity, is a plus
Master’s degree, any licensing and/or professional designations are a differentiator
Career Opportunity:
The successful candidate is entering an ideal environment to succeed and thrive – the team at Stevens Capital Partners includes CFP registered financial advisors, a CFA charter holder, and former company CFOs and COOs. The culture is fast-paced, collaborative, achievement-oriented and focused on company growth while providing career development for each team member. Compensation package provides a competitive salary range commensurate with the successful candidate’s experience and expertise. Benefits package includes a generous health and dental plan, plentiful paid time off and holidays, retirement savings plan, and professional development and continuing education assistance.
