We’re changing the way people see financial planning.
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 fee-only, SEC-registered investment advisor, our firm is unique in providing the high-class service of fiduciary care to families in cities that include Omaha, NE, Lincoln, NE, San Francisco, CA, San Rafael, CA, Mill Valley, CA, Denver, CO and more coming in the future.
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!
Our Core Principles
Collaborative: Playing to our strengths and recognizing our weaknesses, creating a whole greater than the sum of its parts.
Agile: We move quickly and in unison. Bending, never breaking.
Authentic: True to our clients, colleagues, & ourselves. Transparent. Self-aware. Confident.
Resilient: We rise to the occasion. We persevere. We find a way.
Strategic: Looking beyond, collectively working toward a shared vision.
Curious: Inquisitive by nature, always learning, never settling. We question the status quo.
Accountable: Mean what you say, say what you mean. Be someone to trust and rely on.
Giving: Together we make a difference. Live generously.
Integrity: We have strong standards and beliefs—while holding true to both. Doing what is right, all the time.
- Comprehensive health, dental, and vision insurance for you and your family
- 401k retirement plan (both traditional and Roth) with above-average matching company contribution
- Employee wellness reimbursement plan (gym membership or other fitness reimbursements)
- Disability insurance
- Life insurance
- Paid holidays
- Paid vacation (3+ weeks a year)
- And much more!
You may apply online at the link above, or mail your resume to:
TS Banking Group
c/o Human Resources
PO Box A
Treynor, IA 51575
TS Banking Group will contact you to confirm receipt of your application.
EEO Employer/Vet/Disabled: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to taking affirmative action to employ and advance in employment-protected veterans and individuals with disabilities.
TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in the employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group’s valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group’s obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis, Chief Talent Management Officer, during the HR Office’s operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. Current employees may also find a copy of TS Banking Group’s Affirmative Action Plan on TS Banking Group’s intranet site. If you are unable to access the Affirmative Action Plan via the intranet, you may also request a copy be sent to you electronically or via mail.