Harris and Davis Financial Advisors

Harris and Davis Financial Advisors

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We are a Financial Planning firm that focuses on families, teachers and small businesses Cetera is under separate ownership from any other named entity.

Registered Representatives offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.

02/06/2026

We’re Hiring: Client Service Operations Manager (Omaha, NE)

Our financial advisory firm in Omaha is growing, and we’re looking for a Client Service Operations Manager to help keep our client service and daily operations running smoothly.

This is not an assistant role. We’re looking for someone who takes ownership, follows through, and can confidently manage client service requests, workflows, and day-to-day operations without constant direction.

The right person is organized, dependable, comfortable making decisions, and enjoys being accountable for outcomes. Prior experience in client service, operations, or a professional services environment is strongly preferred.

If you—or someone you know—takes pride in ownership, accountability, and helping a growing business operate well, we’d love to connect.

Please email resumes to [email protected]

Investments 01/06/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

Investments You’ve made investments your whole life. Work with us to help make the most of them.

Prescription Drug Benefits Under Medicare (Part D) 12/30/2025

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Prescription Drug Benefits Under Medicare (Part D) Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Long-Term-Care Needs 12/26/2025

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

Saving for Retirement 12/23/2025

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

Can I Create a Roth if I’m Over the Income Limit? 12/19/2025

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Can I Create a Roth if I’m Over the Income Limit? Use this article to start conversations about the “backdoor” Roth IRA strategy.

401(k) vs. IRA: What You Should Know 12/16/2025

Did you know you can use more than one type of pension plan as you save for retirement? This can help you capture the benefits of each one.

401(k) vs. IRA: What You Should Know Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.

Keep Your Umbrella Handy 12/09/2025

Do you need umbrella insurance? Find out more.

Keep Your Umbrella Handy Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Location

Address


9900 Nicholas Street, Ste 360
Omaha, NE
68114

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm