Financial Planner
Financial Planner
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Job Description
At Keating and Associates each individual has a unique ability a unique story and a unique contribution that is vital to our success. With diverse experiences cultures backgrounds and beliefs we are a better company and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best we fully embrace our core values of excellence abundance mindset and teamwork.
What Keating and Associates can offer you!
Professional Development
9 paid holidays including your birthday and a floating holiday!
401(k) with company match
Employer-Paid Disability Life Insurance and Employee Assistance Program
Health Vision and Dental Plans
Dependent Care and Flexible Spending Accounts
Paid Time Off
Fun Company Events such as Lunch & Learns Virtual Staff Hangouts Annual All Company Weekend and more!
- Facilitate client service as needed to ensure that all clients receive prompt and professional attention to requests and implementation of investment and planning recommendations.
- Build trusted relationships with current clients where they feel known valued and well taken care of.
- Ensure that the team executes a compliant wealth management process meeting deadlines for review meetings transactions and documentation requirements. Collaborate with the Account Administrator to execute any account-related client needs.
- Attend client meetings and assist the lead advisor with taking client meeting notes and filing them according to regulatory requirements.
- Create pre-meeting agendas based on client-requested topics and annual review items.
- Complete post-meeting casework and delegate workflow to the team keeping tasks organized prioritized and updated.
- Assist in creating & updating financial plans and scenarios through gathering and analyzing client data and proposing solutions alongside lead financial advisors.
- Financial planning-related research for client questions and planning.
- Other duties as assigned.
- Active Series 65
- CFP preferred or in the process of studying for the exam.
- At least 2 years of client-facing financial advising experience.
- Experience with financial planning software especially if you have used Right Capital eMoney or MoneyGuide Pro.
- Exceptional organizational and prioritization skills.
- Strong analytical and research skills.
- Proactive and responsive
- Experienced with remote client interaction.
- Maturity and integrity to be a self-starter.
- Thrives with a high degree of responsibility and is able to discern and direct the next steps.
- Excellent problem-solving skills.
- Service-oriented and skilled at building trusting and warm professional relationships.
Required Experience:
Manager
Employment Type
Full-Time
