Financial Wealth Planner
Financial Wealth 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!
Learn more about us at Wealth Planner
Keating and Associates Inc.
Job Summary
We are seeking a Financial Planner to provide financial planning and investment advisory support to clients within growing advisory practices. The Planner is the go-to source for clients seeking answers to day-to-day financial questions as well as in-depth planning analysis. They will build trusted relationships with clients as their dedicated point of contact.
This is a non-sales financial advisor opportunity to serve clients while freeing up time for the teams wealth managers to bring in new clients and nurture top client relationships.
The successful candidate will thrive in a role that needs their leadership organizational skills and a high degree of follow-through to keep all client needs prioritized and responded to in a timely manner. The Financial Planner will enjoy research and data analysis while also enjoying building positive relationships with their interpersonal skills. In addition this person will be expected to gain a thorough knowledge of all aspects of the practice and have a natural drive to take initiative. These skills will enable the Financial Planner to seamlessly step in to serve clients effectively delegate workflow to the team and shift priorities and workload as needed.
This position is non-exempt remote or in-office in Manhattan KS and reports to the Director of Financial Planning.
Responsibilities include and are not limited to:
- 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.
- CFP preferred or in the process of studying for the exam.
- At least 2 years of client-facing financial advising experience preferred.
- Experience with financial planning software preferablye-Money
- Experience building Plans for CRUTs selling businesses ILITs stock ownership and other complex planning issues.
- 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:
Senior IC
Employment Type
Full-Time
