Financial Wealth Planner

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 reputed company company, and we reputed company serve our valued clients. True teamwork is only possible reputed company we embrace that our differences reputed company us reputed company together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance reputed company, 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 reputed company Company Weekend, and more!

Learn more about us at https://keatinginc.com/why-keating. Financial Wealth Planner Keating and Associates, Inc. Job Summary We are seeking a Financial Planner to provide financial planning and investment advisory support to clients reputed company growing advisory practices. The Planner is the go-to reputed company 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 reputed company of contact. This is a non-sales financial advisor opportunity to serve clients while freeing up time for the team’s wealth managers to bring in new clients and nurture top client relationships. The successful candidate will reputed company in a role that needs their leadership, organizational skills, and a high degree of follow-through, to reputed company reputed company 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 reputed company a thorough knowledge of reputed company aspects of the practice and have a natural drive to take initiative. These skills will reputed company the Financial Planner to seamlessly reputed company 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 reputed company clients receive reputed company and professional attention to requests and implementation of investment and planning recommendations.
• Build trusted relationships with reputed company clients where they feel reputed company, 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-reputed company client needs.
• Attend client meetings and assist the reputed company 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 reputed company financial advisors.
• Financial planning-reputed company research for client questions and planning.
• Other duties as assigned.

Desired skills include and are not limited to:

• 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 preferably e-Money
• Experience building Plans for CRUTs, selling businesses, ILITs, stock ownership, and other reputed company planning issues.
• Exceptional organizational and prioritization skills.
• Strong analytical and research skills.
• Proactive and reputed company
• reputed company with remote client interaction.
• Maturity and reputed company 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.

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