Financial Advisor
1 month ago
Keating and Associates, Inc.
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, and teamwork.
What Keating and Associates can offer you
- 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
- Fun Company Events such as Annual All Company Weekend
This is an exciting opportunity for a financial advisor to join The Converse Team Financial Services in the Wichita branch of our nationally networked wealth management firm. This position will allow you to grow your experience in client advising in both investment and financial planning areas alongside highly experienced financial advisors. We are looking for a client-focused, relational financial advisor to provide skilled services across the wealth management field.
This is an exempt position located in our Wichita, KS office. Salary is commensurate with experience.
Responsibilities include, but are not limited to:
- Providing excellent service to clients by preparing for meetings, providing thorough investment research and solutions, and making financial planning recommendations.
- Developing collaborative relationships with internal team members and external professionals to provide comprehensive and seamless service for clients.
- Conducting meetings and documenting all communication with clients and prospects.
- Organizing, analyzing, and presenting financial planning information for clients, keeping this up to date with any changes.
- Engaging in client and team meetings, completing assigned tasks and executing follow-up.
- Managing or participating in research projects as needed.
- Contributing to the growth of the branch's prospective and new client relationships.
- Other duties as assigned.
- Series 7 and: 65 or 63 and 66
- Life Insurance license
- 3+ years of industry-related experience
- Strong interpersonal and professional communication skills to build trusting relationships with clients and the team.
- Solid understanding of industry rules and regulations.
- Commitment to providing an excellent level of client care and communication with accurate follow-through on commitments and deadlines.
- Employs solid analytical skills in researching and resolving problems.
- Detail-oriented ability to document all client communication.
- Operates with high integrity for our office and clients, never taking shortcuts and following compliance rules.
- Experience with financial planning software such as eMoney or MoneyGuide Pro and CRM systems.
- Exposure to portfolio management and providing investment recommendations.
- Continuous learner committed to adapting to client and business needs and opportunities.
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