Financial Services Professional
2 days ago
At Keating and Associates, we believe that our differences are what make us stronger. Our team is comprised of individuals with unique abilities, stories, and contributions that are vital to our success. We strive to create an environment where everyone feels welcome and empowered to do their best.
What We Offer- 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. As a financial advisor, you will have the chance to grow your experience in client advising in both investment and financial planning areas alongside highly experienced financial advisors.
Responsibilities- Provide excellent service to clients by preparing for meetings, providing thorough investment research and solutions, and making financial planning recommendations.
- Develop collaborative relationships with internal team members and external professionals to provide comprehensive and seamless service for clients.
- Conduct meetings and document all communication with clients and prospects.
- Organize, analyze, and present financial planning information for clients, keeping it up to date with any changes.
- Engage in client and team meetings, complete assigned tasks, and execute follow-up.
- Manage or participate in research projects as needed.
- Contribute 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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