Financial Planner
2 days ago
We are seeking a skilled Financial Planner to join our team at Keating & Associates. As a Financial Planner, you will play a critical role in executing the financial planning process for multiple financial advisor teams and client bases in our Manhattan, KS office.
Key Responsibilities:- Collaborate closely with Financial Advisors to create, analyze, and present plans for all clients.
- Collect client financial data and create the financial plan in software such as eMoney or Right Capital.
- Work with clients to set up client access into their financial planning software accounts.
- Review and verify financial plans on a monthly basis, identifying risks, opportunities, and recommendations.
- Research and prepare financial planning and estate planning solutions for clients.
- Work with clients to implement the planning recommendations and solutions that were presented in client meetings.
- Oversee and keep current the financial planning client experience process that is used throughout the team.
- Record and archive the financial plan, related documents, and meeting notes in CRM.
- Attend client meetings to take meeting notes and run the financial plan presentation for the advisor as requested.
- Identify opportunities for extending services to current clients.
- Ensure team completion of agreed upon services in financial planning contracts with clients.
- Build positive relationships with clients in every interaction.
- A minimum of a Bachelor's Degree in Accounting, Finance, Financial Planning, or related field.
- Previous experience successfully building financial plans, preferably in eMoney or Right Capital.
- CFP obtained or able to obtain within 18 months.
- Series 65 or ability to obtain within 3 months.
- 3+ years related experience in the financial industry.
- Strong financial planning background.
- Great with client-facing, relational skills, with the skill of a teacher to clients.
- Familiar with investment philosophies and able to incorporate this into planning recommendations.
- Lifelong, curious learner.
- High capacity, self-managed, proactive approach to work.
- Solutions focused team player.
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