Director of Financial Planning
Remote
Full Time
Financial Services
Experienced
At Keating & 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!
Director of Financial Planning
Job Summary
Join us in our vision to empower financial success and be part of a team that values growth, innovation, and leadership. We are seeking an experienced financial planning professional who can lead our team of staff financial planners, paraplanners, and senior account administrators to serve our clients and advisor teams in addition to serving one advisor team through exceptional financial planning services for their clients. You will play a key role in streamlining and creating operational processes.
This position is exempt and reports to our Branch Manager. The annual salary for this position ranges from 75-90k. We plan for this position to be located in one of the following branch offices: Manhattan KS, Chicago, Overland Park KS, or Lawrence KS.
Key responsibilities include and are not limited to:
What Keating and Associates can offer you!
- Professional Development
- 9 paid holidays, including your birthday!
- 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, Lunch Bunch, and more!
Director of Financial Planning
Job Summary
Join us in our vision to empower financial success and be part of a team that values growth, innovation, and leadership. We are seeking an experienced financial planning professional who can lead our team of staff financial planners, paraplanners, and senior account administrators to serve our clients and advisor teams in addition to serving one advisor team through exceptional financial planning services for their clients. You will play a key role in streamlining and creating operational processes.
This position is exempt and reports to our Branch Manager. The annual salary for this position ranges from 75-90k. We plan for this position to be located in one of the following branch offices: Manhattan KS, Chicago, Overland Park KS, or Lawrence KS.
Key responsibilities include and are not limited to:
- Leadership, management, and accountability of staff Financial Planners and Senior Account Administrators.
- Stay up to date with regulation changes and apply these to training and processes.
- Own oversight of Prudent Process annual client review compliance across advisors.
- Oversee and deliver training and ongoing support on all financial planning related software used throughout Keating.
- Participate in client conversations upon request from an Advisor.
- Service a maximum of one financial advisor with high-quality support in a financial planning capacity.
- Deliver financial planning onboarding and training for all financial planners, including those designated as Team Advisors and new to the business Producing Advisors.
- Create financial planning presentation templates.
- Other duties as assigned.
- CFP®
- IAR licensed (Series 65) preferred
- Experienced with any of the following: Right Capital, eMoney, or Raymond James Goal Planning & Monitoring
- Life/health/variable insurance licenses are a plus
- Bachelor’s degree in finance, financial planning, business, or a related field
- Experience with an independent RIA preferred
- Great with client-facing relational skills, with the skill of a teacher to clients
- Ability to lead others in providing a high level of customer service and focuses on developing solutions
- Establish and maintain a respected position of leadership from which to influence, motivate and coach others to achieve desired outcomes. Previous successful management experience is preferred.
- Familiar with investment philosophies and able to incorporate this into planning recommendations
- Lifelong, curious learner with the ability to adapt approaches with changes in industry regulations and system capabilities.
- High capacity, self-managed, proactive approach to work
- Highly organized and process-oriented
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