Financial Advisor - Keating Central
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!
- 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 All Company Weekend, and more!
Learn more about us at https://keatinginc.com/why-keating.
Keating & Associates, Inc.
Financial Advisor
Job Summary
The “Keating Central” Financial Advisor provides financial advising to clients serviced within our KA Central model. You will gain hands-on knowledge and exposure to a variety of areas, including investment management, data and reporting in respective software, analysis, and client communication. You will build relationships with these clients and be their primary point of contact for all financial services they seek within Keating.
This position is non-exempt and reports to the Branch Manager. We are open to this position being located remotely or being in one of our office locations in Kansas: Manhattan, Wichita, Lawrence, or Overland Park. Salary range is $50,000-65,000 annually based on experience and credentials.
Responsibilities include, and are not limited to:
Meet with a provided list of clients at least once annually to review their current financial situation and investment accounts serviced through Keating.
Reviewing investment performance and identifying recommendations to clients within the KA Central book of business.
Keeping compliant meeting notes and casework notes in the firm’s CRM systems.
Preparing, presenting, and executing financial planning recommendations with clients utilizing company provided financial planning tools when financial planning is a requested service.
Follow through on actionable items for all clients following review meetings, phone calls, and emails from clients.
Client meeting scheduling, preparation, and communication.
Maintain organized files of documents related to clients.
Maintaining professional and industry continuing education.
Other duties as assigned
Desired skills include, but are not limited to:
Required: Series 65 or ability to obtain within 90 days
Required: Life, Health, and Variable Insurance license or ability to obtain within 90 days
Ability to initiate conversations and build rapport with clients
Familiar with asset classes, products, and portfolio management
Strong communication skills: written, interpersonal, and virtual
Comfortable with remote and in person client interaction
Knowledge of financial planning software and how to build a financial plan
Strong analytical and research skills
Excellent organizational skills
Excellent follow through and task management skills