Financial Planning Associate
Keel Point, LLC Keel Point, LLC Leawood, KS Leawood, KS Full-time Full-time Estimated:
$60.
2K - $76.
2K a year Estimated:
$60.
2K - $76.
2K a year 10 days ago 10 days ago 10 days ago Keel Point is currently seeking an experienced Financial Planning Associate to join our existing team in Leawood, KS.
Keel Point serves a wide array of clients with the highest levels of financial fiduciary excellence.
We are seeking an eager, strategic, and definitive financial planning associate to fill a position that offers room for growth and a promising job outlook.
Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services and operational support.
Join our team to continue honing your skills related to risk management, estate planning, investment management, real estate, retirement planning, and more.
If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today.
Keel Point LLC Overview Keel Point serves a wide array of clients with the highest levels of financial fiduciary excellence.
The Keel Point team of financial advisors have the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips.
With over 85 dedicated team members across seven offices, Keel Points financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.
Primary
Responsibilities:
Assist in the planning and execution of client centered events.
Manage data within various planning software platforms.
Facilitate all plan action items to completion and debrief action items with lead advisor.
Construct and maintain client financial statements as needed for client review meetings.
Utilize financial planning software to run retirement scenarios and monitor client financial plans.
Run performance and asset allocation reports.
Collaborate with firm specialists on investment design.
Other projects and tasks required.
Cross-train with the operations team on scheduling, document management, and assisting with client calls.
Key Qualifications and Required Skills:
Education:
Bachelor's or master's degree in finance or related field preferred
Experience:
Minimum of 3 years' experience in the financial industry Knowledge and Skills:
Accuracy, reasonable speed, and attention to detail for record keeping and working with client data.
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.
Qualifications:
FINRA Series 7, 63 and 65 or 66 licenses is desired but not required.
CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant) designation desired.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer but may involve walking or standing for brief periods of time.
May perform activities requiring the ability to lift, carry, push, pull or otherwise move objects.
Must be able to lift up to 10 pounds at times.
We offer - Keel Point strives to provide excellent service to families we serve and an excellent working environment for our employees.
Keel Point is committed to help employees reach their full professional and personal potential.
As such, we foster a supportive and professional environment.
Keel Point offers competitive compensation, paid time off, medical, dental, vision and life insurance, health savings account, flexible spending account, short and long term disability and employer contributions to 401(k) Salary commensurate with experience Job Type:
Full-time
Benefits:
401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance Physical setting:
Office Schedule:
Monday to Friday COVID-19 considerations:
No specific requirements but if you feel more comfortable wearing a mask it is welcomed.
Education:
Bachelor's (Preferred)
Experience:
Financial services:
3 years (Preferred) License/Certification:
Series 7 and Series 66 (or 63 and 65) (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
$60.
2K - $76.
2K a year Estimated:
$60.
2K - $76.
2K a year 10 days ago 10 days ago 10 days ago Keel Point is currently seeking an experienced Financial Planning Associate to join our existing team in Leawood, KS.
Keel Point serves a wide array of clients with the highest levels of financial fiduciary excellence.
We are seeking an eager, strategic, and definitive financial planning associate to fill a position that offers room for growth and a promising job outlook.
Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services and operational support.
Join our team to continue honing your skills related to risk management, estate planning, investment management, real estate, retirement planning, and more.
If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today.
Keel Point LLC Overview Keel Point serves a wide array of clients with the highest levels of financial fiduciary excellence.
The Keel Point team of financial advisors have the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips.
With over 85 dedicated team members across seven offices, Keel Points financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.
Primary
Responsibilities:
Assist in the planning and execution of client centered events.
Manage data within various planning software platforms.
Facilitate all plan action items to completion and debrief action items with lead advisor.
Construct and maintain client financial statements as needed for client review meetings.
Utilize financial planning software to run retirement scenarios and monitor client financial plans.
Run performance and asset allocation reports.
Collaborate with firm specialists on investment design.
Other projects and tasks required.
Cross-train with the operations team on scheduling, document management, and assisting with client calls.
Key Qualifications and Required Skills:
Education:
Bachelor's or master's degree in finance or related field preferred
Experience:
Minimum of 3 years' experience in the financial industry Knowledge and Skills:
Accuracy, reasonable speed, and attention to detail for record keeping and working with client data.
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.
Qualifications:
FINRA Series 7, 63 and 65 or 66 licenses is desired but not required.
CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant) designation desired.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer but may involve walking or standing for brief periods of time.
May perform activities requiring the ability to lift, carry, push, pull or otherwise move objects.
Must be able to lift up to 10 pounds at times.
We offer - Keel Point strives to provide excellent service to families we serve and an excellent working environment for our employees.
Keel Point is committed to help employees reach their full professional and personal potential.
As such, we foster a supportive and professional environment.
Keel Point offers competitive compensation, paid time off, medical, dental, vision and life insurance, health savings account, flexible spending account, short and long term disability and employer contributions to 401(k) Salary commensurate with experience Job Type:
Full-time
Benefits:
401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance Physical setting:
Office Schedule:
Monday to Friday COVID-19 considerations:
No specific requirements but if you feel more comfortable wearing a mask it is welcomed.
Education:
Bachelor's (Preferred)
Experience:
Financial services:
3 years (Preferred) License/Certification:
Series 7 and Series 66 (or 63 and 65) (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
