Financial Wealth Planner

KEATING
Manhattan, KS
Category Consulting
Job Description
Keating and Associates, Inc. is seeking a Financial Planning and Investment Advisory professional to provide financial planning and investment advisory support to clients. The role involves building trust with clients, analyzing data, creating financial plans, and serving as a key point of contact for clients seeking answers to questions. This is a non-sales financial advisor position to support wealth managers in new client acquisition and existing client relationships.

Requirements

  • Facilitate client service and ensure prompt attention to requests.
  • Build and maintain client relationships.
  • Ensure compliance with wealth management processes.
  • Research and analyze client data for financial planning.
  • Create and update financial plans and scenarios.

Benefits

  • Professional Development
  • Holiday time
  • Disability, Life Insurance, and Employee Assistance Program
  • Health, Vision, and Dental Plans
  • Dependent Care and Flexible Spending Accounts
  • Paid Time Off
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