Financial Advisor

6 days ago

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Logo of KEATING

KEATING

KEATING is a comprehensive financial services firm dedicated to supporting independent financial advisors and individual clients. They offer a wide range of services including investment management, wealth planning solutions, insurance services, and retirement planning. With a focus on relationship-driven financial strategies, KEATING aims to help clients achieve their financial goals and long-term growth through customized insurance plans and personal financial advising.

11 - 50 employees

Founded 1975

πŸ’Έ Finance

πŸ’³ Fintech

πŸ“‹ Description

β€’ Provides financial advising to clients serviced within the KA Central model. β€’ Gains hands-on knowledge and exposure to investment management, data and reporting, analysis, and client communication. β€’ Builds relationships with clients and acts as their primary point of contact for financial services.

🎯 Requirements

β€’ Series 65 or ability to obtain within 90 days β€’ Life, Health, and Variable Insurance license or ability to obtain within 90 days β€’ Ability to initiate conversations and build rapport with clients β€’ Familiar with asset classes, products, and portfolio management β€’ Strong communication skills: written, interpersonal, and virtual β€’ Comfortable with remote and in person client interaction β€’ Knowledge of financial planning software and how to build a financial plan β€’ Strong analytical and research skills β€’ Excellent organizational skills β€’ Excellent follow through and task management skills

πŸ–οΈ Benefits

β€’ 9 paid holidays, including your birthday and a floating holiday β€’ 401(k) with company match β€’ Employer-Paid Disability, Life Insurance, and Employee Assistance Program β€’ Health, Vision, and Dental Plans β€’ Dependent Care and Flexible Spending Accounts β€’ Paid Time Off β€’ Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!

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