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.
6 days ago
πͺοΈ Kansas β Remote
π΅ $50k - $65k / year
β° Full Time
π‘ Mid-level
π Senior
πΈ Financial Planning and Analysis
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.
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.
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
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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