Financial Advisor

6 days ago

🌪️ Kansas – Remote

Although this job is listed in Kansas, this company may be open to hiring remote in other states.

💵 $50k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis

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KEATING

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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

💸 Finance

💳 Fintech

📋 Description

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

🎯 Requirements

• Series 65 or ability to obtain within 90 days • 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

🏖️ Benefits

• 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!