Financial Planning Associate

Financial Planning Associate

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.

What Keating and Associates can offer you :

• Professional Development
• 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!

This position can be at our Manhattan, KS branch or remote, is non-exempt, and reports to the Director of Financial Planning. We are not hiring in the following states : California, Washington, and New York.

Your Responsibilities Include, and Are Not Limited To :

Client Service

Financial Planning & Analysis

Product & Policy Coordination

Process Improvement

In addition, you will be expected to take on additional responsibilities as needed to address evolving client priorities and contribute to ongoing growth and success.

Preferred Professional Background

Technical Proficiency

Accuracy & Detail

Communication

Organization & Collaboration