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!  Learn more about us at https :

• / / keatinginc.com / why-keating .
• Keating & Associates, Inc.  Financial Planning Associate Job Summary As a Financial Planning Associate at Keating & Associates, you will be a key contributor to one of our top Advisor teams, helping deliver outstanding financial planning experience for our clients.
• In this role, you will prepare financial plans and client meeting materials, engage directly with clients during data gathering and plan presentations, and ensure casework is completed efficiently after meetings.
• Your deep understanding of financial planning concepts and software, paired with your meticulous approach to crafting financial plans and client-facing documents, will help set the standard for excellence.
• 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 :

Your responsibilities include, and are not limited to :

Follow-up :

Meetings :

Verification :

Financial Planning & Analysis Data Management :

Stress Testing :

Documentation :

Tax Planning :

Product & Policy Coordination Annuity Work :

Insurance :

Process Improvement Process :

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 Education :

Financial Planning or related field Experience :

License and Certifications :

Office 365 Proficiency :

Detail Orientated :

Communication Communication :

Rapport Building :

Analysis :

Organization & Collaboration Organization :

Collaboration :

Teamwork :

Service :