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Financial Planning Associate

Financial Planning Associate

KEATINGTampa, FL, US
4 days ago
Job type
  • Full-time
Job description

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

  • Casework : Participate in casework completion for clients, meeting deadlines, and keeping the team informed of progress.
  • Follow-up : Send client meeting recap emails.
  • Meetings : Attend financial planning-related client meetings alongside advisors, assisting to present and updating the plan throughout the conversation with clients.
  • Verification : Meet with clients to verify financial information and assist with linking outside accounts.

    • Financial Planning & Analysis

  • Data Management : Gather client financial data and input it into planning software.
  • Stress Testing : Run financial plan stress tests and create corresponding documents.
  • Documentation : Create meeting prep documents such as client review agendas, financial plan summaries, and structured note spreadsheets.
  • Tax Planning : Generate tax planning reports.

    • Product & Policy Coordination

  • Annuity Work : Contact annuity companies for updated information on client contracts.
  • Insurance : Request life insurance illustrations for client meetings.

    • Process Improvement

  • Process : Refine financial planning processes, bringing solutions and efficiency ideas.

    • 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 : B.S. Financial Planning or related field
  • Experience : Minimum of 3 years of financial planning experience required.
  • License and Certifications : Licenses and certifications are not required but can be explored as part of growth in the role over time.

    • Technical Proficiency

  • Software Knowledge : Knowledge of financial planning and tax planning software is expected.
  • Office 365 Proficiency : Proficient in Office 365 apps
  • Tech-Savvy : Quickly learn and apply new technologies

    • Accuracy & Detail

  • Accuracy : References essential details, data, and information and apply them appropriately in the plan, demonstrating a commitment to ensuring all information is accurate and free of errors.
  • Detail Oriented : Ensures all client-facing documents, communications, and deliverables reflect the highest standards and exhibit consistent branding, logos, colors, and style guidelines.

    • Communication

  • Communication : Excellent communication skillswritten, interpersonal, and virtual.
  • Rapport Building : Comfortable building rapport with clients and adapting your communication approach to their preferred style.
  • Analysis : Strong analytical, critical thinking, and resourcefulness skills.

    • Organization & Collaboration

  • Organization : Organizational and time management skills
  • Completion and Closure : Brings order and closure to projects in a high-volume environment.
  • Collaboration : Able to collaborate within a US-wide company with virtual communication and multiple time zones.
  • Teamwork : Collaborative team player who offers potential ideas and solutions while incorporating others into decision-making.
  • Service : Service-oriented and responsive to client and Advisor needs.
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