Associate Financial Planner

We are currently seeking an Associate Financial Planner with strong analytical skills and an interest in personal and professional development to join our team. We have an ensemble approach to financial planning, so all employees work with many of the same clients. Our firm specialties include comprehensive wealth management, financial life planning, asset protection strategies, real estate, and business planning. Our average client is a high-net-worth business owner, professional, or retiree. Our clients are spread throughout the United States. The primary skill we seek for this position is the ability to develop complex financial plans along with the interest and ability to develop high emotional intelligence and extraordinary client facing skills. This includes a keen interest and love for the analysis and application of financial data and a desire to apply that knowledge in facilitating behavioral change in clients.

Day-to-Day Responsibilities:

Assisting in creation and execution of account paperwork (opening, beneficiary adjustments, address changes, etc.) Developing agendas and preparing what might be necessary for client meetings Attend those meetings in an observing and note-taking role Work collaboratively with team members including but not limited to senior planners Act as the liaison between KFG and our outsourced investment vendor with a the oversight of a senior planner and initiate trade requests with our outsourced manager Become a liaison between financial planners and operations team members.

Other Responsibilities:

Maintain high ethical standards, confidentiality, and professionalism at all times. Complete an onboarding onboarding process around the cornerstones of the KFG cultural: Holacracy, self-management, Non Violent Communication, etc. Maintain confidentiality and professionalism at all times, especially with clients. Approach topics with a beginner's mind and curiosity. Cultivate an inner culture of independence and being self-motivated and self-paced. Have a desire for continuous learning and desire to apply knowledge in facilitating behavioral change in clients. Maintain confidentiality and professionalism at all times, especially with clients. Approach topics with a beginner's mind and curiosity. Have some independence as much of our work is self-paced. Have a desire for continuous learning and desire to apply knowledge in facilitating behavioral change in clients.

Qualifications:

Energized by the analysis of technical data and devising sophisticated planning solutions Has an "owner's attitude" and is a quick learner Has strong analytical skills using Excel Has a desire to become more aware, present, and conscious Does not view themselves as above doing any task or accountability Takes personal responsibility and keeps agreements Has good self-management skills and uses the "Getting Things Done" system Possesses strong analytical skills and is able to see the big picture and apply critical thinking Able to meet deadlines, (Often demonstrated as a Meyers Briggs "J") Is a CFP® Practitioner or will be sitting for the CFP® exam soon Has 1

• 3 years prior work experience as a financial planner, preferably in a fee-only planning firm; or is a recent graduate of a college financial planning program

Benefits:

401K Plan Paid holidays and paid time off Flexible work schedules Paid membership fees for industry associations

The City:

Rapid City has an outstanding atmospheric and cultural climate, making it one of the best kept secrets in the US. Nestled at the foot of the beautiful Black Hills, Rapid City is the perfect location for those who love the outdoors. With summer and winter skiing, rock-climbing, hunting, fishing, boating, and more trails than a person could hike in their lifetime all within an hour's drive, Rapid City is the perfect location for those who love the outdoors.

Job Type:

Full-time Pay:

$70,000.00

• $80,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Professional development assistance Relocation assistance Tuition reimbursement Vision insurance

Experience:

Financial planning: 1 year (Required)

Work Location:

In person Associate Financial Planner Rapid City, SD 57701 $70,000

• $80,000 a year
• Full-time $70,000
• $80,000 a year
• Full-time We are currently seeking an Associate Financial Planner with strong analytical skills and an interest in personal and professional development to join our team.

We have an ensemble approach to financial planning, so all employees work with many of the same clients. Our firm specialties include comprehensive wealth management, financial life planning, asset protection strategies, real estate, and business planning. Our average client is a high-net-worth business owner, professional, or retiree. Our clients are spread throughout the United States. The primary skill we seek for this position is the ability to develop complex financial plans along with the interest and ability to develop high emotional intelligence and extraordinary client facing skills. This includes a keen interest and love for the analysis and application of financial data and a desire to apply that knowledge in facilitating behavioral change in clients.

Day-to-Day Responsibilities:

Assisting in creation and execution of account paperwork (opening, beneficiary adjustments, address changes, etc.) Developing agendas and preparing what might be necessary for client meetings Attend those meetings in an observing and note-taking role Work collaboratively with team members including but not limited to senior planners Act as the liaison between KFG and our outsourced investment vendor with a the oversight of a senior planner and initiate trade requests with our outsourced manager Become a liaison between financial planners and operations team members.

Other Responsibilities:

Maintain high ethical standards, confidentiality, and professionalism at all times. Complete an onboarding onboarding process around the cornerstones of the KFG cultural: Holacracy, self-management, Non Violent Communication, etc. Maintain confidentiality and professionalism at all times, especially with clients. Approach topics with a beginner's mind and curiosity. Cultivate an inner culture of independence and being self-motivated and self-paced. Have a desire for continuous learning and desire to apply knowledge in facilitating behavioral change in clients. Maintain confidentiality and professionalism at all times, especially with clients. Approach topics with a beginner's mind and curiosity. Have some independence as much of our work is self-paced. Have a desire for continuous learning and desire to apply knowledge in facilitating behavioral change in clients.

Qualifications:

Energized by the analysis of technical data and devising sophisticated planning solutions Has an "owner's attitude" and is a quick learner Has strong analytical skills using Excel Has a desire to become more aware, present, and conscious Does not view themselves as above doing any task or accountability Takes personal responsibility and keeps agreements Has good self-management skills and uses the "Getting Things Done" system Possesses strong analytical skills and is able to see the big picture and apply critical thinking Able to meet deadlines, (Often demonstrated as a Meyers Briggs "J") Is a CFP® Practitioner or will be sitting for the CFP® exam soon Has 1

• 3 years prior work experience as a financial planner, preferably in a fee-only planning firm; or is a recent graduate of a college financial planning program

Benefits:

401K Plan Paid holidays and paid time off Flexible work schedules Paid membership fees for industry associations

The City:

Rapid City has an outstanding atmospheric and cultural climate, making it one of the best kept secrets in the US. Nestled at the foot of the beautiful Black Hills, Rapid City is the perfect location for those who love the outdoors. With summer and winter skiing, rock-climbing, hunting, fishing, boating, and more trails than a person could hike in their lifetime all within an hour's drive, Rapid City is the perfect location for those who love the outdoors.

Job Type:

Full-time Pay:

$70,000.00

• $80,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Professional development assistance Relocation assistance Tuition reimbursement Vision insurance

Experience:

Financial planning: 1 year (Required)

Work Location:

In person