Team Advisor

About the role

We are excited to explore the possibility of adding a Team Advisor to support a Financial Advisor and their growing book of business at Keating & Associates. In this role, you will work closely with the Advisor to help deliver a thoughtful, high-quality financial planning experience for clients.

Responsibilities

• Aid in the preparation, review, and maintenance of financial plans, portfolios, and insurance solutions
• Support the development of client recommendations and planning strategies
• Prepare meeting agendas, planning reports, and investment research
• Deliver coordinated service before, during, and after client interactions
• Document client and prospect communications in CRM
• Maintain accurate client records and case documentation
• Assist with investment research and portfolio allocation proposals
• Conduct financial planning analysis to support client recommendations
• Serve as a liaison for client questions and service needs, ensuring timely follow-up
• Cultivate and maintain strong relationships with existing and prospective clients
• Maintain working knowledge of custodian systems and advisor technology platforms
• Stay current on industry education and regulatory compliance requirements
• Identify opportunities to improve processes and strengthen the client service experience
• Assist in managing existing client relationships by providing ongoing account support, service, and follow-through on client needs
• Facilitate client meetings independently after obtaining the required licensing, delivering consistent planning experience aligned with firm standards and Advisor oversight
• 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

Requirements

Required: CFP® preferred or in the process of studying for the exam

PREFERRED but not required: Additional Life and Health Insurance

Qualifications

• 3 years or more of experience in Financial Planning
• Preferred Education: B.S. in Financial Planning, Finance, Business, or related field

Skills

• Communication: Clear, professional, and relationship-focused interactions
• Client Service: Consistent follow-through and high-quality client care
• Industry Knowledge: Understanding of financial services regulations and practices
• Analytical Skills: Ability to evaluate data and support planning decisions
• Detail Orientation: Accuracy in documentation, reporting, and analysis
• Integrity: Trusted handling of confidential client information
• Technical Skills: Proficiency with financial planning software and CRM systems
• Investment Insight: Familiarity with portfolio strategies and recommendations
• Adaptability: Willingness to learn and adjust in a dynamic environment
• Teamwork: Collaborative approach to supporting advisors and internal partners

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!

Pay

Annual Base Salary Range is $51,000 to $55,000 with additional bonus potential.

Schedule

This role is non-exempt, in-office in Manhattan, KS. This role is not eligible for remote work.