Director of Financial Planning

At Keating & 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! 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, Lunch Bunch, and more! Learn more about us at https : / / keatinginc.com / why-keating .  Director of Financial Planning Job Summary Join us in our vision to empower financial success and be part of a team that values growth, innovation, and leadership. We are seeking an experienced financial planning professional who can lead our team of staff financial planners, paraplanners, and senior account administrators to serve our clients and advisor teams in addition to serving one advisor team through exceptional financial planning services for their clients. You will play a key role in streamlining and creating operational processes. This position is exempt and reports to our Branch Manager. The annual salary for this position ranges from 75-90k. We plan for this position to be located in one of the following branch offices : Wichita KS, Manhattan KS, Chicago, Overland Park KS, or Lawrence KS. Key responsibilities include and are not limited to : Leadership, management, and accountability of staff Financial Planners, Paraplanners and Senior Account Administrators. Stay up to date with regulation changes and apply these to training and processes. Own oversight of annual client review compliance across advisors. Oversee and deliver training and ongoing support on all financial planning related software used throughout Keating. Participate in client conversations upon request from an Advisor. Support one financial advisor in a financial planning capacity. Deliver financial planning onboarding and training for all financial planners, including those designated as Team Advisors and new to the business Producing Advisors. Create financial planning presentation templates. Other duties as assigned. Qualifications include : CFP® IAR licensed (Series 65) preferred Experienced with any of the following : Right Capital or eMoney Life / health / variable insurance licenses are a plus Bachelor’s degree in finance, financial planning, business, or a related field Experience with an independent RIA preferred Desired skills include, and are not limited to : Establish and maintain a respected position of leadership from which to influence, motivate and coach others to achieve desired outcomes. Previous successful management experience is preferred. Great with client-facing relational skills, with the skill of a teacher to clients  Ability to lead others in providing a high level of customer service and focuses on developing solutions Familiar with investment philosophies and able to incorporate this into planning recommendations  Lifelong, curious learner with the ability to adapt approaches with changes in industry regulations and system capabilities. High capacity, self-managed, proactive approach to work  Highly organized and process-oriented Powered by JazzHR