We currently have an opening in our three-year Financial Planning Residency Program starting Jan to June 2018. We seek a financial planner who wants to grow and learn the necessary skills to become an integrated financial planner. The Financial Planning Resident will leave our firm with the experience needed to join an established firm. The resident will acquire all the skills expected of other KFG associates.
The primary skill we seek for this position is the ability to manage client relationships and develop financial plans.. This includes a keen interest in relational skills, self development, and the analysis and application of financial data. We have a team approach to financial planning, so all employees work with the same clients.
We are a growing 35 year old, fee-only integrated financial planning firm. We offer an unique team-oriented culture, a reputation for excellence, established clients and growth potential to help you reach your personal and career goals. Our company has 100 clients located throughout the US. Our founder, Rick Kahler, is a noted speaker, author, and columnist on financial planning and financial therapy.
Our employees are as important as our clients, and we work to provide both with a collaborative atmosphere and learning environment. We value our employees and we take pride in recognizing and supporting their outstanding talents and efforts. We empower our employees through a unique governance structure (Holacracy) where each person has responsibility and control over decisions as they relate to the role they play within our company. We commit ourselves to the delivery of a superior quality of services based on a foundation of honesty, integrity and ethical treatment.
The core purpose of our company is to transform the financial and emotional well-being of people. This includes our clients and ourselves.
Our core values are authenticity, unbiased advocacy, well-being, and continuous improvement. We put our values into action by:
Putting clients first
Guiding people to reach a destination in an unfamiliar area
Giving sound advice and creative solutions
Constantly educating ourselves
Personally practicing what we preach
Taking clients only where we have gone ourselves
Being serial innovators
Taking personal responsibility for our actions and contributions
Work with clients in a technical, financial planning role
Demonstrate good social, communication and non-verbal listening skills
Developing meeting agendas, financial plans, and investment policy statements
Work collaboratively with team members in an ensemble practice
Confidently deliver advice to clients via conference call or face-to-face meetings
Learn to facilitate the resolution of financial behavioral problems
Structure advice and counseling around the big strategic financial picture
Prepare, coordinate and follow through on any needed communication clients
Maintain high ethical standards, confidentiality and professionalism at all times
Able to analyze data and advanced Excel skills
Good intuitive thinking skills, practical, logical
Strong conceptual skills, able to see the big picture
Confident working with successful, high net worth clients
Strong interpersonal skills, passionate about financial coaching and counseling
Ability to think critically, identify and find solutions to client’s need
Able to meet deadlines and handle client requests without drama
Will address their counter-transference issues around money
Drawn to a Holacratic operating system and personal self-development
An ability to quickly grasp and discuss complex planning issues, high intelligence level
Additional Salary Information: •Incentive based gross revenue bonus program
•401K Plan and Profit Sharing Plan
•Paid membership fees for industry association
We are a growing 34 year old, fee-only integrated financial planning firm with 8 associates and about $190 million AUA. We offer an unique team-oriented culture where our employees are as important as our clients, and we work to provide both with a collaborative atmosphere and learning environment. The core purpose of our company is to transform the financial and emotional well-being of people. Th...is includes our clients and ourselves. We empower our employees through a unique governance structure (Holacracy) where each person has responsibility and control over decisions as they relate to the role they play within our company.