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Wealth Planner (Financial Planner)

Company: KEATING
Location: Rockford
Posted on: May 23, 2023

Job Description:

KEATINGAt KEATING, 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 can offer you:Professional Development9 paid holidays, including your birthday and a floating holiday401(k) with company matchEmployer-Paid Disability, Life Insurance, and Employee Assistance ProgramHealth, Vision, and Dental PlansDependent Care and Flexible Spending Accounts3 weeks Paid Time OffFun Employee Events such as: Lunch and Learns & All Company WeekendLearn more about us at Wealth PlannerJob Summary:The Wealth Planner will work directly with the Tony Pozzi Team in our Rockford, Illinois branch to execute the financial planning client experience. Additionally, there is opportunity for providing service to current clients through investment management if properly licensed and to grow your own book of business.This is a non-exempt, in office position that reports to the Director of Advisor Services. Up to 5% local travel could be expected depending on client and team needs.Responsibilities include, but are not limited to:Collaborate closely with Senior Advisor to create, analyze, and present financial plans for clients.Collect client financial data and create the financial plan scenarios.Work with Senior Advisor to create client recommendations.Present financial plan and recommendations to clients.Review and crosscheck financial plans on a monthly basis, identifying risks and opportunities.Research financial planning and estate planning solutions for clients and the team.Work with clients to implement the planning recommendations.Build estate planning and charitable giving client solutions and illustrate recommendations to clients.Archive the financial plan, related documents, and meeting notes into CRM.Record notes in client meetings, keeping track of promised action items.Identify opportunities for extending services to current clients.Desired skills include, but are not limited to:CFP obtained or able to obtain within 18 months.3+ years related experience in the financial industry.Series 7 or ability to obtain within one year.Series 66 or or ability to obtain within one year.Able to obtain Life & Health license within one year.Strong financial planning background.Technical experience in financial planning software.Great with client-facing, relational skills, with the heart of a teacher.Familiar with investment philosophies and able to incorporate this into planning recommendations.Lifelong, curious learner.High capacity, self-managed, proactive approach to work.Solutions focused team player.Salary Range for this position is: $60,000 to $90,000.CTuGCntiyX

Keywords: KEATING, Rockford , Wealth Planner (Financial Planner), Accounting, Auditing , Rockford, Illinois

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