Wealth Planner
Company: KEATING
Location: Rockford
Posted on: March 20, 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
63+65 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.Powered by JazzHR
Keywords: KEATING, Rockford , Wealth Planner, Other , Rockford, Illinois
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