Keen Wealth Advisors · 5 days ago
Sr. Associate Financial Planner
Overland Park, KS
Full-time
Onsite
Mid, Senior Level
$78K/yr - $92K/yr
1+ years expKeen Wealth Advisors is a premier financial planning firm committed to delivering customized, goal-oriented strategies with exceptional client service. The Senior Associate Planner assists with financial planning and relationship management for clients, supporting up to 200 client relationships while learning firm processes and enhancing planning strategies.
AdviceFinancial ServicesRetirementRisk Management
Hiring Manager
Sherri Bliss, CFP®, CDFA®, AIF®
Responsibilities
Serve in a supporting planner capacity for up to 200 client relationships, delivering consistent, high-touch service
Through a team approach, conduct regular client meetings to review financial plans, address changing needs, and reinforce long-term strategies
Monitor financial plans and investment objectives, ensuring alignment with client goals and circumstances
Maintain thorough documentation and utilize CRM tools to track activity, communications, and service milestones
Proactively engage clients through calls, emails, and meetings to answer questions, provide insights, and build trust
Through shadowing senior planning staff, learn to effectively collaborate with trading and investment team on asset allocation adjustments, rebalancing, and tax loss harvesting strategies
Through shadowing senior planning staff, learn to coordinate with external professionals, such as CPAs and estate attorneys, to implement integrated wealth strategies
Ask great questions
Seek and provide feedback with humility
Own your own development, regularly seeking resources provided by the firm to support your growth & success
Assist in enhancing planning processes, client engagement models, and service delivery standards
Help clients build financial confidence by following through with communications, services, and tasks as promised in a timely manner
Reinforce team investment philosophy and planning frameworks in communications with clients, while learning from senior planning team members
Participate in firm-led educational initiatives such as webinars, seminars, or financial wellness events
Qualification
Required
Bachelor's degree in Personal Financial Planning, Finance, Accounting, Economics, or related field
Required pass on one or both: Series 65 and/or CFP® exam; CPA or additional designations welcome
1-3 years of experience in financial services, where significant progress towards certifications or exam passes may substitute for up to 1 year of experience
Proven experience managing client relationships
Strong communication and presentation skills, with the interest and ability to participate in increasingly complex client conversations
Proficiency with financial planning and CRM platforms, such as Salesforce, Holistiplan, MoneyGuide, and Orion
High attention to detail, particularly in financial modeling, documentation, and plan implementation
Ability to manage multiple priorities and deadlines in a fast-moving, client-focused setting
Comfortable working under pressure, especially during critical planning cycles or volatile market periods
Strong problem-solving and strategic thinking abilities, while learning to address complex financial scenarios
Humble confidence, as you learn to fully integrate into the culture and live the core values of the firm
Exceptional interpersonal skills and a passion for building trust-driven relationships
Preferred
Strategic thinker with strong financial acumen
Team player, willing to tap into firm resources to support continuous learning and development
Confident communicator across all levels of the organization
Committed to delivering exceptional client outcomes in alignment with firm goals
Company
Keen Wealth Advisors
Keen Wealth Advisors is a financial service provider that offers consulting services on risk management, retirement plans and investment.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Bill Keen
Founder and CEO
Jesse Bunse, CFP®, CRPC®
Partner
Recent News
2025-07-16
Company data provided by crunchbase