Associate Financial Planner jobs in United States
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Kahler Financial Group · 4 hours ago

Associate Financial Planner

positionRapid City, SD
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$70K/yr - $80K/yr

Kahler Financial Group is seeking an Associate Financial Planner with strong analytical skills and a passion for personal and professional development. The role involves developing complex financial plans and requires high emotional intelligence and client-facing skills to facilitate behavioral change in clients.

BankingConsultingCrowdfundingFinancial Services
Hiring Manager
Michelle Leong
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Responsibilities

Develop complex financial plans
Apply knowledge in facilitating behavioral change in clients
Work with many of the same clients in an ensemble approach to financial planning

Qualification

Financial planningAnalytical skillsClient facing skillsEmotional intelligenceBehavioral change facilitation

Required

strong analytical skills
interest in personal and professional development
ability to develop complex financial plans
interest and ability to develop high emotional intelligence
extraordinary client facing skills
keen interest and love for the analysis and application of financial data
desire to apply knowledge in facilitating behavioral change in clients

Company

Kahler Financial Group

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Kahler Financial Group specialize in comprehensive financial planning and asset management services.
dateFounded in 1981
location
Rapid City, South Dakota, USA
people-size2-10 employees
web-link
https://kahlerfinancial.com/

Funding

Current Stage
Early Stage

Leadership Team

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Rick Kahler
Founder
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Company data provided by crunchbase