Lead Planner

The Position:

We currently seek a Lead/Senior Financial Planner with strong analytical skills to perform financial planning tasks for our clients and eventually manage our financial planning department. We currently have a team/ensemble approach to financial planning, so all employees work with many of the same clients.

Our specialties are comprehensive wealth management, financial therapy, asset protection strategies, real estate, and business planning.  Our average client is a high net worth business owner, professional, or retiree. Our clients are spread through the US.

The primary skill we seek for this position is the ability to develop complex financial plans. This includes a keen interest and love for the analysis and application of financial data.   

Responsibilities:

• Work with HNW clients in both a technical financial planning role
• Demonstrate good social, communication and non-verbal listening skills 
• Develop meeting agendas and generate detailed financial plans
• Work collaboratively with team members
• Confidently deliver advice to clients via conference call or face-to-face meetings
• Structure financial advice around the client’s strategic financial picture
• Maintain high ethical standards, confidentiality and professionalism at all times

Benefits:

• Incentive based gross revenue bonus program
• 401K Plan and profit sharing plan
• Paid holidays and paid time off
• Flexible work schedules
• Technology and fitness allowance
• Education allowance 
• Paid membership fees for industry associations

No phone calls please.  If interested, please send a resume and cover letter to resumes@kahlerfinancial.com.

In your cover letter please tell us:

• What attracts you to Kahler Financial Group?
• What you would bring to Kahler Financial Group?
• What do you need most from Kahler Financial Group?
• What salary range you expect to receive?
• What would attract you to Rapid City other than working at KFG?

We are an equal opportunity employer. Selected candidate may be required to pass a drug test and background check and may be asked to complete personality and/or competency tests.

The City:

Pursuing a career in financial planning in Rapid City, South Dakota means you will enjoy the best of all worlds; great quality of life, low personal taxes, and a low cost of living.

Rapid City has an outstanding atmospheric and cultural climate, making it one of the best kept secrets in the US.

Nestled at the foot of the beautiful Black Hills, Rapid City is the perfect location for those who love the outdoors.  It was rated the #3 top town for sportsmen by Outdoor Life magazine in 2011 and one of the top 25 cities to raise an outdoor kid by Backpacker Magazine. Rapid City is tied with Ft. Meyers, FL for having the best air quality of any city in the United States.

With summer and winter skiing, rock-climbing, hunting, fishing, boating, and more trails than a person could hike in their lifetime all within an hour’s drive, Rapid City is the perfect location for those who love the outdoors.

Our residents enjoy the many tax and business advantages of doing business here. And when the cost of doing business is low, so is the cost of living. Consider that South Dakota has:

• NO Corporate Income Tax
• NO Personal Income Tax
• NO Personal Property Tax
• NO Inventory Tax
• Low cost of living, .81 of the national average
• The 2nd lowest state per capita taxes in the nation
• Fourth lowest overall crime rate in the nation
• An average commute time of 13.8 minutes
• Number one high school graduation rate in the nation

Rapid City features a steppe climate (Köppen BSk). Its location makes its climate unlike both the higher elevations of the Black Hills and the Great Plains to the east. It is characterized by long arid summers and mild, dry winters, with short but distinct spring and autumn seasons.

Qualifications:

• Energized by the analysis of technical data and devising sophisticated planning solutions
• Has an “owner’s attitude”
• Is a quick learner
• Has a desire to become more aware, present, and conscious
• Does not view themselves as above doing any task or accountability
• Takes personal responsibility and keeps agreements
• Has good self-management skills and uses the GTD system
• Has strong analytical skills, and is able to see the big picture and apply critical thinking
• Is open to applying the principles of Non-violent Communication in the workplace
• Able to meet deadlines, (often demonstrated as a Meyers Briggs “J”)
• Is a CFP® Certificate 
• Has a minimum of 5 years prior work experience as a financial planner 
• Has a Bachelor's or a Master’s degree in financial planning or a related field
• While we prefer this person to be in-house, we will consider a virtual relationship