Certified Financial Planner

The Position:

We currently seek a Financial Planner with strong analytical skills to perform financial planning tasks for our clients. 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 
• Developing meeting agendas and generating 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

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
• Strong analytical skills, able to see the big picture and apply critical thinking
• Has a high EQ and is passionate about personal development
• Is familiar with and practices the principles of Non-violent Communication
• Able to meet deadlines, a Meyers Briggs “J”
• Eager to address their counter-transference issues around money
• Willing to obtain a degree in counseling or become an ICF Master Coach
• Is a CFP® Certificate or has passed the exam. 
• Has a 4 year or master’s degree in financial planning or a related field

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
• Unlimited education cost sharing benefit
• Paid membership fees for industry associations

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.