Associate Financial Planner

Loading... Please wait.

Expand Show Other Jobs

Job Saved Save Job

Associate Financial Planner

Kahler Financial Group

Facebook X LinkedIn Share

Application

Captcha / Bot Check

Copy from here

• to here
  
  

Click to hear these letters.

What is this?

The application opened in a new tab.

You may close this popup.

By using this feature you agree to our Terms and Conditions and Privacy Policy.

Details

Posted: 06-May-26

Location: Rapid City, South Dakota

Type: Full Time

Salary: $70,000 - $80,000

Categories

Finance

Sector

Wealth Management

Preferred Education

4 Year Degree

Internal Number: 2026225

The Position

We are currently seeking a Associate Financial Planner with strong analytical skills and an interest in personal and professional development to join our team. We have an ensemble approach to financial planning, so all employees work with many of the same clients.

Our firm specialties include comprehensive wealth management, financial life planning, 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 throughout the United States.

The primary skill we seek for this position is the ability to develop complex financial plans along with the interest and ability to develop high emotional intelligence and extraordinary client facing skills. This includes a keen interest and love for the analysis and application of financial data and a desire to apply that knowledge in facilitating behavioral change in clients.

Day-to-Day Responsibilities

• Assisting in creation and execution of account paperwork (opening, beneficiary adjustments, address changes, etc.)
• Developing agendas and preparing what might be necessary for client meetings.
• Attend those meetings in an observing and note taking role.
• Work collaboratively with team members including but not limited to senior planners.
• Act as the liaison between KFG and our outsourced investment vendor with a the oversight of a senior planner and initiate trade requests with our outsourced manager.
• Become a liaison between financial planners and operations team members.
  
  

Other Responsibilities

• Maintain high ethical standards, confidentiality, and professionalism at all times.
• Complete an onboarding onboarding process around the cornerstones of the KFG cultural: Holacracy, self-management, Non Violent Communication, etc.
• Maintain confidentiality and professionalism at all times, especially with clients.
• Approach topics with a beginner’s mind and curiosity.
• Cultivate an inner culture of independence and being self-motivated and self-paced.
• Have a desire for continuous learning and desire to apply knowledge in facilitating behavioral change in clients.
• Maintain confidentiality and professionalism at all times, especially with clients.
• Approach topics with a beginner’s mind and curiosity.
• Have some independence as much of our work is self-paced.
• Have a desire for continuous learning and desire to apply knowledge in facilitating behavioral change in clients.
  
  

Benefits

• 401K Plan and profit sharing plan
• Paid holidays and paid time off
• Flexible work schedules
• Education allowance
• Paid membership fees for industry associations
  
  

Qualifications

• Energized by the analysis of technical data and devising sophisticated planning solutions
• Has an “owner’s attitude”
• Is a quick learner and has strong analytical skills.
• Has above average skills using MS Office Excel
• Has a desire to become more self-aware, present, and conscious
• Does not view themselves as above doing any task or accountability
• Takes personal responsibility and keeps agreements
• Thrives in an environment of accountability, self-motivation, and self-management
• Able to meet deadlines, (Often demonstrated as a Meyers Briggs “J”)
• Has passed the CFP® exam or will be sitting for the CFP® exam soon
• Has 0 – 3 years prior work experience as a financial planner in a fee-only planning firm; or is a recent graduate of a college financial planning program.
• Willing to temporarily or fully relocate to Rapid City, SD.
  
  

Create a Job Match for Similar Jobs

About Kahler Financial Group

Connections working at Kahler Financial Group

https://fpajobboard.org/jobs/22256847/associate-financial-planner