Do you have an excitement for solving technical financial problems? An equally strong desire to connect emotionally with people and help them negotiate their relationship with money. A passion for self-development? How about a bit of an entrepreneurial spirit?
If so, consider joining Rick Kahler and the members of our team, a company recognized for its thought leadership in the financial planning and the financial therapy profession. We are a “purpose driven company” that encourages a culture of transparency, self-development, and self-organization. Our purpose is to transform the financial and emotional well-being of people, and we start with ourselves.
We currently seek a Lead/Senior Financial Planner with strong analytical skills to perform financial planning and a passion for the client relationship. We prefer a candidate with 5 years or more of experience doing client-centered comprehensive financial planning. It’s also preferable to have completed a 12+ month course of training in some area of coaching, Financial Therapy or Financial Life Planning.
We have a team/ensemble approach to financial planning, so all employees work with many of the same clients. Our specialties are comprehensive financial planning, 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 located through the US and we meet virtually with about half of them.
The primary skill we seek for this position is the ability to develop complex financial plans and demonstrate deep listening skills. This includes a keen interest and love for the analysis of financial data and a passion to develop the interior skills needed to successfully facilitate clients toward financial and emotional wellbeing.
We will accept virtual applications, however we will give preference to candidates willing to move to Rapid City. Send resume and cover letter to firstname.lastname@example.org.
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 would attract you to Rapid City other than working at KFG?
Work with HNW clients in both a technical and emotional 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 and emotional situation
Maintain high ethical standards, confidentiality and professionalism at all times
Energized by the analysis of technical data and devising sophisticated planning solutions
Will commit to a course of study to acquire deep-listening, client-facing skills
Strong analytical skills, able to see the big picture and apply critical thinking
Has a desire to become more aware, present, and conscious
Has good self-management skills and uses the GTD system
Is open to applying the principles of Non-violent Communication in the workplace
Able to meet deadlines, a Meyers Briggs “J”
Is attracted to a purpose-driven company that is uses a self-organizing governance structure
Has an “owner’s attitude”
Is a quick learner
Does not view themselves as above doing any task or accountability
Takes personal responsibility and keeps agreements
Is a CFP® Certificate
Has over 5 years’ experience as a financial planner
Has a 4 year or master’s degree in financial planning or a related field
We will consider a virtual relationship for this position, however living in Rapid City is preferred
Flexible work schedules (we fully support working Moms and Dads)
Full time or starting part time with capacity to grow into full-time is possible
401K Plan and profit sharing plan
Paid holidays and paid time off
Technology, fitness, and education allowance
Paid membership fees for industry associations
There is the potential for future equity
Telecommuting is allowed.
Additional Salary Information: 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
About Kahler Financial Group
We are a growing 40 year old, fee-only integrated financial planning firm with 7 associates and about $150 million AUM. We offer an unique team-oriented culture where our employees are as important as our clients, and we work to provide both with a collaborative atmosphere and learning environment. The core purpose of our company is to transform the financial and emotional well-being of people. This includes our clients and ourselves. We empower our employees through a unique "Purpose driven" governance structure (Holacracy) where each person has responsibility and control over decisions as they relate to the role they play within our company.