POSITION: ASSOCIATE PLANNER

Largest fee-only cross-border wealth management firm in North America seeks an Associate Planner for its Boynton Beach (Florida) office in the fashionable Compson Place/Renaissance Commons complex. The Associate Planner will join a team of international professionals engaged in the development and implementation of complex financial plans for individuals and families.

We seek a detail-oriented person with intermediate knowledge of MS Word and MS Excel, and strong business writing and analytical abilities. Good typing skills are required. An Associate Planner must be able to multitask, prioritize diverse responsibilities, and take direction from multiple individuals. The ideal candidate will possess strong communication skills to be able to interact with our clients in a professional and confident manner. Experience in financial planning, banking, or insurance are a plus. Preference may be given to a candidate with Canadian French language fluency or Canada living experience. US employment authorization is required.

Candidate must have (or be pursuing) a bachelor’s degree in financial planning, accounting, finance, business, or economics. Promotion to a salaried Staff Planner position requires passing the CERTIFIED FINANCIAL PLANNER™ examination.

KeatsConnelly, www.keatsconnelly.com, is a financial planning firm with offices in Phoenix, Arizona and Boynton Beach, Florida. We specialize in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of our clients’ financial records and accounts. Our Fee-Only compensation model a) bars commissions and similar incentives which can foster conflicts of interest, b) opens the door to a new world of lower cost financial products, and c) promotes a transparent relationship in which the interests of client and advisor are aligned.

The firm has over 30 employees with a track for employees to become shareholders of the firm. Assets under advisement exceed $250 million.

This is a full-time hourly position with benefits. Starting wages are based on experience and education. If interested in this position, please email your resume to katem@keatsconnelly.com.