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Current Openings

Position: Associate Planner

    Established fee-only cross-border wealth management firm 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.  Promotable to a salaried Staff Planner position after passing the Certified Financial Planner™ examination and gaining experience and knowledge in the field of cross-border financial planning.
    Employer Information
    Keats, Connelly and Associates, LLC, 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 U.S./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 is comprised of 6 partners and 30 employees, with assets under management of over $200 million.
    Wages and benefits
    This is a full-time hourly position.  Starting wages will be based upon experience and education. We offer benefits including a high deductible group health, plan plus a dental package for which employee premiums are fully paid, coupled with a Health Reimbursement Arrangement (HRA). A flexible spending account for healthcare and dependent care expenses is also offered, as is short-term disability, long-term disability, a 401(k) plan, 15 days of paid time off, nine holidays, tuition assistance and other paid educational assistance, and opportunities to share in the profits of the company.
    Established fee-only cross-border wealth management firm 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 achievement of the Certified Financial Planner™ designation.
    Employer Information
    Keats, Connelly and Associates, LLC, 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 U.S./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 is comprised of 6 partners and 30 employees, with assets under management of over $200 million.
    Wages and benefits
    This is a full-time hourly position.  Starting wages will be based upon experience and education. We offer benefits including a high deductible group health, plan plus a dental package for which employee premiums are fully paid, coupled with a Health Reimbursement Arrangement (HRA). A flexible spending account for healthcare and dependent care expenses is also offered, as is short-term disability, long-term disability, a 401(k) plan, 15 days of paid time off, nine holidays, tuition assistance and other paid educational assistance, and opportunities to share in the profits of the company.