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Careers at KFG

The primary skill we seek for any position with KFG is the felt sense of being called to the financial planning profession, the technical knowledge and curiosity needed to develop financial plans, a keen interest in relational skills, and a commitment self-development.   We have a team approach to financial planning, so all employees work with the same clients.

We are a growing 35-year-old, fee-only integrated financial planning firm. We offer a unique team-oriented culture that offers a high level of freedom and responsibility.  We have a reputation for excellence, established clients and the experience to help you reach your personal and career goals. Our company has 100 clients located throughout the US. Our founder, Rick Kahler, is a noted speaker, author, and columnist on financial planning and financial therapy.

Our employees are as important as our clients, and we work to provide both with a collaborative atmosphere and learning environment. We value our employees and we take pride in recognizing and supporting their outstanding talents and efforts.  We empower our employees through a unique governance structure (Holacracy) where each person has responsibility and control over decisions as they relate to the role they play within our company. We commit ourselves to the delivery of a superior quality of services based on a foundation of honesty, integrity and ethical treatment. 

The core purpose of our company is to transform the financial and emotional well-being of people. This includes our clients and ourselves.

Our core values are authenticity, unbiased advocacy, well-being, and continuous improvement.  We put our values into action by:

  • •Putting clients’ first
  • •Guiding people to reach a destination in an unfamiliar area
  • •Giving sound advice and creative solutions
  • •Constantly educating ourselves
  • •Personally practicing what we preach
  • •Taking clients only where we have gone ourselves
  • •Being serial innovators
  • •Taking personal responsibility for our actions and contributions

Deliberately Developmental Organization

At Kahler Financial Group, we strive to have a culture that values personal development in the same manner as we value professional development. As our core purpose includes transforming the financial and emotional well-being of our employees as well as our clients, we have embarked on becoming a DDO or a Deliberately Developmental Organization.  A DDO is an integration of business excellence and the growth of employees into their best version of themselves. Check out our Deliberately Developmental Organization Page to learn more about it.

Current Open Positions at KFG

Financial Planner

We currently seek a Financial Planner with both analytical and relational skills to manage new and existing client relationships and perform financial planning tasks. We currently have a team/ensemble approach to financial planning, so all employees work with many of the same clients.

The primary skill we seek for this position is the ability to manage client relationships and develop financial plans. This includes a keen interest in relational skills, self development, and the analysis and application of financial data.

Responsibilities:

  • •Work with clients in a technical, financial planning role
  • •Demonstrate good social, communication and non-verbal listening skills 
  • •Developing meeting agendas, financial plans, and investment policy statements
  • •Work collaboratively with team members in an ensemble practice
  • •Confidently deliver advice to clients via conference call or face-to-face meetings
  • •Learn to facilitate the resolution of financial behavioral problems
  • •Structure advice and counseling around the big strategic financial picture
  • •Prepare, coordinate and follow through on any needed communication clients
  • •Maintain high ethical standards, confidentiality, and professionalism at all times

Qualifications:

  • • Has CFP®, CPA or JD.
  • • Energized by social interaction, is an exquisite listener
  • • Able to analyze technical data and devise sophisticated planning solutions
  • • Has an “owner’s attitude”
  • • 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 time management skills
  • • Strong conceptual skills, able to see the big picture
  • • Has a high EQ and is passionate about personal development
  • • 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

No phone calls, please.  If interested, please send resume and cover letter to careers@kahlerfinancial.com.

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.

Investment Analyst

We currently seek a part-time Investment Analyst with excellent analytical skills and average relational skills to do a broad range of investment related roles. The primary skill we seek for this position is the ability to understand investments, trading, re-balancing, portfolio management, data, and advanced spreadsheet skills. This is a part-time position requiring 5 to 10 hours per week.

Responsibilities:

  • •Execute weekly trading and re-balancing
  • •Perform routine due diligence on managers, custodians, and vendors
  • •Periodically re-evaluate investment allocations and model portfolios
  • •Proactively monitor gains and loss harvesting
  • •Work collaboratively with team members
  • •Confidently deliver advice to clients via conference call or face-to-face meetings
  • •Structure advice and counseling around the big strategic financial picture
  • •Maintain high ethical standards, confidentiality and professionalism at all times

Qualifications:

  • •Has a deep understanding and love for of economics, finance, and investments
  • •Advanced Excel skills
  • •Ability to take the initiative to identify gaps in operational process and implement new innovative solutions that are relevant to the industry
  • •Excellent communication both in written and person to person 
  • •Drawn to a Holacracy, a non-hierarchical organizational operating system
  • •Has a personal management system or willing to learn “Getting Things Done” method
  • •Willing to learn Non-Violent Communication
  • •Wants to work in a culture that emphasizes self-development practices
  • •Able to analyze technical data and devise sophisticated investment strategies
  • •Does not view themselves as above doing any task or accountability
  • •Takes personal responsibility and keeps agreements
  • •Ability to think critically, identify and find solutions to client’s need
  • •Able to meet deadlines
  • •Has CFP®, CPA or CFA.

No phone calls, please.  If interested, please send resume and cover letter to careers@kahlerfinancial.com.

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

 

Financial Planning Residency Program

Our next opening in our three-year Financial Planning Residency Program will be January 2019; we will be collecting applications through July 2018. We seek someone who feels a calling to become an integrated financial planner who wants to grow and learn the necessary skills to succeed.  The Financial Planning Resident will leave our firm with the experience needed to join an established firm. The resident will acquire all the skills expected of other KFG associates.

The primary skill we seek for this position is the felt sense of being called to the financial planning profession, the technical knowledge and curiosity needed to develop financial plans, a keen interest in relational skills, and a commitment self-development. We have a team approach to financial planning, so all employees work with the same clients.

Responsibilities:

  • •Work with clients in a technical, financial planning role
  • •Demonstrate good social, communication and non-verbal listening skills 
  • •Developing meeting agendas, financial plans, and investment policy statements
  • •Work collaboratively with team members in an ensemble practice
  • •Confidently deliver advice to clients via conference call or face-to-face meetings
  • •Learn to facilitate the resolution of financial behavioral problems
  • •Structure advice and counseling around the big strategic financial picture
  • •Prepare, coordinate and follow through on any needed communication clients
  • •Maintain high ethical standards, confidentiality, and professionalism at all times

Qualifications:

  • •Able to analyze data and advanced Excel skills
  • •Good intuitive thinking skills, practical, logical
  • •Ability to research and find answers for yourself 
  • •Ability to get things done
  • •Strong conceptual skills, able to see the big picture
  • •Confident working with successful, high net worth clients
  • •Strong interpersonal skills, passionate about financial coaching and counseling
  • •Ability to think critically, identify and find solutions to client’s need
  • •Drawn to a Holacracy, a non-hierarchal organizational operating system
  • •Embraces Non-Violent Communication, GTD, and self-development
  • •An ability to quickly grasp and discuss complex planning issues
  • •Has CFP® designation or a BA or MS in financial planning

No phone calls, please.  If interested, please send a resume and cover letter to careers@kahlerfinancial.com.

In your cover letter please tell us:

  1. Why do you want to live in Rapid City, SD for at least 24 months?
  2. What attracts you to Kahler Financial Group?
  3. The core purpose of our company is to transform the financial and emotional well-being of people. What does that mean?
  4. What will you bring to Kahler Financial Group?
  5. What do you need most from Kahler Financial Group?
  6. What does “Financial planning from the inside out” mean to you in your life?

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.

Waiting List For: 

Administrative & Para-Planning Positions

We are currently developing a waiting list for part-time or full-time administrative roles that may come available from time to time.  A sampling of these roles include operations, client service, para-planning, IT/social media, bookkeeping, securities trading, and investment advising.  We are looking for associates who are both qualified for the open position and especially passionate about working in our DDO culture.

Qualifications:

  • •Drawn to a Holacracy, a non-hierarchal organizational operating system (See Video Below)
  • •Bachelor’s Degree in Accounting, Business Management, Financial Planning, or IT, is preferred but will consider relevant experience in lieu of a degree
  • •We value related work experience
  • •Proficiency Microsoft Word, especially Excel and database applications
  • •Ability to self-organize
  • •Uses a personal management system.  Our preferred system is GTD
  • •Ability to take the initiative to identify gaps in operational process and implement new innovative solutions that are relevant to the industry
  • •Excellent communication and people relationships skills, both in writing and person to person
  • •Ability to work through complex operational situations and identify solutions
  • •Embraces Non-Violent Communication and other personal self-development practice

No phone calls, please.  If interested on being placed on our waiting list, please send your resume and cover letter to careers@kahlerfinancial.com.

Tobacco Free Work Place

A tobacco-free environment helps create a safe and healthy workplace. Smoking and secondhand smoke are known to cause serious lung diseases, heart disease and cancer. Kahler Financial Group recognizes the hazards caused by tobacco use and exposure to secondhand tobacco smoke. Our policy to provide a tobacco-free environment for all employees and visitors was established to keep a safe and healthy workplace environment.  Smoking of any tobacco product and the use of oral tobacco products, “spit" tobacco and e-cigarettes, is not permitted within the facilities or on the property of Kahler Financial Group.