Working at KFG

Lead Financial Planner 

This job is based in Rapid City, South Dakota. We’re an in-person team, and we’d love for you to be local or willing to move here. For the right person, we’ll consider a remote work situation. 

The Position:

This is really two jobs in one. You’ll spend about 60% of your time as a Lead Financial Planner. You’ll spend about 40% of your time as Director of Client Operations. These percentages may fluctuate as the needs of the practice evolve. 

As a Lead Financial Planner, you’ll manage a set of clients yourself. As Director of Client Operations, you’ll determine how the client service team gets its work done. You will work closely with the Director of Financial Planning and Chief Investment Officer in executing both roles. 

Responsibilities (Lead Financial Planner):

• • Be the main point of contact for your clients 
  • Build and review financial plans 
  • Meet with high-net-worth clients, in–person and virtually 
  • Review meeting agendas and meeting materials 
  • Coach and review the work of our Associate Financial Planners and Client Service Associates 
  • Follow through until each recommendation is completed 
  • Use our technology tools: eMoney, Holistiplan, Income Lab, Orion, Salesforce, Morningstar

Responsibilities (Director of Client Operations):

• Document how work should get done and ensure others do it the same way
• Constantly improve and evolve client service processes 
• Build a quality-check step so mistakes get caught before they reach clients 
• Make sure every promise made to a client turns into a task — with an owner and a due date 
• Keep our CRM and planning software clean and consistent 
• Hunt down small errors and delays. Fix the process, don’t just fix the mistake 
• Build a client service department that will help our clients love us 

Qualifications:

• CFP® certification 
• 5+ years as a client-facing financial planner 
• A bachelor’s or master’s degree  
• Keep client information confidential. Act with honesty and professionalism 
• Strong analytical skills — you enjoy digging into the numbers 
• A track record of building a process, getting people to follow it, and improving it over time 
• A low tolerance for mistakes and delays 
• Hands-on experience with paperwork, account operations, and moving client money 
• Curiosity about technology and how to make it work better together 
• The confidence to hold people to a standard, even when you’re not their boss 
• Strong follow-through. You meet deadlines and keep your word 
• A hunger to keep learning and improving 
• Experience coaching or supervising others 

Nice to Have:

• Experience running operations at an RIA or planning firm 
• Familiarity with EOS (the Entrepreneurial Operating System) 
• Training in coaching and financial life planning 
• Experience with our specific software and a custodian platform 

Benefits:

• 401(k) Plan
• Health benefits, employer paid or a partial stipend for alternative coverage 
• Dental and vision coverage available 
• Employer-paid life and disability insurance 
• Paid holidays and paid time off 
• Parental leave 
• Flexible schedule 
• Education allowance 
• Paid membership in industry associations 

We’re an equal opportunity employer. You’ll go through a background check, a credit check, and may be asked to take one or more task-based assessments. Expect about four rounds of interviews. We’re looking for a long-term teammate, so we take our time — and we want you to take your time with us, too. 

The City:

Rapid City has no personal income tax, 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. 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.

Interested in joining our team? Apply on LinkedIn or Indeed.