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Working at KFG

We are Hiring!

Position: Lead or Associate Financial Planner

Lead or Associate Financial Planner

The Position:

We currently seek a Lead or Associate Financial Planner with strong analytical skills to perform financial planning and with a passion for the client relationship. We would prefer a candidate to have over 3 years of experience in a fee-only planning firm and the ability to develop complex financial plans.  They also must have a passionate interest in Financial Therapy or Financial Life Planning, have acquired experiential skills in deep listening to successfully facilitate clients toward financial and emotional wellbeing. 

We currently have a team/ensemble approach to financial planning, so all employees work with many of the same clients. Our specialties are comprehensive wealth management, financial therapy, asset protection strategies, real estate, and business planning.  Our average client is a high net worth (HNW) business owner, professional, or retiree. Our clients are spread throughout the US.

Responsibilities:

  • Work with HNW clients in both a technical and emotional financial planning relationship
  • Demonstrate good social, communication and non-verbal listening skills 
  • Develop meeting agendas and generate detailed financial plans and financial recommendations
  • Work collaboratively in a remote environment 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 always

Qualifications:

  • Energized by the analysis of technical data and devising sophisticated planning solutions
  • Has an “owner’s attitude”
  • Is a quick learner
  • Has a desire to become more aware, present, and conscious
  • Does not view themselves as above doing any task or taking on any accountability
  • Takes personal responsibility and keeps agreements
  • Has good self-management skills and uses the GTD system
  • Strong analytical skills, able to see the big picture and apply critical thinking
  • Knows or will commit to using Non-violent Communication (NVC) in the workplace
  • Able to meet deadlines, a Meyers Briggs “J”
  • Is a CFP® Professional
  • Has, or is willing to obtain, a graduate degree or certificate in financial life planning
  • Has over 3 years’ experience as a financial planner

Benefits:

  • Flexible work schedules in a hybrid virtual environment 
  • 401K Plan and profit-sharing plan
  • Paid holidays and paid time off
  • Technology and fitness allowance
  • Education and personal development allowance 
  • Paid membership fees for industry associations
  • Work with a team of thought leaders in financial life planning and financial therapy
  • We strive to pay industry median for fee-only RIAs

If interested, please send resume and cover letter to resumes@kahlerfinancial.com.

In your cover letter please tell us:

  • What attracts you to Kahler Financial Group?
  • What would you bring to and need from Kahler Financial Group?
  • What are your professional life aspirations? 
  • What salary range you expect to receive?

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.

    Position: Financial Therapist / Relationship Manager

    Financial Therapist / Relationship Manager

    The Position:

    We currently seek a Financial Therapist / Relationship Manager to work conjointly with our financial planners and clients. A primary qualification is a passion for the client relationship and education and Experience in working with clients to navigate the intersection of money and emotions.   We would prefer a candidate who has had exposure to fee-only planning firm and the ability to understand developing moderate to complex financial plans.  They also must have a passionate interest in Financial Therapy or Financial Life Planning, have acquired experiential skills in deep listening to successfully facilitate clients toward financial and emotional wellbeing. 

    We currently have a team/ensemble approach to financial planning, so all employees work with many of the same clients. Our specialties are comprehensive wealth management, financial therapy, asset protection strategies, real estate, and business planning.  Our average client is a high net worth (HNW) business owner, professional, or retiree. Our clients are spread throughout the US.

    Responsibilities:

    • Work with HNW clients in both a technical and emotional financial planning relationship
    • Demonstrate good social, communication and non-verbal listening skills 
    • Develop meeting agendas and help communicate and implement financial plan recommendations
    • Work collaboratively in a remote environment 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 always

    Benefits:

    • Flexible, part time work schedule in a hybrid virtual environment 
    • Independent contractor relationship is possible
    • Work with a team of thought leaders in financial life planning and financial therapy
    • We strive to pay industry median for fee-only RIAs

     Qualifications:

    • Energized by the client relationship 
    • Understands sophisticated planning solutions
    • Has a desire to become more aware, present, and conscious
    • Takes personal responsibility and keeps agreements
    • Has good self-management skills and uses the GTD system
    • Strong analytical skills, able to see the big picture and apply critical thinking
    • Knows or will commit to using Non-violent Communication (NVC) in the workplace
    • Is a CFP® Professional or has a degree in financial planning
    • Has a graduate degree in mental health counselling, certificate in financial life planning
    • Preferably is a Certified Financial Therapist
    • Has over 2 years’ experience as a financial planner in a fee-only capacity

    If interested, please send resume and cover letter to resumes@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.

    Working at Kahler Financial Group

    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 to self-development. We have a team approach to financial planning, so all employees work with the same clients.

    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 – a 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 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.

    What is Holacracy?

    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.

    KFG is a 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.