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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

What is Holacracy?

Get to Know Us

Current Open Positions at KFG

Certified Financial Planner 

The Position:

We currently seek a Financial Planner with strong analytical skills to perform financial planning tasks for our clients. 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 business owner, professional, or retiree. Our clients are spread through the US.

The primary skill we seek for this position is the ability to develop complex financial plans. This includes a keen interest and love for the analysis and application of financial data.

Responsibilities:

  • Work with HNW clients in both a technical financial planning role
  • Demonstrate good social, communication and non-verbal listening skills
  • Developing meeting agendas and generating detailed financial plans
  • Work collaboratively 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 picture
  • Maintain high ethical standards, confidentiality and professionalism at all times

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 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
  • Is open to applying the principles of Non-violent Communication in the workplace
  • Able to meet deadlines, a Meyers Briggs “J”
  • Is a CFP® Certificate or has passed the exam.
  • Has a 4 year or master’s degree in financial planning or a related field

Benefits:

  • Incentive based gross revenue bonus program
  • 401K Plan and profit sharing plan
  • Paid holidays and paid time off
  • Flexible work schedules
  • Technology and fitness allowance
  • Unlimited education cost sharing benefit
  • Paid membership fees for industry associations

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

In your cover letter please tell us:

  • What attracts you to Kahler Financial Group?
  • What you would bring to Kahler Financial Group?
  • What do you need most from Kahler Financial Group?
  • What salary range you expect to receive?
  • What would attract you to Rapid City other than working at KFG?

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.

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Client Service Specialist/Account Manager

We are currently searching for a Client Service Specialist/Account Manager. We are looking for someone who is both qualified for the open position and especially passionate about working in our culture.

Responsibilities:

  • • Gathering and processing client information —compiling, coding, categorizing, calculating, tabulating, auditing, reconciling, downloading or verifying client data information in the firms’ client related software programs, including CRM’s, financial planning software, investment management software, aggregation software and other related or connected programs.
  • • Producing routine reports to adhere to compliance standards and quarterly administrative requests.
  • • Tracking client service issues and new business transactions in progress and report on a weekly basis or as requested.
  • • Coordinating transfers of assets into custodian accounts assisting in opening new accounts and applications, and processing client requests for cash.
  • • Processing client withdrawal requests and RMDs.
  • • Coordinating client correspondence -- answering telephone calls, greeting clients, receiving and delegating client questions and requests via telephone, fax, email, or mail.
  • • Scheduling client meetings with clients, team members, and other invitees.
  • • Preparing proper planning agreements, forms, and applications for client meetings.
  • • Coordinating new account/account changes and other online applications as necessary and coordinating client follow up.
  • • Coordinating client on-boarding process.

Qualifications:

  • • 5-7 experience working in client services, preferably associated with the financial planning field.  Willing to complete requirements for professional licensing (CFP®, AFC, FPQP™) for growth in the company
  • • Completion of undergraduate degree, preferably in finance, business management or accounting or the equivalent in related work experience.
  • • Willingness and ability to work in a team based environment.
  • • Enthusiastic and supportive of the firm’s values, vision, and culture
  • • Highly self-motivated, mature and extremely ethical.
  • • Uses a personal management system. Our preferred system is GTD
  • • Outstanding interpersonal, written and oral communication skills.
  • • Strong organizational skills, including the ability to handle a number of time sensitive and detailed responsibilities simultaneously.
  • • Drawn to a Holacracy, a non-hierarchical organizational operating system.
  • • Strong analytical and technological skills; client and “service first” orientation.
  • • Embraces Non-Violent Communication and other personal self-development practices

No phone calls please. If interested, please send a PDF of your cover letter and resume to Careers@kahlerfinancial.com.

In your cover letter please tell us:

  • What attracts you to Kahler Financial Group?
  • What you would bring to Kahler Financial Group?
  • What do you need most from Kahler Financial Group?

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.

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.