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Keen Advisor

Keen Advisor Group

Role overview

Key facts

Hard skills

Other skills

  • Customer Service
  • Relationship Building

About the company

Keen Advisor Group logo

Keen Advisor Group

Investment Advisory & Wealth Management

Proudly Serving Our Community since 1983 Helping individuals, families and corporations navigate through difficult times. Listening, Evaluating, Planning, Securing Agreement, Implementation and Monitoring. Developing real plans for the future without focusing on the past. Our firm also is proud to be an Office Of Supervision Jurisdiction for The Strategic Financial Alliance with the responsibility of overseeing the sales and sales practices of 14 experienced financial advisors in the Atlanta area. Securities and Advisory Services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. William N. Keen CFP® is a registered principal and investment advisor representative of SFA which is otherwise unaffiliated with the Keen Advisor Group.

Company details

IndustryInvestment Advisory & Wealth Management
Company size2 - 10

Links

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Job description

Join the Keen Advisor Network

Connect with customers seeking trusted guidance and access Keen’s industry-leading tools, specialized platform features, and high-intent customer leads. We’re committed to building a high-quality Advisor community and delivering an exceptional customer experience.

All applications go through a selective, multi-step review process. Completing this questionnaire is the first step and takes about 30 minutes.

After submitting the questionnaire, you’ll return to Keen.com to complete the remaining application and compliance steps, which typically take 20-30  minutes.

Applicants who meet our initial criteria and complete the required steps will be invited to continue through the next stages of review.

Please note: Due to the high volume of interest, we are only able to contact applicants who are selected to move forward.

Relationship with Keen: An Advisor is in a direct business relationship with Keen as an independent contractor and is not an employee, agent, partner, fiduciary, or legal representative of Keen for any purpose.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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