Keen Advisor Group
2 - 10 employees
Founded 2010
💸 Finance
💼 Consulting
Finance • Consulting
Keen Advisor Group is a financial advisory and planning firm that has served its community since 1983. The firm helps individuals, families and corporations with legacy planning, end-of-life planning, life transition planning, retirement adjustment, and developing comprehensive financial plans. Keen Advisor Group also serves as an Office of Supervisory Jurisdiction for The Strategic Financial Alliance, overseeing sales and sales practices for a team of experienced advisors; securities and advisory services are offered through SFA (member FINRA, SIPC). William N. Keen, CFP®, is a registered principal and investment advisor representative of SFA.
Keen Advisor
Job not on LinkedIn
🔥 2 hours ago
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Keen Advisor Group
2 - 10 employees
Founded 2010
💸 Finance
💼 Consulting
Finance • Consulting
Keen Advisor Group is a financial advisory and planning firm that has served its community since 1983. The firm helps individuals, families and corporations with legacy planning, end-of-life planning, life transition planning, retirement adjustment, and developing comprehensive financial plans. Keen Advisor Group also serves as an Office of Supervisory Jurisdiction for The Strategic Financial Alliance, overseeing sales and sales practices for a team of experienced advisors; securities and advisory services are offered through SFA (member FINRA, SIPC). William N. Keen, CFP®, is a registered principal and investment advisor representative of SFA.
📋 Description
• Connect with customers seeking guidance • Utilize industry-leading tools • Complete designated application steps
🎯 Requirements
• Connect with customers seeking trusted guidance • Complete a selective multi-step review process • Work as an independent contractor
🏖️ Benefits
• access Keen’s industry-leading tools • specialized platform features • high-intent customer leads • training and support
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