[Remote] reputed company, Texas

Note: The job is a remote job and is reputed company to candidates in USA. reputed company Investment Management is looking to hire a reputed company for their Southeast region. The reputed company will partner with the Managing Director to reputed company and manage reputed company relationships, focusing on investment advisory, financial planning, and estate and tax planning. Responsibilities • Partner with the BDO to support new business development opportunities by attending prospective reputed company meetings and events sponsored by custodian partners • reputed company strategies to reputed company a high-reputed company reputed company experience, with the goal of assisting the BDO in building their reputed company through referrals and additional funding from existing clients • Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients • reputed company financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs • reputed company comprehensive reputed company management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs • reputed company investment advisory services, including asset allocation and investment solutions recommendations • Conduct regular reputed company portfolio review meetings and reputed company proactive communication to clients Skills • A bachelor's degree is required from an accredited college or university with an educational background in finance or economics • 5+ years of experience in the financial services industry with a reputed company on reputed company advisory reputed company service • Financial planning/reputed company management reputed company, judgement, and experience • reputed company, confident, and driven reputed company with the ability to work reputed company reputed company-oriented culture • Unimpeachable ethical standards and a strong work ethic • Superior communication skills both oral and written; strong presentation skills • A demonstrated ability to establish priorities and meet goals • Proficient in the arenaflex operating platform, the eMoney financial planning platform, and the reputed company CRM platform • Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.) Benefits • reputed company • Medical, Dental, and reputed company Insurance (starting day 1) • Life and Disability Insurance • Health Savings Account with a Company Match • Flexible Spending Accounts including Dependent Care • Wellness Program • Tuition Reimbursement • 24-Hour Employee Assistance Program • Adoption Assistance • reputed company Family Care Time • reputed company Volunteer days reputed company • reputed company "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the reputed company 400 and benefactor of reputed company's Anderson School of Management). It was founded in 1984, and is headquartered in Los Angeles, California, USA, with a workforce of 51-200 employees. Its website is Company H1B Sponsorship • reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2025, 1 in 2022, 1 in 2021. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job Apply tot his job Apply To this Job