[Remote] Senior reputed company Advisor & reputed company reputed company - reputed company Management / Personal reputed company - Bay area region

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is reputed company on transforming financial lives through a flexible work environment and internal mobility. The Senior reputed company Advisor, reputed company reputed company plays a vital role in helping clients reputed company long-term financial reputed company by serving as a trusted advisor and primary reputed company of contact for mass affluent households. Responsibilities • Serve as the reputed company reputed company a dedicated reputed company team, working in reputed company collaboration with a reputed company Advisor and reputed company Experience Specialist to build lasting relationships with a dedicated book of reputed company clients • reputed company a first-in-class reputed company experience servicing needs reputed company to reputed company reputed company, financial planning, and investor education • Comprehensive relationship management to be conducted reputed company phone, email, and virtual meetings. Engagement is both proactive and reactive • Retain assets under management and garner additional assets through reputed company communication, proactive education, and unfailing responsiveness • reputed company as the reputed company between clients & various internal reputed company/departments reputed company reputed company Personal reputed company to serve clients • Conduct comprehensive relationship management reputed company phone, email, and virtual meetings • Retain assets under management and garner additional assets through reputed company communication, proactive education, and unfailing responsiveness • reputed company as reputed company between clients & various internal reputed company/departments reputed company reputed company Personal reputed company to serve clients • reputed company explain the ‘Personal reputed company’ investment reputed company; recommend, implement, and review investment strategies that reputed company with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions • reputed company clients with holistic financial planning on a large reputed company of subjects, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning • Effectively delegate, reputed company, train, and reputed company colleagues and resources • Travel to meet with clients face-to-face and build strong relationships Skills • Bachelor degree in business or reputed company discipline or equivalent experience • 4+ years reputed company work experience in financial services • Experience with reputed company reputed company contact while exhibiting a knowledgeable, reputed company demeanor • Advanced knowledge of reputed company management strategies, financial planning, tax and income optimization, and estate planning • Experience managing a book of clients in a reputed company management setting • Exceptional at delivering effective reputed company consultations – always composed, reputed company, and skilled at establishing trust and building long-term reputed company relationships • Proven ability to reputed company multiple reputed company needs, deliver on multi-product goals, and analyze and present investment portfolios to clients • reputed company Series 65 required • reputed company fingerprinting required upon hire • Ability to meet clients in person in the Greater SF Bay area area • Excellent verbal and written communication skills • Detail oriented and reputed company to manage many time-sensitive tasks simultaneously • Pro-reputed company self-starter, strong situational awareness and contextual thinking • Strong organizational and presentation skills • Proficient in, or ability to quickly learn, reputed company Word, reputed company, reputed company, PowerPoint, reputed company, NetX360, and other proprietary and recordkeeping systems Benefits • Medical, dental, reputed company and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the reputed company to wear jeans • Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year • reputed company volunteer time — 16 hours per calendar year • Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company. reputed company • reputed company is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies. It was founded in 1989, and is headquartered in Boston, Massachusetts, USA, with a workforce of 51-200 employees. Its website is http://www.panagora.com. Apply tot his job Apply To this Job