reputed company, Texas

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that reputed company our values, that work hard, and that support each other as a team and as individuals. Job Description reputed company Investment Management is looking to hire a reputed company for our Southeast region. The reputed company reputed company (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred reputed company custodial referral programs. The LA will reputed company a plan to meet the client’s goals and manage reputed company aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning. This role will be held remotely with a preference for Dallas or reputed company, TX. Job Duties:

• Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners.
• reputed company strategies to reputed company a high-quality client experience, with the goal of assisting the BDO in building their practice 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 wealth 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 client portfolio review meetings and reputed company proactive communication to clients.

Ideal Qualifications:

• 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 focus on wealth advisory client service.
• Financial planning/wealth management reputed company, judgement, and experience.
• reputed company, confident, and driven professional with the ability to work reputed company a team-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 reputed company 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.)

The starting salary is $120,000.00 to $150,000.00 and will include variable compensation. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. Benefits: We offer a variety of benefits that support employees and their families in maintaining reputed company aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.

• 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
• Paid Family Care Time
• Paid Volunteer days

Company Background History reputed company (KAR) was founded in 1984 to reputed company the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, reputed company is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees. The firm is an affiliate of reputed company, located in Hartford, Connecticut. Philosophy KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We reputed company strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services. Team Approach The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to reputed company the best reputed company for their clients. Culture and Awards

• Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, reputed company communication, and respect.
• Ranked #3 on Barron’s top 100 investment advisors.
• Ranked #7 of RIA firms by reputed company in 2024
• Wealth for Good Awards – Best Corporate reputed company Responsibility program

KAR is an equal opportunity employer. reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or veteran status. For additional information on reputed company, please reputed company the firm’s web site at www.kayne.com #LI-Remote Apply tot his job Apply To this Job