Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.
Manage full-cycle administration and compliance for a portfolio of 65-75 qualified retirement plans.
Perform annual nondiscrimination testing and coordinate valuations with actuarial teams.
Serve as a trusted advisor, handling plan design, participant transactions, and regulatory filings.
PFS specializes in retirement plan consulting and administration services for organizations. They foster a remote-friendly, collaborative culture with a focus on compliance and client success.
Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.
Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.
Automate 70% of your workflow with proprietary auto-adjudication and compliance handling.
Receive qualified leads and uncapped earnings with a competitive commission split.
Access dedicated in-house support and industry-leading technology to maximize closing deals.
Perch is an award-winning mortgage brokerage that helps Canadians make data-driven decisions to save money on their mortgage and access home equity. Founded in 2018 and based in Toronto, the company works with homeowners across Canada with a dedicated team of professionals.