Lead Advisor, Pacific Northwest

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🏄 California, Oregon, +1 more states – Remote

🏄 California – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $120k - $150k / year

⏰ Full Time

🟠 Senior

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Kayne Anderson Rudnick

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1984

💼 Consulting

💸 Finance

Consulting • Finance • Investment Management

Kayne Anderson Rudnick is a registered investment adviser with the U. S. Securities and Exchange Commission, known for its investment management and wealth management services. The company offers a range of investment strategies focusing on high-quality, high-conviction portfolios such as small-cap core, small-cap sustainable growth, and mid-cap core strategies. With over 30 years of experience, Kayne Anderson Rudnick emphasizes a long-term investment philosophy, fundamental research, and risk management. The firm has been recognized for its performance, ranking among the top independent advisors and RIA firms in the United States. The company provides financial planning, investment advisory, executive services, and consulting to help clients achieve their financial goals.

📋 Description

• Partner with the Managing Director, Business Development Officer, to support new business development opportunities by attending prospective client meetings and custodian-sponsored events • Develop plans to meet client goals and manage new client relationships, including investment advisory, financial planning, and estate and tax planning • Develop strategies that provide a high-quality client experience and help the BDO build their practice through referrals and additional funding from existing clients • Prepare customized investment proposals in coordination with the BDO and communicate proposals effectively to clients • Provide financial planning advice using the eMoney financial planning platform and other technology resources • Provide comprehensive wealth management to high-net-worth clients with personalized service • Provide investment advisory services, including asset allocation and investment solution recommendations • Conduct regular client portfolio review meetings and proactively communicate with clients

🎯 Requirements

• Bachelor’s degree required from an accredited college or university, with an educational background in finance or economics • 5+ years of experience in the financial services industry, focused on wealth advisory client service • Financial planning and wealth management insight, judgment, and experience • Ability to work within a team-oriented culture • Unimpeachable ethical standards and a strong work ethic • Superior oral and written communication skills • Strong presentation skills • Demonstrated ability to establish priorities and meet goals • Proficiency in the Microsoft operating platform • Proficiency in the eMoney financial planning platform • Proficiency in the Salesforce CRM platform • Series 65 or 66, or CFP or CFA, which can be used to waive the Series 65 or 66 requirement

🏖️ Benefits

• Competitive Pay • Medical, Dental, and Vision 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 • Variable compensation