Lead Advisor

🕒 June 18

🇺🇸 United States – Remote

💵 $120k - $150k / year

⏰ Full Time

🟠 Senior

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Kayne Anderson Rudnick

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1984

💸 Finance

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 BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners. • Develop strategies to provide 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. • Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs. • Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs. • Provide investment advisory services, including asset allocation and investment solutions recommendations. • Conduct regular client portfolio review meetings and provide proactive communication to clients.

🎯 Requirements

• 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 insight, judgement, and experience. • Articulate, confident, and driven professional with the ability to work within 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 Microsoft operating platform, the eMoney financial planning platform, and 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