[Remote] Lead Advisor, Texas
Note: The job is a remote job and is open to candidates in USA. Kayne Anderson Rudnick Investment Management is looking to hire a Lead Advisor for their Southeast region. The Lead Advisor will partner with the Managing Director to develop and manage client relationships, focusing on investment advisory, financial planning, and estate and tax planning.
Responsibilities
ā¢ Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners
ā¢ 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
ā¢ Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients
ā¢ Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs
ā¢ Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs
ā¢ Provide investment advisory services, including asset allocation and investment solutions recommendations
ā¢ Conduct regular client portfolio review meetings and provide proactive communication to clients
Skills
ā¢ A bachelor's degree is required from an accredited college or university with an educational background in finance or economics
ā¢ 5+ years of experience in the financial services industry with a focus on wealth advisory client service
ā¢ Financial planning/wealth management insight, judgement, and experience
ā¢ Articulate, confident, and driven professional with the ability to work within a team-oriented culture
ā¢ Unimpeachable ethical standards and a strong work ethic
ā¢ Superior communication skills both oral and written; strong presentation skills
ā¢ A demonstrated ability to establish priorities and meet goals
ā¢ Proficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform
ā¢ Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.)
Benefits
ā¢ Competitive Pay
ā¢ Medical, Dental, and Vision Insurance (starting day 1)
ā¢ Life and Disability Insurance
ā¢ Health Savings Account with a Company Match
ā¢ Flexible Spending Accounts including Dependent Care
ā¢ Wellness Program
ā¢ Tuition Reimbursement
ā¢ 24-Hour Employee Assistance Program
ā¢ Adoption Assistance
ā¢ Paid Family Care Time
ā¢ Paid Volunteer days
Company Overview
ā¢ Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management). It was founded in 1984, and is headquartered in Los Angeles, California, USA, with a workforce of 51-200 employees. Its website is http://kayne.com.
Company H1B Sponsorship
ā¢ Kayne Anderson Rudnick has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2022, 1 in 2021. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now
Responsibilities
ā¢ Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners
ā¢ 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
ā¢ Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients
ā¢ Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs
ā¢ Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs
ā¢ Provide investment advisory services, including asset allocation and investment solutions recommendations
ā¢ Conduct regular client portfolio review meetings and provide proactive communication to clients
Skills
ā¢ A bachelor's degree is required from an accredited college or university with an educational background in finance or economics
ā¢ 5+ years of experience in the financial services industry with a focus on wealth advisory client service
ā¢ Financial planning/wealth management insight, judgement, and experience
ā¢ Articulate, confident, and driven professional with the ability to work within a team-oriented culture
ā¢ Unimpeachable ethical standards and a strong work ethic
ā¢ Superior communication skills both oral and written; strong presentation skills
ā¢ A demonstrated ability to establish priorities and meet goals
ā¢ Proficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform
ā¢ Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.)
Benefits
ā¢ Competitive Pay
ā¢ Medical, Dental, and Vision Insurance (starting day 1)
ā¢ Life and Disability Insurance
ā¢ Health Savings Account with a Company Match
ā¢ Flexible Spending Accounts including Dependent Care
ā¢ Wellness Program
ā¢ Tuition Reimbursement
ā¢ 24-Hour Employee Assistance Program
ā¢ Adoption Assistance
ā¢ Paid Family Care Time
ā¢ Paid Volunteer days
Company Overview
ā¢ Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management). It was founded in 1984, and is headquartered in Los Angeles, California, USA, with a workforce of 51-200 employees. Its website is http://kayne.com.
Company H1B Sponsorship
ā¢ Kayne Anderson Rudnick has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2022, 1 in 2021. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now