Early-Career Investment Advisor for High-Net-Worth Clients

Kayne Anderson Rudnick Investment Management, LLC; California; Presencial; USD 50 000 - 70 000; Tempo integral

Resumo da oferta

A financial services firm in Newport Beach, CA is looking for a motivated Jr. Investment Advisor Associate to support high-net-worth clients with account management and service. The candidate will gain essential job knowledge while collaborating with experienced advisors, maintaining client files, and executing requests. Ideal applicants will have an undergraduate degree and some exposure to financial markets, along with strong communication and organizational skills. This full-time role emphasizes a client-service mindset, attention to detail, and proficiency in Excel and Word.

Qualificações

• Some exposure to financial markets in classroom or internship setting.
• Strong interest in working in financial services.
• Independent, self-starter, possessing initiative, drive, composure, and enthusiasm.

Responsabilidades

• Act as primary service-related contact for high-net-worth investors.
• Open new accounts and monitor progress.
• Provide daily client service for various account needs.
• Execute asset allocation changes based on advisor recommendations.
• Maintain and update client files and CRM.

Conhecimentos

Excellent verbal and written communication skills

Strong interpersonal skills

Organizational skills

Quantitative skills

Client-service mind-frame

Attention to detail

Math aptitude

Ability to multi-task

Formação académica

Undergraduate degree

Ferramentas

Excel

Word

Descrição da oferta de emprego

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