Lead Advisor, Pacific Northwest - KAR

Virtus Investment Partners, Inc; Pacific, Northern (MO, KY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Competitive pay

Medical/Dental/Vision

Life & Disability Insurance

Health Savings Account

FSA (Dependent Care)

Wellness Program

Tuition Reimbursement

Employee Assistance Program

Adoption Assistance

Paid Family Care

Paid Volunteer Days

Job summary

Kayne Anderson Rudnick is seeking a Lead Advisor for the Pacific Northwest. This remote role partners with the Managing Director to manage high-net-worth clients, deliver investment advisory and financial planning, and support business development in the region.

The ideal candidate has a finance/economics background, 5+ years in wealth advisory, and strong ethics. Proficiency with eMoney, Salesforce, and MS Office is expected; Series 65/66 or CFP/CFA is preferred.

Qualifications

• Bachelor's degree in finance or economics.
• 5+ years in financial services with wealth advisory focus.
• Strong ethics and teamwork in a client-centric culture.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office, eMoney and Salesforce.
• Series 65/66 or CFP or CFA (can waive 65/66).

Responsibilities

• Develop and manage Pacific Northwest client relationships with advisory focus.
• Support new business development opportunities with BDO through meetings.
• Prepare customized investment proposals and present to clients.
• Provide comprehensive financial planning and wealth management.
• Conduct regular client portfolio reviews and proactive communications.

Skills

Client relationships

Wealth advisory

Financial planning

Investment management

Education

Bachelor's degree

Tools

eMoney

Salesforce

Microsoft Office

Job description

## Lead Advisor, Pacific Northwest - KARApplylocations: Remotetime type: Full timeposted on: Posted 6 Days Agojob requisition id: R856Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.## **Job Description**Kayne Anderson Rudnick is an asset and wealth management firm headquartered in Los Angeles. The Firm manages around $50B in AUM and 135 employees nationally. We are an affiliate of Virtus Investment Partners based in Hartford, CT. The goal of Virtus is to offer a multi-manager, multi-strategy approach and KAR is a key affiliate for Virtus. This multi boutique model is based on the fundamental belief that investment professionals who operate in an environment that allows for the appropriate focus and culture can generate sustainable superior returns for the clients.Kayne Anderson Rudnick Investment Management is looking to hire a Lead Advisor for our Pacific Northwest region.The Kayne Anderson Rudnick Lead Advisor (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. The LA will develop a plan to meet the client’s goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning.This role will be held **remotely** with a preference for **San Francisco, Seattle, or Portland.****Job Duties:*** 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.**Ideal Qualifications:*** 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.)The starting salary is $120,000.00 to $150,000.00 and will include variable compensation. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.**Benefits:**We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.* 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**Company Background****History**Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut.**Philosophy**KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services.**Team Approach**The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients.**Culture and Awards*** Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect.* Ranked #3 on Barron’s top 100 investment advisors.* Ranked #7 of RIA firms by Forbes in 2024* Wealth for Good Awards – Best Corporate Social Responsibility programKAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com