Lead Advisor, Pacific Northwest - KAR

Virtus Investment Partners; United States; À distance; USD 120 000 - 150 000; Plein temps

Avantages offerts par ce poste

Competitive Pay

Medical, Dental, Vision Insurance

Life and Disability Insurance

HSA with Company Match

Flexible Spending Accounts

Wellness Program

Tuition Reimbursement

24-Hour Employee Assistance Program

Adoption Assistance

Paid Family Care Time

Paid Volunteer days

Résumé du poste

Kayne Anderson Rudnick Investment Management is seeking a Lead Advisor for the Pacific Northwest, remotely with preferences for San Francisco, Seattle, or Portland. You will partner with the Managing Director (BDO) to manage new client relationships, deliver investment advisory and financial planning, and provide wealth management services to high-net-worth clients.

The role requires a bachelor’s degree in finance or economics, 5+ years in wealth advisory, and credentials such as Series 65/66 or

Qualifications

• Bachelor’s degree in finance or economics required.
• 5+ years in financial services with wealth advisory focus.
• Experience in financial planning, wealth management insight, judgement.
• Strong communication and presentation skills.
• Ethical standards and strong work ethic.

Responsabilités

• Partner with BDO to support new business development opportunities.
• Develop strategies for high-quality client experience through referrals and funding.
• Prepare customized investment proposals with BDO and present to clients.
• Provide financial planning using the eMoney platform and other tools.
• Deliver comprehensive wealth management for high-net-worth clients.
• Provide investment advisory services including asset allocation recommendations.
• Conduct regular client portfolio review meetings and maintain proactive communication.

Connaissances

Wealth advisory

Client service

Financial planning

Estate and tax planning

Team collaboration

Formation

Bachelor’s degree in finance or economics

Series 65 or 66 (CFP or CFA waivers)

Outils

eMoney

Salesforce CRM

Microsoft Office

Description du poste

Although 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 program

KAR 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