The Kayne Anderson Rudnick Wealth Advisor (KAR WA) will support a Senior Wealth Advisor in the management of their client base, providing the Senior Wealth Advisor capacity to continue to grow their business.
The KAR WA will assume all aspects of providing excellent service, by being designated as the “primary contact”, to a book of clients designated by the Senior Wealth Advisor, while keeping him updated on all important conversations and activities of these clients.
The KAR WA will manage day-to-day inquiries from the clients and will perform client portfolio review meetings, solely, after a period of training by the Senior Wealth Advisor and will perform ongoing monitoring of the client portfolios and communicate any issue to the KAR Senior Wealth Advisor. In addition, they are expected to coordinate information with the client’s CPA, estate attorney and other advisors.
The KAR WA will be expected to proactively seek opportunities for client referrals and “share of wallet” opportunities with the clients they service.
The KAR WA is expected to provide financial planning advice to all clients of the Senior Wealth Advisor. The KAR WA will be working within a team that supports the Senior Wealth Advisor client base and is expected to work collaboratively with other team members to provide excellent client service to the Senior Wealth Advisor clients.
DUTIES AND RESPONSIBILITIES:
BENEFITS AT KAR:
In addition to health insurance, Vacation, PTO benefits and a generous 401(k) company match, KAR is proud to offer its employees benefits:
KAR is committed to building an inclusive culture by fostering diversity and equity across our organization. We believe that cultivating a diverse team allows us to collectively be more successful and better address the needs of our clients. We champion a culture where team members are treated with respect, valued for their unique perspectives and experiences, and feel a sense of belonging. If this represents you and your values, join our team.
During the pandemic, we have transitioned to a work-from-home environment until further notice. We plan to return to our office when it is safe to do so. Attendance in person at our office will be required at that time.
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.
A competitive compensation will be offered. Details will be discussed at the appropriate time with interested, qualified candidates.
For additional general information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com.