Jr. Investment Advisor Associate (newport Beach, Ca) - Kar
Kayne Anderson Rudnick Investment Management
Newport Beach, CA, USA
Base: $59,000 to $80,000; bonus/equity: eligible f...
Not specified (assumed office-based since location is provided).
Client service and administrative contact
New account opening and monitoring
Daily client service tasks
Kayne Anderson Rudnick Investment Management is seeking a Junior Investment Advisor Associate for its Wealth Advisory Group in Newport Beach, CA. The role focuses on providing exceptional service to high-net-worth clients and offers a strong foundation for career development in wealth management
Job Summary
This role supports a growth-focused team in delivering exceptional service to affluent clients and offers a strong foundation for career development in wealth management.
Key responsibilities include acting as the primary service and administrative contact for high-net-worth investors, opening new accounts, and providing daily client service.
The company offers competitive pay, a variety of benefits supporting health and wellness, and a team-oriented culture of accessibility, open communication, and respect.
Matching Summary
Match Score: 85
Kayne Anderson Rudnick Investment Management is seeking a Junior Investment Advisor Associate for its Wealth Advisory Group in Newport Beach, CA. The role focuses on providing exceptional service to high-net-worth clients and offers a strong foundation for career development in wealth management.
Salary
Base: $59,000 to $80,000; Bonus/Equity: Eligible for annual incentive plan; Benefits: Competitive Pay, Medical, Dental, Vision, Life, Disability, HSA, FSA, Wellness Program, Tuition Reimbursement, EAP, Adoption Assistance, Paid Family Care Time, Paid Volunteer days