Lead Advisor, Texas - Kar

Kayne Anderson Rudnick Investment Management

Dallas, TX, US
$120,000.00 to $150,000.00; variable compensation;...
Fully remote
Client relationship management
Investment advisory services
Financial planning advice
The Kayne Anderson Rudnick Lead Advisor will partner with the Managing Director, Business Development Officer in their respective market in the development and management of clients

Job Summary

  • The Kayne Anderson Rudnick Lead Advisor will partner with the Managing Director, Business Development Officer in their respective market in the development and management of clients.
  • Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs.
  • We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness.

Matching Summary

The Kayne Anderson Rudnick Lead Advisor will partner with the Managing Director, Business Development Officer in their respective market in the development and management of clients.

Salary

$120,000.00 to $150,000.00; variable compensation; Medical, Dental, and Vision Insurance, Life and Disability Insurance, HSA with Company Match, FSAs, Wellness Program, Tuition Reimbursement, EAP, Adoption Assistance, Paid Family Care Time, Paid Volunteer days

Skills & Requirements

Must-have

  • Client relationship management
  • Investment advisory services
  • Financial planning advice
  • Wealth management for high-net-worth clients
  • Client portfolio review meetings

Nice-to-have

  • Team-oriented culture
  • Collaborative and respectful environment
  • Strong work ethic
  • Accessibility and open communication

Key Requirements

  • Bachelor's degree in finance or economics
  • 5+ years of financial services experience
  • Series 65 or 66 (or CFP or CFA)
  • Proficient in eMoney and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter