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Kayne Anderson Rudnick · 5 days ago

Wealth Advisor (KAR - Boston, MA)

Boston, MA

Full-time

Onsite

Senior Level

$140K/yr - $155K/yr

5+ years exp

Kayne Anderson Rudnick is a distinguished asset and wealth management firm, and they are seeking a Wealth Advisor to guide clients on their financial journeys. In this pivotal role, you’ll serve as the primary contact for a select group of clients, offering personalized financial planning and collaborating closely with a Senior Wealth Advisor to grow the business.

Financial Services

Responsibilities

Develop strategies to provide a high-quality client experience, with the goal of assisting the Senior Wealth Advisor build their practice through referrals and additional funding from existing clients

Provide financial planning advise, utilizing the eMoney financial planning platform, to assist clients with their financial planning needs

Prepare customized investment proposals

Provide general support of the new business development activities of the Senior Wealth Advisor. These responsibilities include performing detailed analysis of prospective client portfolios

Perform client portfolio review meetings solely and communicate any follow-up items to the Senior Wealth Advisor

Perform important projects to support new business development and client service activities

Provide proactive communication to clients

Manage complex client requests

Manage ongoing tax management strategies for clients

Participate in prospective client meetings with the Senior Wealth Advisor

Participate in client events created by the firm

Qualification

Financial planningWealth managementEMoney platformSalesforce CRMCommunication skillsTeam collaborationClient relationship managementEthical standardsAnalytical skillsPresentation skillsProblem-solving

Required

5-7+ years of experience in the financial services industry providing a high level of wealth advisory client service

Financial planning/wealth management acumen, judgment and experience

Articulate, confident, and driven professional with the ability to work with a team-oriented culture in a results-oriented, growing environment

Unimpeachable ethical standards and a strong work ethic

Desire/ability to work successfully in a small company environment with a culture of provides opportunities for professional growth, yet expecting accountability

Superior communication skills both oral and written; strong presentation skills

A demonstrated ability to establish priorities and meet goals

Ability to collaborate within a team in a professional and constructive manner

Confident in interacting with high-net-worth individuals in a manner that exceeds their expectations

Proficient in the Microsoft operating platform, the eMoney financial planning platform and the Salesforce CRM platform

A bachelor's degree required from an accredited college or university with an educational background in finance or economics

Preferred

CFP designation (preferred)

Benefits

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

Kayne Anderson Rudnick

Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management).

Founded in 1984

Los Angeles, California, USA

51-200 employees