Kayne Anderson Rudnick · 2 weeks ago
Jr. Investment Advisor Associate (Newport Beach, CA)
Orange County, CA
Full-time
Onsite
New Grad, Entry Level
$59K/yr - $80K/yrKayne Anderson Rudnick is a firm that values teamwork and a supportive culture. They are seeking a Junior Investment Advisor Associate to act as the primary service contact for high-net-worth investors, manage account operations, and support advisors in client meetings and portfolio management.
Financial Services
Responsibilities
Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA’S, business managers, attorney’s)
Open new accounts and monitor progress
Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations
Execute asset allocation changes based on Advisor recommendation and monitor progress
Schedule Advisor-Client meetings and prepare portfolio review book materials
Attend in house or off site meetings or events as requested by Advisor
Maintain and update client files, CRM and other portfolio data, as needed
Collaborate with management to improve practices and procedures
Qualification
Required
Undergraduate Degree
Some exposure to financial markets in classroom or internship setting
Strong interest in working in financial services
Excellent verbal and written communication skills
Strong interpersonal, organizational and quantitative skills
Strong attention to detail, math aptitude, and the ability to multi-task
Strong client service mind-frame
Independent, self-starter, possessing initiative, drive, composure and enthusiasm
Proficiency in Excel and Word
Benefits
Competitive Pay
Medical, Dental, and Vision Insurance (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
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jeannine Vanian
COO
Doug Foreman
Chief Investment Officer
Recent News
MarketScreener
2025-08-07
London Stock Exchange
2025-07-31
Company data provided by crunchbase