Kayne Anderson Rudnick ยท 1 week ago
Lead Advisor, Southeast Region
United States
Full-time
Remote
Mid, Senior Level
$120K/yr - $150K/yr
5+ years expKayne Anderson Rudnick Investment Management is looking to hire a Lead Advisor for their Southeast region. The Lead Advisor will partner with the Managing Director to develop and manage client relationships, focusing on investment advisory, financial planning, and estate and tax planning.
Financial Services
Responsibilities
Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners
Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients
Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients
Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs
Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs
Provide investment advisory services, including asset allocation and investment solutions recommendations
Conduct regular client portfolio review meetings and provide proactive communication to clients
Qualification
Required
A bachelor's degree is required from an accredited college or university with an educational background in finance or economics
5+ years of experience in the financial services industry with a focus on wealth advisory client service
Financial planning/wealth management insight, judgement, and experience
Articulate, confident, and driven professional with the ability to work within a team-oriented culture
Unimpeachable ethical standards and a strong work ethic
Superior communication skills both oral and written; strong presentation skills
A demonstrated ability to establish priorities and meet goals
Proficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform
Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.)
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).
51-200 employees
H1B Sponsorship
Kayne Anderson Rudnick has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
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