Lead Advisor, Pacific Northwest - KAR
$120,000–$150,000 year
Remote · San Francisco, California, United States or Seattle, Washington, United States
Job Summary
The Lead Advisor at Kayne Anderson Rudnick will develop and manage client relationships in the Pacific Northwest region, focusing on investment advisory, financial planning, and estate and tax planning. Responsibilities include supporting business development by attending client meetings, preparing customized investment proposals, providing comprehensive wealth management, and conducting regular portfolio review meetings. Candidates should have a bachelor's degree in finance or economics, over 5 years of relevant experience, strong ethical standards, excellent communication skills, and proficiency in financial planning and CRM platforms. The role offers a competitive salary range of $120,000 to $150,000 plus variable compensation.
Required Qualifications
- A bachelor’s degree in finance or economics from an accredited college or university
- 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 able 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
- Series 65 or 66 (or CFP or CFA)
Desired Qualifications
- Proficient in the Microsoft operating platform
- Proficient in the eMoney financial planning platform
- Proficient in the Salesforce CRM platform
Additional Requirements
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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