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Wealth Advisor
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- Job Description Kayne Anderson Rudnick Investment Management, a Registered Investment Advisor based in Los Angeles, is currently seeking a Wealth Advisor for our Salt Lake City Office.
- The Kayne Anderson Rudnick Wealth Advisor (KAR WA) will support a Senior Wealth Advisor in the management of their client base, providing the Senior Wealth Advisor capacity to continue to grow their business.
- The KAR WA will assume all aspects of providing excellent service, by being designated as the “primary contact”, to a book of clients designated by the Senior Wealth Advisor, while keeping him updated on all important conversations and activities of these clients.
- The KAR WA will manage day-to-day inquiries from the clients and will perform client portfolio review meetings, solely, after a period of training by the Senior Wealth Advisor and will perform ongoing monitoring of the client portfolios and communicate any issue to the KAR Senior Wealth Advisor.
- The KAR WA is expected to provide financial planning advice to all clients of the Senior Wealth Advisor.
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