Jr. Investment Advisor Associate (Newport Beach, CA) - KAR

Virtus

1d•$59,000 - $80,000•Onsite

About The Position

Kayne Anderson Rudnick Investment Management, based in Century City, is seeking a Junior Investment Advisor Associate to join its Wealth Advisory Group. This role supports a growth-focused team in delivering exceptional service to affluent clients and offers a strong foundation for career development in wealth management. This position will be based in Newport Beach, CA.

Requirements

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.

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.