Lead Advisor, Southeast Region

Virtus

1d•$120,000 - $150,000•Remote

About The Position

Kayne Anderson Rudnick Investment Management is looking to hire a Lead Advisor for our Southeast region. The Kayne Anderson Rudnick Lead Advisor (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. The LA will develop a plan to meet the client’s goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning. This role will be held remotely with a preference for South Carolina, Georgia or Florida.

Requirements

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.)

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.