Wealth Advisor (KAR - Boston, MA)

Kayne Anderson Rudnick•Boston, MA

9d•$140,000 - $155,000

About The Position

Step into a rewarding career at Kayne Anderson Rudnick as a Wealth Advisor, where you'll guide clients on their financial journeys and help them achieve lasting success. In this pivotal role, you’ll serve as the primary contact for a select group of clients—offering personalized financial planning, conducting portfolio review meetings, and collaborating closely with a Senior Wealth Advisor and team in support of a broader book of business. You’ll be responsible for building strong relationships to ensure client retention while actively pursuing opportunities to grow the business through referrals and deeper client engagement. Manage client inquiries, coordinate with CPAs and estate attorneys, and deliver proactive solutions that reflect our commitment to putting clients’ best interests first. If you excel in a client-first environment and are driven to deliver exceptional investment advice while expanding your impact, we invite you to join our team and make a difference.

Requirements

5-7+ years of experience in the financial services industry providing a high level of wealth advisory client service
Financial planning/wealth management acumen, judgment and experience
Articulate, confident, and driven professional with the ability to work with a team-oriented culture in a results-oriented, growing environment
Unimpeachable ethical standards and a strong work ethic
Desire/ability to work successfully in a small company environment with a culture of provides opportunities for professional growth, yet expecting accountability
Superior communication skills both oral and written; strong presentation skills
A demonstrated ability to establish priorities and meet goals
Ability to collaborate within a team in a professional and constructive manner
Confident in interacting with high-net-worth individuals in a manner that exceeds their expectations
Proficient in the Microsoft operating platform, the eMoney financial planning platform and the Salesforce CRM platform
A bachelor’s degree required from an accredited college or university with an educational background in finance or economics

Nice To Haves

CFP designation (preferred)

Responsibilities

Develop strategies to provide a high-quality client experience, with the goal of assisting the Senior Wealth Advisor build their practice through referrals and additional funding from existing clients
Provide financial planning advise, utilizing the eMoney financial planning platform, to assist clients with their financial planning needs
Prepare customized investment proposals
Provide general support of the new business development activities of the Senior Wealth Advisor. These responsibilities include performing detailed analysis of prospective client portfolios.
Perform client portfolio review meetings solely and communicate any follow-up items to the Senior Wealth Advisor
Perform important projects to support new business development and client service activities
Provide proactive communication to clients
Manage complex client requests
Manage ongoing tax management strategies for clients
Participate in prospective client meetings with the Senior Wealth Advisor
Participate in client events created by the firm