Kayne Anderson Rudnick
At Kayne Anderson Rudnick (KAR), we value experience, skills, and who you are. We strive to surround ourselves with good people that share our values, work hard, and support each other as a team and as individuals.
Job Description This role will be based in the Boston area and will join a Senior Wealth Advisor with a quickly growing HNW investor practice in the Northeast. Ideal candidates will be located within an hour and a half of downtown Boston.
Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net‑worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, KAR is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut.
Summary Step into a rewarding career at Kayne Anderson Rudnick as a Wealth Advisor. You’ll guide clients on their financial journeys, provide personalized financial planning, conduct portfolio review meetings, and collaborate 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.
Duties and Responsibilities
Develop strategies to provide a high‑quality client experience, helping the Senior Wealth Advisor build their practice through referrals and additional funding from existing clients.
Provide financial planning advice using the eMoney financial planning platform, to assist clients with their financial planning needs.
Prepare customized investment proposals.
Support the new business development activities of the Senior Wealth Advisor, including detailed analysis of prospective client portfolios.
Conduct client portfolio review meetings independently and communicate any follow‑up items to the Senior Wealth Advisor.
Lead 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.
Minimum Qualifications
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 in 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 that provides opportunities for professional growth, yet expects accountability.
Superior oral and written communication skills; strong presentation skills.
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.
Proficiency in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform.
Bachelor’s degree required from an accredited college or university with a background in finance or economics; CFP designation preferred.
The starting base salary is $140,000 to $155,000 plus applicable bonuses and incentives. The starting salary offer will vary based on education, experience, skills, abilities, geographic location, internal equity, and market alignment.
Benefits
Competitive pay
Medical, dental, and vision insurance (starting day 1)
Life and disability insurance
Health savings account with a company match
Flexible spending accounts, including dependent care
Wellness program
Tuition reimbursement
24‑hour employee assistance program
Adoption assistance
Paid family care time
Paid volunteer days
Company Background Philosophy KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as investment management, retirement planning, tax and estate strategies, and other important services.
Team Approach The most important asset KAR has is its people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and is proud to be part of this organization. They create the client experience as a team and strive to make the best decisions for their clients.
Culture and Awards
Awarded Best Firm Culture at the 2022 PAM Awards; KAR maintains a team‑oriented culture of accessibility, open communication, and respect.
Ranked #3 on Barron’s Top 100 investment advisors.
Ranked #7 of RIA firms by Forbes in 2024.
Wealth for Good Awards – Best Corporate Social Responsibility program.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
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Job Description This role will be based in the Boston area and will join a Senior Wealth Advisor with a quickly growing HNW investor practice in the Northeast. Ideal candidates will be located within an hour and a half of downtown Boston.
Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net‑worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, KAR is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut.
Summary Step into a rewarding career at Kayne Anderson Rudnick as a Wealth Advisor. You’ll guide clients on their financial journeys, provide personalized financial planning, conduct portfolio review meetings, and collaborate 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.
Duties and Responsibilities
Develop strategies to provide a high‑quality client experience, helping the Senior Wealth Advisor build their practice through referrals and additional funding from existing clients.
Provide financial planning advice using the eMoney financial planning platform, to assist clients with their financial planning needs.
Prepare customized investment proposals.
Support the new business development activities of the Senior Wealth Advisor, including detailed analysis of prospective client portfolios.
Conduct client portfolio review meetings independently and communicate any follow‑up items to the Senior Wealth Advisor.
Lead 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.
Minimum Qualifications
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 in 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 that provides opportunities for professional growth, yet expects accountability.
Superior oral and written communication skills; strong presentation skills.
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.
Proficiency in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform.
Bachelor’s degree required from an accredited college or university with a background in finance or economics; CFP designation preferred.
The starting base salary is $140,000 to $155,000 plus applicable bonuses and incentives. The starting salary offer will vary based on education, experience, skills, abilities, geographic location, internal equity, and market alignment.
Benefits
Competitive pay
Medical, dental, and vision insurance (starting day 1)
Life and disability insurance
Health savings account with a company match
Flexible spending accounts, including dependent care
Wellness program
Tuition reimbursement
24‑hour employee assistance program
Adoption assistance
Paid family care time
Paid volunteer days
Company Background Philosophy KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as investment management, retirement planning, tax and estate strategies, and other important services.
Team Approach The most important asset KAR has is its people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and is proud to be part of this organization. They create the client experience as a team and strive to make the best decisions for their clients.
Culture and Awards
Awarded Best Firm Culture at the 2022 PAM Awards; KAR maintains a team‑oriented culture of accessibility, open communication, and respect.
Ranked #3 on Barron’s Top 100 investment advisors.
Ranked #7 of RIA firms by Forbes in 2024.
Wealth for Good Awards – Best Corporate Social Responsibility program.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
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