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Job Duties:
- Partner with BDO to support new business development and attend prospective client meetings.
- Develop strategies for high-quality client experience and practice growth.
- Prepare investment proposals and communicate them to clients.
Qualifications:
- Bachelor's degree in finance or economics required.
- 5+ years of wealth advisory client service experience.
- Series 65 or 66 (or CFP/CFA) and proficiency in Microsoft, eMoney, Salesforce.
Benefits and Culture:
- Competitive pay with medical, dental, vision insurance starting day 1.
- Life and disability insurance, HSA match, tuition reimbursement.
- Paid family care time, volunteer days, and adoption assistance.
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.