- Develop strategies to provide a high-quality client experience, with the goal of assisting the KAR Senior WA in building their practice through referrals and additional funding from existing clients.
- Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources, to assist clients with their financial planning needs.
- Prepare customized investment proposals.
- Provide general support for the new business development activities of the KAR Senior WA. These responsibilities include performing detailed analysis of prospective client portfolios as well as assisting in the creation of investment proposals.
- Perform client portfolio review meetings solely and communicate any follow-up items to the KAR Senior WA.
- Perform important projects, as requested by the KAR Senior WA, 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 KAR Senior WA.
- Participate in client events created by the firm.
- A bachelors degree is required from an accredited college or university with an educational background in finance or economics; CFP, CPA and/or CFA designation is preferred.
- Experience with estate planning trustee services is a plus.
- 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 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 providing 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.
- FINRA Series 7 license preferred.
- Competitive Pay
- Medical, Dental, and Vision Insurance
- 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
-
Wealth Advisor, Salt Lake City
4 days ago
Virtus Investment Partners Dallas, United StatesAlthough we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. · If you want to know about the requirements for this role, ...
-
Wealth Advisor, Salt Lake City
3 days ago
Virtus Investment Partners Dallas, United StatesAlthough we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.Job DescriptionKayne Anderson Rudnick Investment Management, a ...
-
General Surgeon Needed
1 day ago
DOCTORS CHOICE PLACEMENT SERVICES, INC. Dallas, United StatesGeneral Surgeon Needed - 1 hour south of Dallas, Texas · Hospital is a fully-accredited 92-bed community hospital offering a wide array of services in a modern, attractive setting to a service area population of about 35,000. We are looking for a BC/BE (if coming out of training ...
-
Service Manager- Transwest Mobile Repair
2 days ago
Naumann/Hobbs Material Handling Corporation Dallas, United StatesJob description · Overview: · We are seeking a Service Manager to join our team in Dallas, Texas. The ideal candidate will oversee the mobile repair service site in Dallas, Texas, ensuring efficient operations and exceptional customer service. · Transwest Mobile Repair Company ...
-
Full Time Dermatology Physician
1 week ago
Enterprise Medical Recruiting Dallas, United States Full timeWe are currently scheduling interviews with Medical Dermatologist for an opportunity with an in-demand, work-life-focused Dermatology practice located 20 minutes from the Northern suburbs of Dallas. · Practice Information: · Work in a state-of-the-art office with well-trained sta ...
-
Hospitalist - Neurology
1 day ago
Enterprise Medical Recruiting Dallas, United States Full timeHospitalist - Neurology physician employment in Texas : Enterprise Medical Recruiting is assisting a large single-specialty Neurology group in Dallas, Texas, to recruit a new NeuroHospitalist. This is a partnership track opportunity available for immediate hire. · About the Oppor ...
-
anesthesiologist
5 days ago
US Anesthesia Partners Dallas, TX , USA, United StatesACD Division - The practice is a collegial and collaborative environment of physicians covering primarily adult orthopedics and podiatry with a small amount of general surgery. The orthopedic case mix is varied and includes joint replacement as well as sports medicine. The ideal ...
-
anesthesiologist
5 days ago
US Anesthesia Partners Dallas, TX , USA, United StatesOverview · ACD Division - The practice is a collegial and collaborative environment of physicians covering primarily adult orthopedics and podiatry with a small amount of general surgery. The orthopedic case mix is varied and includes joint replacement as well as sports medicine. ...
-
Bankruptcy Specialist II
1 day ago
Selene Finance Dallas, United StatesSelene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City ...
-
certified registered nurse anesthetist
19 hours ago
US Anesthesia Partners Dallas, TX, United StatesOverview · USAP's Denton Division now has a new opening for a full-time CRNA. This is a day shift position, no nights, no call, no weekends. The Denton division has a wide variety of cases, but there are currently no hearts or brain neuro. Position is based in a care-team model t ...
-
anesthesiologist
5 days ago
US Anesthesia Partners Dallas, TX , USA, United StatesOverview · Spectrum Division:The Spectrum Division is a great practice for any Anesthesiologist. We operate out of several premier hospitals and ASCs in Collin, Denton, and Dallas County including the cities of Plano, Richardson, McKinney, Frisco, Dallas, and Flower Mound. We hav ...
-
anesthesiologist
5 days ago
US Anesthesia Partners Dallas, TX , USA, United StatesSpectrum Division: · The Spectrum Division is a great practice for any Anesthesiologist. We operate out of several premier hospitals and ASCs in Collin, Denton, and Dallas County including the cities of Plano, Richardson, McKinney, Frisco, Dallas, and Flower Mound. We have 23 phy ...
-
Senior/Lead ERP Consultant
4 days ago
InfoPeople Corp Dallas, TX, United StatesNeed locals to Atlanta GA, Austin TX, Burlington Vermont, Dallas TX, CO, Irvine CA, Kansas City KS, Long Island, NY, Salt Lake City, UT (Can work from any of these office locations) · (Hybrid work arrangement, 2-3 days per week onsite) · Lead technical design reviews to ensure ad ...
-
Production Support
5 days ago
Capgemini Dallas, United StatesOnsite role- · Location options- Salt lake City, UT and Dallas, TX · Expectations of the role: · Level II Production/Application Support Engineer - Experience in unix, shell scripting(command), Sql, Sybase/Db2,Java, Java Script. Have hands on experiencing in L1 and L2 support exp ...
-
Hospitalist - Neurology
4 days ago
Enterprise Medical Recruiting Dallas, United States Full timeHospitalist - Neurology physician job in Texas : Enterprise Medical Recruiting is assisting a large single-specialty Neurology group in Dallas, Texas, to recruit a new NeuroHospitalist. This is a partnership track opportunity available for immediate hire. · About the Opportunity ...
-
Interventional Radiology Tech Job
5 days ago
Sunbelt Staffing Dallas, United StatesJob Description · Job DescriptionMinimum 1+ years IR Lab experience required. · Explore the vibrant city of Dallas while providing vital care · We're seeking a motivated Interventional Radiology Tech to join our team on a travel assignment in Dallas, TX. · Responsibilities: · Ass ...
-
certified registered nurse anesthetist
4 days ago
US Anesthesia Partners Dallas, TX , USA, United StatesOverview · New opening for a FT CRNA in Plano, TX The MCP Trauma/OB Division of USAP has an opening that is primarily at Medical Center of Plano. We offer competitive compensation and full benefits including 401k match · Job Highlights · Medical City of Plano Hospital has been se ...
-
Recruitment Coordinator
4 days ago
Insight Global Dallas, United StatesRequired Skills and Experience · Organizational skills · Strong verbal & written communication skills · Process-oriented · Ability to multitask · Ability to be proactive and responsive with candidates, managers, and other stakeholders · Familiar with Microsoft Outlook and Excel · ...
-
Project Manager
4 days ago
Apex Systems Dallas, United StatesCandidates can sit in any of the following locations: · Charlotte Metro Area · Dallas Metro Area · Des Moines Metro Area · Minneapolis Metro Area · New York Metro Area · Phoenix Metro Area · Roanoke Metro Area · Raleigh Metro Area · St. Louis Metro Area · Salt Lake City Metro Ar ...
-
Emergency Medicine
22 hours ago
Enterprise Medical Recruiting Dallas, United States Full timeEmergency Medicine physician employment in Texas : An emergency department in Longview, Texas is adding a BC/BE Emergency Medicine physician to their team. This is an exciting full-time and permanent position as an Independent Contractor in a Level III Trauma center. · Opportunit ...
Wealth Advisor, Salt Lake City - Dallas, United States - Virtus Investment Partners
Description
Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.
Job Description
Kayne Anderson Rudnick Investment Management, a Registered Investment Advisor based in Los Angeles, is currently seeking a Wealth Advisor for our Salt Lake City Office.
The Kayne Anderson Rudnick Wealth Advisor (KAR WA) will support a Senior Wealth Advisor in the management of their client base, providing the Senior Wealth Advisor capacity to continue to grow their business.
The KAR WA will assume all aspects of providing excellent service, by being designated as the "primary contact", to a book of clients designated by the Senior Wealth Advisor, while keeping him updated on all important conversations and activities of these clients.
The KAR WA will manage day-to-day inquiries from the clients and will perform client portfolio review meetings, solely, after a period of training by the Senior Wealth Advisor and will perform ongoing monitoring of the client portfolios and communicate any issue to the KAR Senior Wealth Advisor. In addition, they are expected to coordinate information with the clients CPA, estate attorney, and other advisors.
The KAR WA will be expected to proactively seek opportunities for client referrals and "share of wallet" opportunities with their clients.
The KAR WA is expected to provide financial planning advice to all clients of the Senior Wealth Advisor. The KAR WA will be working within a team that supports the Senior Wealth Advisor client base and is expected to work collaboratively with other team members to provide excellent client service to the Senior Wealth Advisor clients.
DUTIES AND RESPONSIBILITIES:
MINIMUM QUALIFICATIONS:
In addition to Vacation, PTO benefits, and a generous 401(k) company match, KAR is proud to offer its employees benefits:
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high-quality investment strategies and wealth solutions for our clients. We are currently seeking candidates who possess the skills, vision, and determination to excel in their chosen fields.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
For additional information on Kayne Anderson Rudnick, please access the firms website at
The base salary range for this position is $120,000 - $150,000.
The starting salary offer will vary based on the applicants education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
PDN-9b54b606-6c31-4e2c-8bae-0c cc
