- 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 bachelor's 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
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Wealth Advisor, Salt Lake City - Los Angeles, 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.
If you want to know about the requirements for this role, read on for all the relevant information.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 client's 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 firm's website at
The base salary range for this position is $120,000 - $150,000.
The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
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