Lead Advisor, Texas - KAR

Job 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 is looking to hire a Lead Advisor for our Southeast region. The Kayne Anderson Rudnick Lead Advisor (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. The LA will develop a plan to meet the client’s goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning. This role will be held remotely with a preference for Dallas or Houston, TX. Job Duties: Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners. Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding...