Jr. Investment Advisor Associate (Newport Beach, CA)

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

·         Develop job knowledge and skill set necessary to preform IAA role which consists of the following responsibilities:

·         Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA’S, business managers, attorney’s).

·         Open new accounts and monitor progress.

·         Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations.

·         Execute asset allocation changes based on Advisor recommendation and monitor progress.

·         Schedule Advisor-Client meetings and prepare portfolio review book materials.

·         Attend in house or off site meetings or events as requested by Advisor.

·         Maintain and update client files, CRM and other portfolio data, as needed.

·         Collaborate with management to improve practices and procedures.

Qualifications:

·         Undergraduate Degree

·         Some exposure to financial markets in classroom or internship setting

·         Strong interest in working in financial services

·         Excellent verbal and written communication skills. 

·         Strong interpersonal, organizational and quantitative skills.

·         Strong attention to detail, math aptitude, and the ability to multi-task.

·         Strong client service mind-frame

·         Independent, self-starter, possessing initiative, drive, composure and enthusiasm.

·         Proficiency in Excel and Word.

The starting base salary will range from $59,000 to $80,000.

The starting salary range will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company’s annual incentive plan.

Benefits:

We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness.  We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.

• Competitive Pay
• Medical, Dental, and Vision Insurance (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

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.

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 web site at www.kayne.com