Kayne Anderson Rudnick Investment Management seeks a Lead Advisor for the Southeast region. Based in Chicago with remote work and roughly 50% travel, you will partner with the Managing Director in developing and managing high-net-worth client relationships, delivering investment advisory and financial planning.
Ideal candidates have a finance/economics degree, 5+ years in wealth advisory, and Series 65/66 or CFP/CFA, plus proficiency with eMoney, Salesforce, and Microsoft Office.
#J-18808-LjbffrRemote Lead Advisor - High-Net-Worth Wealth Management in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.