Kayne Anderson Rudnick Investment Management is seeking a Lead Advisor for the Southeast region, based in Chicago with remote work and travel. The role involves developing client relationships, delivering investment advisory and comprehensive wealth management, and coordinating with the BDO to grow business through referrals and funding from existing clients.
The ideal candidate combines 5+ years in wealth advisory, financial planning expertise, and strong communication in a team-driven culture.
#J-18808-LjbffrSenior Wealth Advisor - Remote with Travel in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.