Job Overview
Location
Remote
Job Type
Full-time
Category
HR & Recruiting
Date Posted
June 20, 2026
Full Job Description
đź“‹ Description
- • The Lead Advisor role at Kayne Anderson Rudnick (KAR) is a client-facing position focused on delivering comprehensive wealth management services to high-net-worth individuals in the Pacific Northwest region, partnering closely with Business Development Officers to grow client relationships through referrals and expanded services.
- • Day-to-day responsibilities include partnering with BDOs to attend client meetings and events, developing customized investment proposals using eMoney and Salesforce, providing financial planning and investment advisory services, conducting regular portfolio reviews, and ensuring proactive communication to meet clients’ unique financial goals.
- • KAR is a distinguished asset and wealth management firm headquartered in Los Angeles with approximately $65B in AUM and 135 employees nationally, operating as an affiliate of Virtus Investment Partners; the firm emphasizes a collaborative, respectful culture where teamwork drives superior client outcomes and has been recognized for its culture, including Best Firm Culture at the 2022 PAM Awards and top rankings by Barron’s and Forbes.
- • In this role, the individual will deepen expertise in wealth advisory, financial planning, and client relationship management while contributing to the growth of a prestigious firm known for its ethical standards, team-oriented culture, and commitment to sustainable superior returns for clients.
🎯 Requirements
- • Bachelor’s degree from an accredited college or university in finance or economics
- • 5+ years of experience in financial services with a focus on wealth advisory client service
- • Proficient in Microsoft operating platform, eMoney financial planning platform, and Salesforce CRM
- • Series 65 or 66 license (or CFP/CFA as equivalent waiver)
- • Superior oral and written communication skills with strong presentation abilities
- • Demonstrated ability to establish priorities, meet goals, and work within a team-oriented culture
🏖️ Benefits
- • Competitive pay with variable compensation
- • Medical, Dental, and Vision Insurance starting day 1
- • Health Savings Account with Company Match
- • Tuition Reimbursement
- • Paid Volunteer days and Paid Family Care Time
- • Wellness Program and 24-Hour Employee Assistance Program
Skills & Technologies
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About Virtus Investment Partners, Inc.
Virtus Investment Partners, Inc. is a publicly traded company that offers a diverse range of investment management services. They provide investment solutions through a multi-manager model, collaborating with specialized boutique investment managers. Their offerings cater to institutional clients, financial advisors, and individual investors, encompassing various asset classes including equities, fixed income, and alternatives. Virtus focuses on delivering differentiated investment strategies and aims to provide long-term value to its clients. The company operates through its subsidiaries and partners, leveraging their expertise to manage assets across different market conditions and investment objectives. Their commitment is to thoughtful investing and client success.
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