Wealth Advisor (KAR - Boston, MA)

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

This role will be based in the Boston area, joining a Senior Wealth Advisor with a quickly growing HNW investor practice in the Northeast. Ideal candidate will be located within an hour and half of downtown Boston.

Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations.

Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut.

Summary

Step into a rewarding career at Kayne Anderson Rudnick as a Wealth Advisor, where you'll guide clients on their financial journeys and help them achieve lasting success. In this pivotal role, you’ll serve as the primary contact for a select group of clients—offering personalized financial planning, conducting portfolio review meetings, and collaborating closely with a Senior Wealth Advisor and team in support of a broader book of business.

You’ll be responsible for building strong relationships to ensure client retention while actively pursuing opportunities to grow the business through referrals and deeper client engagement. Manage client inquiries, coordinate with CPAs and estate attorneys, and deliver proactive solutions that reflect our commitment to putting clients’ best interests first. If you excel in a client-first environment and are driven to deliver exceptional investment advice while expanding your impact, we invite you to join our team and make a difference.

Duties And Responsibilities

• Develop strategies to provide a high-quality client experience, with the goal of assisting the Senior Wealth Advisor build their practice through referrals and additional funding from existing clients
• Provide financial planning advise, utilizing the eMoney financial planning platform, to assist clients with their financial planning needs
• Prepare customized investment proposals
• Provide general support of the new business development activities of the Senior Wealth Advisor. These responsibilities include performing detailed analysis of prospective client portfolios.
• Perform client portfolio review meetings solely and communicate any follow-up items to the Senior Wealth Advisor
• Perform important projects to support new business development and client service activities
• Provide proactive communication to clients
• Manage complex client requests
• Manage ongoing tax management strategies for clients
• Participate in prospective client meetings with the Senior Wealth Advisor
• Participate in client events created by the firm
  
  

Minimum Qualifications

• 5-7 years of experience in the financial services industry providing a high level of wealth advisory client service
• Financial planning/wealth management acumen, judgment and experience
• Articulate, confident, and driven professional with the ability to work with a team-oriented culture in a results-oriented, growing environment
• Unimpeachable ethical standards and a strong work ethic
• Desire/ability to work successfully in a small company environment with a culture of provides opportunities for professional growth, yet expecting accountability
• Superior communication skills both oral and written; strong presentation skills
• A demonstrated ability to establish priorities and meet goals
• Ability to collaborate within a team in a professional and constructive manner
• Confident in interacting with high-net-worth individuals in a manner that exceeds their expectations
• Proficient in the Microsoft operating platform, the eMoney financial planning platform and the Salesforce CRM platform
• A bachelor’s degree required from an accredited college or university with an educational background in finance or economics; CFP designation (preferred)
  
  

The starting base salary is $140,000 to $155,000 plus applicable bonuses and incentives. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.

Benefits

At KAR, we take great pride in offering our valued team members an extensive and highly competitive benefits package. Below, you will find a brief benefits overview:

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

Company Background

Philosophy

KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services.

Team Approach

The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients.

Culture and Awards

• Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect.
• Ranked #3 on Barron’s top 100 investment advisors.
• Ranked #7 of RIA firms by Forbes in 2024
• Wealth for Good Awards – Best Corporate Social Responsibility program