Lead Advisor, Chicago - KAR

Remoteremotesenior$120K$150K

Posted 3w ago · via Workday

About this role

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 Kayne Anderson Rudnick Investment Management is looking to hire a Lead Advisor for our Southeast region. The Kayne Anderson Rudnick Lead Advisor (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. The LA will develop a plan to meet the client’s goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning.…

Read the full description on 360 Westchester Capital Management's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: salesforce

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is remote-eligible — we factor in your stated location and time-zone overlap.

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Skills in this role

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