Jr. Investment Advisor Associate (Newport Beach, CA) - KAR
Virtus Investment PartnersCalifornia, United States
Posted March 18, 2026
59000 - 80000 USD
Full Time
About the Company
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Job Description
Kayne Anderson Rudnick Investment Management is seeking a Junior Investment Advisor Associate to join its Wealth Advisory Group in Newport Beach, CA. The role supports a growth-focused team in delivering exceptional service to affluent clients and offers a strong foundation for career development in wealth management.
Requirements
- Undergraduate Degree
- Some exposure to financial markets in classroom or internship setting
- Strong interest in working in financial services
- Excellent verbal and written communication skills
- Strong interpersonal, organizational and quantitative skills
- Strong attention to detail, math aptitude, and the ability to multi-task
- Strong client service mind-frame
- Independent, self-starter, possessing initiative, drive, composure and enthusiasm
- Proficiency in Excel and Word
Benefits
- Competitive Pay
- Medical, Dental, and Vision Insurance
- 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
