Lead Advisor, Pacific Northwest - KAR
Virtus Investment PartnersSan Francisco, California, United States • Seattle, Washington, United States • Portland, Oregon, United States
Posted March 18, 2026
120000 - 150000 USD
Full Time
About the Company
Kayne Anderson Rudnick (KAR) is a distinguished asset and wealth management firm with approximately $65 billion in assets under management.
Job Description
Kayne Anderson Rudnick Investment Management is seeking a Lead Advisor for the Pacific Northwest region. The Lead Advisor will partner with the Managing Director to develop and manage client relationships, providing investment advisory, financial planning, and estate and tax planning services.
Requirements
- Partner with the BDO to support new business development opportunities
- Develop strategies to provide a high-quality client experience
- Prepare customized investment proposals
- Provide financial planning advice
- Provide comprehensive wealth management
- Provide investment advisory services
- Conduct regular client portfolio review meetings
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