Early-Career Investment Advisor High-Net-Worth Clients
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-01-12
Listing for:
Kayne Anderson Rudnick
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Location: California
A financial services firm in Newport Beach, CA is looking for a motivated Jr. Investment Advisor Associate to support high-net-worth clients with account management and service. The candidate will gain essential job knowledge while collaborating with experienced advisors, maintaining client files, and executing requests. Ideal applicants will have an undergraduate degree and some exposure to financial markets, along with strong communication and organizational skills.
This full-time role emphasizes a client-service mindset, attention to detail, and proficiency in Excel and Word.
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