Jr. Investment Advisor Associate; Newport , CA

Jr. Investment Advisor Associate (Newport Beach, CA)

Kayne Anderson Rudnick

We value experience and skills, and we care about who you are. We strive to surround ourselves with good people who share our values, work hard, and support each other as a team and individually.

• Develop job knowledge and skill set necessary to perform IAA role responsibilities.
• Act as primary service‑related and administrative contact for high‑net‑worth investors and their professional advisors (CPAs, business managers, attorneys).
• Open new accounts and monitor progress.
• Provide daily client service, including deposits, withdrawals, cashiering, tax trading, charitable gifting, required minimum distributions, special requests, account re‑registrations, cost basis step‑up, custom report creation, address changes, and account terminations.
• Execute asset allocation changes based on advisor recommendation and monitor progress.
• Schedule advisor‑client meetings and prepare portfolio review book materials.
• Attend in‑house or off‑site meetings or events as requested by advisor.
• Maintain and update client files, CRM, and other portfolio data.
• Collaborate with management to improve practices and procedures.

• 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 ability to multi‑task.
• Strong client‑service mind‑frame.
• Independent, self‑starter, possessing initiative, drive, composure, and enthusiasm.
• Proficiency in Excel and Word.

Entry level

Full‑time

Finance and Sales