{"id":2661148,"url":"https://alion.io/job/kayne-lead-advisor-chicago-kar","title":"Lead Advisor, Chicago - KAR","company":{"id":4416973,"name":"Kayne Anderson Rudnick","domain":"kayne.com","url":"https://alion.io/company/kayne","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"lead","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":120000,"max":150000,"currency":"USD","period":"year","gross":null,"usd_annual":150000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-08-28T00:00:00Z","employer_posted_date":"2026-08-28","last_verified_at":"2026-10-22T17:52:27Z","board_verified":true,"closed_at":null,"days_open":57,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":57},"description":"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.\n Job Description\nKayne 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.\nThis role will be based in Chicago, working remotely with approximately 50% travel.\nJob Duties:\nPartner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners.\n\nDevelop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients.\n\nPrepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients.\n\nProvide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs.\n\nProvide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs.\n\nProvide investment advisory services, including asset allocation and investment solutions recommendations.\n\nConduct regular client portfolio review meetings and provide proactive communication to clients.\n\nIdeal Qualifications:\nA bachelor’s degree is required from an accredited college or university with an educational background in finance or economics.\n\n5+ years of experience in the financial services industry with a focus on wealth advisory client service.\n\nFinancial planning/wealth management insight, judgement, and experience.\n\nArticulate, confident, and driven professional with the ability to work within a team-oriented culture\n\nUnimpeachable ethical standards and a strong work ethic.\n\nSuperior communication skills both oral and written; strong presentation skills.\n\nA demonstrated ability to establish priorities and meet goals.\n\nProficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform.\n\nSeries 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.)\n\nThe starting salary is $120,000.00 to $150,000.00 and will include variable compensation. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.\nBenefits:\nWe offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.\nCompetitive Pay\n\nMedical, Dental, and Vision Insurance (starting day 1)\n\nLife and Disability Insurance\n\nHealth Savings Account with a Company Match\n\nFlexible Spending Accounts including Dependent Care\n\nWellness Program\n\nTuition Reimbursement\n\n24-Hour Employee Assistance Program\n\nAdoption Assistance\n\nPaid Family Care Time\n\nPaid Volunteer days\n\nCompany Background\nHistory\nKayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut.\nPhilosophy\nKAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services.\nTeam Approach\nThe most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients.\nCulture and Awards\nAwarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect.\n\nRanked #3 on Barron’s top 100 investment advisors.\n\nRanked #7 of RIA firms by Forbes in 2024\n\nWealth for Good Awards - Best Corporate Social Responsibility program\n\nKAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.\nFor additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com","description_format":"text","description_chars":5613,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Retirement plans","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-16T00:49:43Z"}],"visa":[],"liveness":{"score":43,"band":"fade","label":"Fading","p_open":1,"p_active":0.775,"p_room":0.55,"age_days":56,"expected_fill_days":43,"reasons":["conf:12","win:tail"],"computed_at":"2026-10-23T05:54:15Z"},"pay":{"stated_usd_annual":150000,"is_top_pay":false},"html_url":"https://alion.io/job/kayne-lead-advisor-chicago-kar","json_url":"https://alion.io/job/kayne-lead-advisor-chicago-kar.json","meta":{"generated_at":"2026-10-24T01:34:35Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2584,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4416973},"rest":"https://alion.io/mcp/rest/get_company?id=4416973"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fkayne-lead-advisor-chicago-kar"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fkayne-lead-advisor-chicago-kar"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fkayne-lead-advisor-chicago-kar"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/kayne-lead-advisor-chicago-kar\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fkayne-lead-advisor-chicago-kar"}]}