Kayne Anderson Rudnick

The Lead Advisor will partner with the Managing Director and Business Development Officer to develop and manage client relationships, focusing on investment advisory and financial planning. This role includes preparing customized investment proposals and providing comprehensive wealth management to high-net-worth clients.

The Managing Director, Business Development Officer will engage with Fidelity financial consultants and develop strong relationships to accelerate client referrals. This role involves onboarding clients in collaboration with the KAR wealth advisors and maintaining organized records of prospective client opportunities.

The Lead Advisor will partner with the Managing Director and Business Development Officer to develop and manage client relationships in the Southeast region. This includes providing investment advisory, financial planning, and estate and tax planning services to high-net-worth clients.