KAR - Investment Advisor Intern (Summer 2026,… at Kayne… · Los…

Summary: Kayne Anderson Rudnick is a well-respected wealth and asset management firm headquartered in Los Angeles, seeking a motivated undergraduate student for a summer internship in their Wealth Advisory Client Service team. The role offers hands-on exposure to the operations of a Registered Investment Advisor and provides insight into advising high-net-worth clients. Responsibilities: - Support the Client Service and Wealth Advisory teams with daily operational and administrative tasks - Assist with client onboarding, account maintenance, and documentation preparation - Help prepare client meeting materials, reports, and presentations - Maintain accurate records and ensure a high standard of client service - Participate in team meetings, training sessions, and special projects Required Qualifications: - Currently pursuing a bachelor's degree - Strong interest in wealth management, finance, economics, business, or a related field - Excellent communication and interpersonal skills - High attention to detail and strong organizational skills - Professional demeanor and commitment to confidentiality - Proficiency with Microsoft Office (Excel, Word, PowerPoint) Preferred Qualifications: - rising junior or senior preferred - experience with financial tools a plus Required Skills: Wealth management, Financial advisory, Client service Important Skills: Microsoft Office Nice-to-Have Skills: Professional demeanor Internship Start Date: Start in 2026 Summer