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Virtus Investment Partners · 20 hours ago

Senior Financial Planner

Los Angeles, CA

Full-time

Onsite

Mid, Senior Level

$100K/yr - $1,210K/yr

5+ years exp

Kayne Anderson Rudnick (KAR) is a distinguished asset and wealth management firm based in Los Angeles, seeking to expand its financial planning team by hiring a Senior Financial Planner. The role involves creating personalized financial plans and collaborating with Wealth Advisors to deliver tailored solutions for high-net-worth clients, ensuring they meet their financial goals.

Financial Services

No H1B

U.S. Citizen Only

Responsibilities

Create personalized financial plans, estate reviews and tax analyses for the firm’s clients and prospective clients, supporting the Director of Financial Planning, utilizing the firm’s various financial planning software platforms

Partner with Wealth Advisors in the delivery of their clients’ financial plans and join meetings to help discuss plan results and recommendations

Assist Financial Planner(s) to make updates to client’s financial plans, running various planning analyses, and helping research new and changing planning topics

Assist the Director of Financial Planning in development of internal and external projects for clients, marketing, or to expand firm’s financial planning capabilities

Review client deliverables prepared by Financial Planner(s)

Conduct research related to planning strategies, tax law, and regulations as needed by the Director of Financial Planning

Track client progress and help create analytic reports on planning progress

Provide continued education of current tax law as applicable to individuals, trusts, and small businesses to the advisors

Qualification

Certified Financial Planner (CFP)Financial planning expertiseWealth management experienceCPATax preparation experienceAnalytical skillsMicrosoft Office proficiencyEMoney familiarityHolistiplan familiarityCommunication skillsRelationship-building skillsTeam collaborationTime management

Required

Certified Financial Planner (CFP) designation required; additional credentials such as CPA, EA, or MBA are preferred

Bachelor's degree from an accredited university, with a strong background in accounting, finance, or economics

5-8+ years of experience delivering financial plans and analysis for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, including tax, estate, investment, insurance, and retirement planning

Demonstrated expertise in financial planning and wealth management in a client-facing role

Outstanding oral and written communication skills, including effective presentation abilities

Proven relationship-building skills with high-net-worth individuals, both in-person and online, to present financial planning concepts and provide client advice

Ability to collaborate constructively within a team-oriented environment and manage priorities to meet established goals for financial planning deliverables

Strong desire to thrive in a dynamic, entrepreneurial small company setting, taking initiative and embracing diverse responsibilities

High ethical standards, financial planning expertise, investment skills, and sound judgment; advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and familiarity with eMoney and Holistiplan software is a plus