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.
Kayne 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. Headquarters in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $56 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.
KAR is actively seeking to expand its financial planning team and is looking to hire a Senior Financial Planner who is passionate about working with high-net-worth and ultra-high net-worth clients. This individual will work primarily with the firm’s Director of Financial Planning and secondarily with the firm's Wealth Advisors to help design personalized financial plans, estate reviews, and tax analyses primarily for clients above $15 million in net worth. This role offers a unique opportunity to engage directly with sophisticated clients, providing tailored solutions that address complex financial needs and goals. The candidate will lead in delivering financial planning recommendations for the firm’s clients and prospective clients utilizing various financial planning software platforms. Responsibilities include analyzing, creating, and developing financial plans, running tax analyses, reviewing estate reviews, and summarizing client financial documents. The Senior Financial Planner will also collaborate on strategic opportunities with the Wealth Advisors and assist in closing new business. Additionally, the candidate will be expected to help Wealth Advisors monitor clients' progress in meeting their plan goals and manage follow-up meetings. The ideal candidate will possess strong analytical skills, effective time management, and excellent communication and interpersonal abilities to thrive in this client-focused environment.
DUTIES & RESPONSIBILITIES:
KEY QUALIFICATIONS:
This role is based in Century City, CA with up to 20% travel.
This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
The starting base salary is $100,000 to $121,0000 plus applicable bonuses and incentives. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
At KAR, we take great pride in offering our valued team members an extensive and highly competitive benefits package. Below, you will find a brief benefits overview:
Company Background:
Philosophy
KAR 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.
Team Approach
The 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.
Culture and Awards