Senior Financial Planner/Wealth Strategist - KAR

Senior Financial Planner/Wealth Strategist role at Kayne Anderson Rudnick, assisting high-net-worth clients in building, preserving, and growing multigenerational wealth through comprehensive financial planning, estate reviews, and tax strategies.

Requirements

• Certified Financial Planner (CFP) designation required
• 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
• Demonstrated expertise in financial planning and wealth management in a client-facing role

Benefits

• Competitive Pay
• Medical, Dental, and Vision Insurance (starting day 1)
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer days