Senior Financial Planner/Wealth Strategist - KAR
Virtus Investment PartnersLos Angeles, California, United States
Posted March 18, 2026
115000 - 140000 USD
Full Time
About the Company
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management.
Job Description
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
