Senior Financial Planner

$numaclass%}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 gratuitamentelo 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 Teil her 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.

• 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 Wealthamina 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 eased education of current tax law as applicable to individuals, trusts, and small businesses to the advisors.

• 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.
• Experience preparing taxes for HNW and UHNW clients is preferred.
• Outstanding oral and written communication skills, including effective presentation abilities.
• Proven…