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Kayne Anderson Rudnick · 6 days ago

Senior Financial Planner

Los Angeles, CA

Full-time

Onsite

Mid, Senior Level

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

5+ years exp

Kayne Anderson Rudnick is a distinguished asset and wealth management firm with a focus on high-net-worth clients. They are seeking a Senior Financial Planner to design personalized financial plans and collaborate with Wealth Advisors to address complex financial needs of clients with significant assets.

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 experienceTax preparation for HNW clientsMicrosoft Office proficiencyAnalytical skillsCommunication 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

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment

Preferred

Experience preparing taxes for HNW and UHNW clients is preferred

Benefits

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

Company

Kayne Anderson Rudnick

Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management).

Founded in 1984

Los Angeles, California, USA

51-200 employees