Senior Financial Planner
Virtus Investment Partners
About this role
Kayne Anderson Rudnick is a Los Angeles–based asset and wealth management firm overseeing approximately $56 billion in assets and serving high net-worth and institutional clients. The Senior Financial Planner will join the firm’s financial planning team to support sophisticated HNW and UHNW clients (generally $15M+ net worth), working closely with the Director of Financial Planning and Wealth Advisors to deliver strategic financial planning and client-facing advice.
Skills
Qualifications
About Virtus Investment Partners
virtus.comN/A
Recent company news
MarketBeatVirtus Investment Partners (NASDAQ:VRTS) Reaches New 12-Month Low - Here's What Happened
9 hours ago
Business WireVirtus Investment Partners Reports Preliminary February 28, 2026 Assets Under Management
2 days ago
Yahoo FinanceVirtus Investment Partners Declares Quarterly Cash Dividend on Common Stock
2 weeks ago
Hartford Business JournalVirtus makes majority investment in Utah-based private credit firm
1 week ago
TradingViewVIRTUS INVESTMENT PARTNERS, INC. SEC 10-K Report
2 weeks ago
About Virtus Investment Partners
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Virtus Investment Partners.
Salary
$100k – $121k
per year