Senior Financial Planner
Virtus Investment Partners(1 month ago)
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.
Required Skills
- Financial Planning
- Estate Planning
- Tax Analysis
- Wealth Management
- Client Relations
- Communication
- Excel
- eMoney
- Holistiplan
- Time Management
Qualifications
- CFP
- Bachelor's Degree
- CPA
- EA
- MBA
- US Citizenship or Green Card
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