Senior Financial Planner/Wealth Strategist - KAR

Virtus Investment Partners, Inc; Los Angeles (CA); On-site; USD 115,000 - 140,000; Full time

Benefits offered by this job

Competitive pay and performance-based bonuses

Medical, dental, and vision insurance

Tuition reimbursement

Wellness program

Job summary

Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth management.

The ideal candidate has 5-8+ years of experience, holds a CFP designation, and possesses strong relationship-building skills. The position offers a competitive salary with additional bonuses and a comprehensive benefits package.

Qualifications

• 5-8+ years of experience delivering financial plans for high-net-worth clients.
• Experience preparing taxes for HNW and UHNW clients is preferred.
• High ethical standards and sound judgment required.

Responsibilities

• Design comprehensive financial plans for clients.
• Partner with Wealth Advisors to deliver holistic financial strategies.
• Conduct research on planning strategies and tax laws.

Skills

Certified Financial Planner (CFP)

Communication skills

Relationship-building

Financial planning expertise

Proficiency with Microsoft Office

Education

Bachelor’s degree in accounting, finance, or economics

Tools

eMoney

Holistiplan software

Job description

Job Overview

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, work hard, and support each other as a team 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 to include high-net‑worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in assets under management and a national team of 135 employees.

Duties & Responsibilities

• Design comprehensive, personalized financial plans, estate reviews, and tax analyses for high‑net‑worth clients.
• Partner with Wealth Advisors in delivering holistic financial plans and participating in client meetings to discuss results and strategies for building and preserving multigenerational wealth.
• Assist Financial Planners in updating client plans, conducting diverse planning analyses, and researching emerging topics that impact client financial well‑being.
• Contribute to internal and external projects aimed at enhancing client outcomes, firm marketing, and expanding our holistic planning capabilities.
• Review client deliverables prepared by Financial Planners, ensuring quality and alignment with clients’ long‑term goals.
• Conduct research on planning strategies, tax laws, regulations, and best practices to support innovative, client‑focused solutions.
• Track client progress, prepare analytical reports, and celebrate milestones that reflect successful wealth preservation and growth.
• Provide ongoing education to advisors on current tax law and holistic planning strategies relevant to individuals, trusts, and small businesses.

Key Qualifications

• Certified Financial Planner (CFP) designation required; additional credentials such as CPA, EA, or MBA are preferred.
• Bachelor’s degree from an accredited university 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.
• Experience preparing taxes for HNW and UHNW clients is preferred.
• 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.
• U.S. citizenship or lawful permanent residency (Green Card holder) required; we are unable to sponsor work visas or provide support for OPT/CPT programs.

Benefits

• Competitive pay and performance‑based bonuses.
• Medical, dental, and vision insurance (starting day1).
• Life and disability insurance.
• Health Savings Account with 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.

Location & Travel

This role is based in Century City, CA with up to 20% travel.

Compensation

Base salary range: $115,000–$140,000. Total compensation, including bonuses and incentives, averages $125,000–$175,000.

Equal Employment Opportunity Statement

KAR is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.