Wealth Strategist/Senior Financial Planner

Kayne Anderson Rudnick Investment Management, LLC; Los Angeles (CA); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Travel up to 20%

Job summary

Kayne Anderson Rudnick in Century City, Los Angeles, seeks a Senior Financial Planner with deep expertise in tax planning to serve UHNW clients. This client-facing role emphasizes tax optimization, trust and estate structures, and sophisticated wealth transfer strategies for families and executives.

You will partner with Wealth Advisors and the Director of Financial Planning to design and implement advanced plans, collaborate with external CPAs, and stay ahead of evolving tax law to deliver

Qualifications

• CFP® required; CPA, EA, or advanced tax background strongly preferred.
• 5-10+ years of experience with HNW/UHNW clients in an RIA, multi-family office, or similar environment.
• Demonstrated expertise in tax planning and strategy for individuals, trusts, and closely held businesses.
• Experience explaining complex topics such as equity compensation and wealth transfer.

Responsibilities

• Lead the development of advanced financial plans with strong emphasis on tax strategy for UHNW clients.
• Partner directly with Wealth Advisors in client meetings to present recommendations.
• Design and evaluate complex strategies including trust and estate planning structures.
• Coordinate with CPAs and estate attorneys to implement cohesive client plans.
• Identify tax alpha opportunities and review planning work for depth and quality.
• Stay ahead of evolving tax law to deliver high-impact guidance.

Skills

Tax planning

UHNW clients

Financial planning

Client meetings

Education

CFP certification

CPA or EA

Tools

eMoney

Holistiplan

Job description

Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Today, we are a distinguished asset and wealth management firm with approximately $50 billion in AUM and a national team of 135 professionals, serving high-net-worth and ultra-high-net-worth individuals, families, and institutions. KAR is an affiliate of Virtus Investment Partners.

Based in Century City, Los Angeles, we are seeking a Senior Financial Planner with deep expertise in tax planning and strategy to join our growing wealth planning team.

The Opportunity

This is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M-$100M+), including business owners, executives, and multigenerational families.

You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.

At KAR, planners are not back-office analysts—they are strategic thought partners who help clients make high-impact decisions across their entire financial lives.

What You'll Do

• Lead the development of advanced financial plans with a strong emphasis on tax strategy, including income tax, capital gains planning, concentrated stock, liquidity events, and multistate considerations
• Partner directly with Wealth Advisors in client meetings to present recommendations and guide decision‑making for sophisticated UHNW clients
• Design and evaluate complex strategies, including:
• Trust and estate planning structures
• Tax‑efficient portfolio withdrawal and distribution strategies
• Business owner and pre-/post-liquidity planning
• Collaborate with external CPAs and estate attorneys to ensure cohesive, well‑executed client strategies
• Identify and quantify "tax alpha" opportunities within client portfolios and planning recommendations
• Review and elevate planning work completed by other team members, ensuring exceptional quality and depth
• Contribute to the firm’s intellectual capital by staying ahead of evolving tax law and planning strategies
• Support business development efforts by demonstrating KAR's differentiated planning capabilities in prospective client situations

What Makes This Role Compelling

• Depth over volume: Work on complex, intellectually engaging client situations - not commoditized plans
• True tax focus: A meaningful portion of your work will involve advanced tax strategy - not just modeling outputs
• Client access and influence: Direct exposure to UHNW clients and a voice at the table
• Collaborative culture: Tight partnership across advisors, planners, and leadership
• Platform and resources: Strong infrastructure (eMoney, Holistiplan, and external advisor networks) to support sophisticated planning

Qualifications

• CFP® required; CPA, EA, or advanced tax background strongly preferred
• 5-10+ years of experience working with HNW/UHNW clients in an RIA, multi-family office, or similar environment
• Demonstrated expertise in tax planning and strategy for individuals, trusts, and closely held businesses
• Experience analyzing and explaining complex topics such as:
• Equity compensation
• Business sales/exit planning
• Trust structures and wealth transfer strategies
• Prior experience preparing or reviewing HNW tax returns is highly valued
• Strong client presence with the ability to translate technical concepts into clear, actionable recommendations
• Collaborative, intellectually curious, and motivated by delivering high-impact advice

Location & Travel

• Up to 20% travel

Join Us

If you are energized by solving complex planning challenges, partnering with sophisticated clients, and bringing tax‑aware strategies to life in a meaningful way, we would welcome the opportunity to connect.

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.