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Senior Financial Planner/Wealth Strategist - KAR

Virtus Investment Partners · Los Angeles, California, US

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, that work ha...

Job description

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, that work hard, and that support each other as a team and as individuals. Job Description: Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. We are seeking an experienced Senior Financial Planner to join our team, dedicated to supporting high-net-worth individuals and families. In this role, you will assist clients in building, preserving, and growing multigenerational wealth through comprehensive financial planning. Collaborating with the Director of Financial Plan...