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Los Angeles, California, United States
Onsite
Not Available
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.
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
What Makes This Role Compelling
Qualifications
Location & 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.
Apply today to learn more about how you can play a key role in shaping the financial lives of our clients at KAR.
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.
Total compensation, including applicable bonuses and incentives average between $125,000 to $175,000 with a base salary of $115,000 to $140,000. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
Benefits:
At KAR, we take great pride in offering our valued team members an extensive and highly competitive benefits package. Below, you will find a brief benefits overview:
Company Background:
Philosophy
KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services.
Team Approach
The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients.
Culture and Awards
