Financial Planner
1 month ago
Kayne Anderson Rudnick Investment Management, a Registered Investment Advisor is currently seeking a financial planner to be based in our Los Angeles office.
The successful candidate will work primarily with the firms Senior Financial Planner and secondarily to the firms Wealth Advisors to help design personalized financial plans, estate reviews and tax analyses. The candidate will assist in delivering financial planning recommendations for the firms clients and prospective clients utilizing various financial planning software platforms.
The candidate will be responsible for assisting the Senior Financial Planner and Wealth Advisors in creating the financial plans (data entry into software), running tax analyses, reviewing, and summarizing client financial documents, collaborating on strategic opportunities for the firms clients, and participating in client meetings to deliver financial plans. Further, the candidate would be expected to help the Senior Financial Planner monitor the firms clients progress in meeting their plan goals and manage follow-up meetings. The ideal candidate will have strong analytical skills, time management skills, as well as excellent communication and interpersonal skills to be successful in this people-oriented business.
DUTIES & RESPONSIBILITIES
Help create personalized financial plans, estate reviews and tax analyses for the firms clients and prospective clients, supporting the Senior Financial Planner, utilizing the firms various financial planning software platforms.
Assist Wealth Advisors in the delivery of their clients financial plans and join meetings to help discuss plan results and recommendations.
Responsible for making updates to clients financial plans, running various planning analyses, and helping research new and changing planning topics.
Assist the Senior Financial Planner in preparation of any internal or external projects for clients, marketing, or to expand firms financial planning capabilities.
Assistance in preparation of client deliverables to be reviewed by the Senior Financial Planner.
Track client progress and help create analytic reports on planning progress.
Continued education of current tax law as applicable to individuals, trusts, and small businesses.
MINIMUM QUALIFICATIONS
Bachelors degree or graduate level degree required.
2-4+ years of experience in developing financial plans & analysis for HNW and UHNW clients, relevant experience in tax planning, estate planning, investment planning, insurance planning, and retirement planning a plus.
CFP is required or the ability to obtain designation within 6 months of hire.
Tax preparation experience is a plus.
Client facing experience is a plus.
Financial planning/wealth management acumen, judgement, and experience required.
Superior communications skills, both oral and written, strong presentation skills.
Comfortable interacting with high-net-worth individuals, in both physical and virtual formats, in advising them on financial planning concepts.
Ability to collaborate in a professional and constructive manner within a team-oriented culture.
A demonstrated ability to manage priorities and meet established goals for delivering financial planning deliverables to Senior Financial Planner and Wealth Advisors.
Desire to work successfully in a small company environment.
Unimpeachable ethical standards.
A bachelors degree required from an accredited university with a strong educational foundation in accounting, finance and/or economics.
Experience with eMoney financial planning software and Holistiplan is a plus.
Proficiency in working with Microsoft Word, Excel, PowerPoint, and Outlook.
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:
Medical, Dental, and Vision Insurance
Life and Disability Insurance
401K
Health Savings Account with a 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
Potential for bonus participation
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. We are currently seeking candidates who possess the skills, vision, and determination to excel in their chosen fields.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
For additional information on Kayne Anderson Rudnick, please access the firms web site at www.kayne.com.
The base salary range for this position is $100,000 to $137,500.
The starting salary offer will vary based on the applicants education, experience, skills, abilities, geographic location, internal equity, and alignment with market data
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