Virtus
Senior Financial Planner/Wealth Strategist - KAR
Los Angeles, CA · Senior
No sponsorshipDetected 33 days ago
AccessibilityBusiness DevelopmentTaxLeadershipCommunication
About the role
- Medical, Dental, and Vision Insurance (starting day 1)
- Health Savings Account with a Company Match
- Flexible Spending Accounts including Dependent Care
Responsibilities
- Partner directly with Wealth Advisors in client meetings to present recommendations and guide decision-making for sophisticated UHNW clients
- Collaborate with external CPAs and estate attorneys to ensure cohesive, well-executed client strategies
- Support business development efforts by demonstrating KAR's differentiated planning capabilities in prospective client situations
- Platform and resources: Strong infrastructure (eMoney, Holistiplan, and external advisor networks) to support sophisticated planning
- KAR is an affiliate of Virtus Investment Partners.
- 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.
Requirements
- 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:
- Strong client presence with the ability to translate technical concepts into clear, actionable recommendations
- 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.
Nice to have
- CPA, EA, or advanced tax background strongly preferred
Compensation
- Equity compensation
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:
- Life and Disability Insurance
- Wellness Program
- Tuition Reimbursement
- 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
Company info
- Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect.
- Ranked #3 on Barron's top 100 investment advisors.
- Ranked #7 of RIA firms by Forbes in 2024
- Wealth for Good Awards - Best Corporate Social Responsibility program
- Tight partnership across advisors, planners, and leadership
- 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.
- 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.
Visa & Work Authorization
- We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
This listing is sourced directly from Virtus's careers page and normalized into a canonical job model.