Senior Financial Planner/Wealth Strategist - KAR
Los Angelesonsitesenior$125K – $175K
Posted 4mo ago · via Workday
About this role
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. 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.…
Read the full description on 360 Westchester Capital Management's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
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5
Location fit
This role is based in Los Angeles. We weight your proximity and willingness to relocate.
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Free · no card · written explanation included