Posted:
5/15/2024, 5:00:00 PM
Location(s):
California, United States ⋅ Los Angeles, California, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Finance & Banking
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 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 firm’s Senior Financial Planner and secondarily with the firm's Wealth Advisors to help design personalized financial plans, estate reviews, and tax analyses. The candidate will assist in delivering financial planning recommendations for the firm’s 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 firm’s clients, and participating in client meetings to deliver financial plans. Further, the candidate would be expected to help the Senior Financial Planner monitor the firm’s client’s 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
MINIMUM QUALIFICATIONS
The base salary range for this position is $100,000 to $137,500.
The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
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:
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.
Website: https://alphasimplex.com/
Headquarter Location: Cambridge, Massachusetts, United States
Employee Count: 11-50
Year Founded: 1999
Industries: Advice ⋅ Consulting ⋅ Financial Services