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Senior Financial Planner UHNW Clients

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: Kayne Anderson Rudnick
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Planner for UHNW Clients
A distinguished asset and wealth management firm in Los Angeles seeks a Senior Financial Planner to provide personalized financial planning for high-net-worth clients. This individual will work closely with the firm's Director of Financial Planning and Wealth Advisors to develop tailored financial plans, estate reviews, and tax analyses. The role requires strong analytical skills, effective communication abilities, and a CFP designation.

A competitive salary plus benefits is offered, along with a supportive team culture.
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Position Requirements
10+ Years work experience
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