Lead Advisor, Chicago - KAR

Virtus Investment Partners, Inc; United States; Ibrido; USD 120.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, and vision insurance

Life insurance

Tuition reimbursement

Wellness program

Descrizione del lavoro

Virtus Investment Partners, Inc is looking for a Lead Advisor to support business development and manage relationships for the Southeast region. This role requires remote work capability and involves around 50% travel to client meetings and events.

The candidate should possess a Bachelor's degree with at least 5 years of experience in financial services, particularly in wealth advisory client service. Strong communication skills and ethical standards are essential, along with proficiency in tools such as eMoney and Salesforce.

The position offers a competitive salary range of $120,000–$150,000, along with various employee benefits.

Competenze

• Minimum 5 years of experience in the financial services industry.
• Strong insight in financial planning and wealth management.
• Series65 or 66 license (or CFP/CFA as alternative).

Mansioni

• Manage client relationships and support business development.
• Develop strategies for high-quality client experiences.
• Prepare customized investment proposals.

Conoscenze

Financial planning

Client relationship management

Communication skills

Teamwork

Formazione

Bachelor’s degree in finance or economics

Strumenti

eMoney financial planning platform

Salesforce CRM

Microsoft Office

Descrizione del lavoro

Lead Advisor – Southeast Region

Kayne Anderson Rudnick Investment Management is seeking a Lead Advisor to support business development and manage client relationships for the Southeast region. The role is based in Chicago, available for remote work, with approximately 50% travel.

Job Duties

• Partner with the Managing Director and Business Development Officer to support new business development opportunities, attending client meetings and events hosted by custodian partners.
• Develop strategies that provide a high-quality client experience, helping the BDO build their practice through referrals and additional funding from existing clients.
• Prepare customized investment proposals in coordination with the BDO and communicate those proposals effectively to clients.
• Provide financial planning advice using the eMoney planning platform and other technological resources to meet client needs.
• Deliver comprehensive wealth management services to high-net‑worth clients, ensuring personalized attention to their financial goals.
• Offer investment advisory services, including asset allocation and investment solution recommendations.
• Conduct regular client portfolio review meetings and provide proactive communication.

Qualifications

• Bachelor’s degree from an accredited college or university with an emphasis in finance or economics.
• Minimum 5 years of experience in the financial services industry focused on wealth advisory client service.
• Strong financial planning/wealth management insight, judgment, and experience.
• Excellent communication and presentation skills, both oral and written.
• Ability to set priorities, meet goals, and work within a team-oriented culture.
• Unimpeachable ethical standards and a strong work ethic.
• Proficient with Microsoft Office, eMoney financial planning platform, and Salesforce CRM.
• Series65 or 66 license (or CFP/CFA, which may waive the Series65/66 requirement).

Compensation

Starting salary range: $120,000–$150,000, plus variable compensation. Salary is influenced by education, experience, skills, geographic location, internal equity, and market data.

Benefits

• Competitive pay
• Medical, dental, and vision insurance (starting day1)
• Life and disability insurance
• Health Savings Account with company match
• Flexible Spending Accounts, including dependent care
• Wellness program
• Tuition reimbursement
• 24‑hour Employee Assistance Program
• Adoption assistance
• Paid family care leave
• Paid volunteer days

Equal Opportunity Employer

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.