Lead Advisor, Chicago - KAR

Virtus Investment Partners; United States; Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Health Savings Account with a Company Match

Tuition Reimbursement

Paid Family Care Time

Paid Volunteer days

Job summary

Virtus Investment Partners is seeking a Lead Advisor for the Southeast region. The Lead Advisor will partner with Business Development Officers to manage client relationships focusing on investment advisory, financial planning, and wealth management.

This position requires a bachelor's degree in finance or economics and 5+ years in financial services. Benefits include competitive pay, medical insurance from day one, and wellness programs.

Qualifications

• 5+ years of experience in the financial services industry.
• Articulate and driven professional with strong presentation skills.
• Series 65 or 66 or relevant certifications.

Responsibilities

• Partner with BDO to support new business development.
• Prepare customized investment proposals for clients.
• Conduct regular client portfolio review meetings.

Skills

Client relationship management

Financial planning

Wealth management

Communication skills

Team collaboration

Ethical standards

Proficiency in CRM platforms

Education

Bachelor's degree in finance or economics

Tools

eMoney financial planning platform

Salesforce CRM

Microsoft Office

Job description

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 Investment Management is looking to hire a Lead Advisor for our Southeast region. The Lead Advisor (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. The LA will develop a plan to meet the client’s goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning. This role will be based in Chicago, working remotely with approximately 50% travel.

Job Duties

• Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners.
• Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients.
• Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients.
• Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs.
• Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs.
• Provide investment advisory services, including asset allocation and investment solutions recommendations.
• Conduct regular client portfolio review meetings and provide proactive communication to clients.

Ideal Qualifications

• A bachelor’s degree is required from an accredited college or university with an educational background in finance or economics.
• 5+ years of experience in the financial services industry with a focus on wealth advisory client service.
• Financial planning/wealth management insight, judgement, and experience.
• Articulate, confident, and driven professional with the ability to work within a team-oriented culture.
• Unimpeachable ethical standards and a strong work ethic.
• Superior communication skills both oral and written; strong presentation skills.
• A demonstrated ability to establish priorities and meet goals.
• Proficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform.
• Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement).

Benefits

• Competitive Pay
• Medical, Dental, and Vision Insurance (starting day 1)
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer days

The starting salary is $120,000.00 to $150,000.00 and will include variable compensation. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.

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.