Remote Lead Advisor – High-Net-Worth Wealth Management

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

Benefits offered by this job

Medical, Dental, and Vision Insurance (starting day 1)

Life and Disability Insurance

Tuition Reimbursement

Paid Family Care Time

Competitive Pay

Job summary

Virtus Investment Partners is seeking a Lead Advisor for the Pacific Northwest region, based in Atlanta with approximately 50% travel. This role involves client relationship management, financial planning, and providing comprehensive wealth management services.

The ideal candidate will have over 5 years in the financial services sector and a degree in finance or economics. A starting salary between $120,000 and $150,000 is offered, along with comprehensive benefits including health and wellness programs.

Qualifications

• 5+ years of experience in the financial services industry focusing on wealth advisory.
• Strong verbal and written communication skills.
• Ethical standards and strong work ethic.

Responsibilities

• Develop plans to meet client’s goals and manage new client relationships.
• Attend prospective client meetings and events for business development.
• Prepare customized investment proposals for clients.

Skills

Client relationship management

Financial planning

Wealth management

Communication skills

Microsoft Office proficiency

Salesforce CRM

Education

Bachelor's degree in finance or economics

Tools

eMoney financial planning platform

Job description

Virtus Investment Partners is seeking a Lead Advisor for the Pacific Northwest region, based in Atlanta with approximately 50% travel. This role involves client relationship management, financial planning, and providing comprehensive wealth management services.

The ideal candidate will have over 5 years in the financial services sector and a degree in finance or economics. A starting salary between $120,000 and $150,000 is offered, along with comprehensive benefits including health and wellness programs.