Remote Lead Advisor - High-Net-Worth Wealth Management

Virtus; United States; Remote; USD 120,000 - 150,000; Full time

Benefits offered by this job

Competitive Pay

Medical, Dental, and Vision Insurance

Life and Disability Insurance

Health Savings Account with Company M​

Flexible Spending Accounts

Wellness Program

Tuition Reimbursement

24-Hour Employee Assistance Program

Adoption Assistance

Paid Family Care Time

Paid Volunteer days

Job summary

Kayne Anderson Rudnick Investment Management seeks a Lead Advisor for the Southeast region. Based in Chicago with remote work and roughly 50% travel, you will partner with the Managing Director in developing and managing high-net-worth client relationships, delivering investment advisory and financial planning.

Ideal candidates have a finance/economics degree, 5+ years in wealth advisory, and Series 65/66 or CFP/CFA, plus proficiency with eMoney, Salesforce, and Microsoft Office.

Qualifications

• Bachelor degree in finance/economics required.
• 5+ years in financial services wealth advisory.
• Financial planning/wealth management insight and judgement.
• Articulate, confident, team-oriented professional with strong work ethic.
• Excellent oral and written communication; strong presentation skills.
• Proficient with Microsoft Office, eMoney, and Salesforce.
• Series 65 or 66 (or CFP or CFA, which can waive).

Responsibilities

• Partner with BDO to develop new business opportunities and meet prospective clients.
• Develop strategies to deliver high-quality client experience and referrals.
• Prepare customized investment proposals with the BDO and present to clients.
• Provide financial planning using eMoney and other tech to clients.
• Deliver comprehensive wealth management for high-net-worth clients.
• Offer investment advisory services including asset allocation.
• Conduct regular client portfolio reviews and proactive communications.

Skills

Wealth advisory experience

Financial planning

Communication skills

Team-oriented culture

Ethical standards

Education

Bachelor's degree in finance or economics

Tools

Microsoft operating platform

eMoney financial planning platform

Salesforce CRM

Job description

Kayne Anderson Rudnick Investment Management seeks a Lead Advisor for the Southeast region. Based in Chicago with remote work and roughly 50% travel, you will partner with the Managing Director in developing and managing high-net-worth client relationships, delivering investment advisory and financial planning.

Ideal candidates have a finance/economics degree, 5+ years in wealth advisory, and Series 65/66 or CFP/CFA, plus proficiency with eMoney, Salesforce, and Microsoft Office.