Senior Wealth Advisor for High-Net-Worth Clients

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

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life and Disability Insurance

Health Savings Account with company match

Flexible Spending Accounts

Tuition Reimbursement

24-Hour Employee Assistance Program

Paid Family Care Time

Paid Volunteer days

Job summary

Virtus Investment Partners, Inc is seeking an experienced financial advisor to provide comprehensive wealth management services to high-net-worth clients. The ideal candidate will have over 5 years of experience in financial services with strong communication and ethical standards.

Responsibilities include supporting business development, preparing investment proposals, and offering personalized financial planning advice. The position offers a competitive salary ranging from $120,000 to $150,000 with comprehensive benefits starting on day one.

Qualifications

• 5+ years of experience in the financial services industry focusing on wealth advisory.
• Articulate and driven professional within a team-oriented culture.
• Unimpeachable ethical standards and a strong work ethic.

Responsibilities

• Partner with the BDO to support new business development opportunities.
• Prepare customized investment proposals and communicate them to clients.
• Provide financial planning advice utilizing the eMoney platform.

Skills

Financial planning/wealth management insight

Communication skills (oral and written)

Proficient in Microsoft operating platform

Proficient in the eMoney financial planning platform

Proficient in Salesforce CRM platform

Education

Bachelor’s degree in finance or economics

Job description

Virtus Investment Partners, Inc is seeking an experienced financial advisor to provide comprehensive wealth management services to high-net-worth clients. The ideal candidate will have over 5 years of experience in financial services with strong communication and ethical standards.

Responsibilities include supporting business development, preparing investment proposals, and offering personalized financial planning advice. The position offers a competitive salary ranging from $120,000 to $150,000 with comprehensive benefits starting on day one.