Senior Wealth Advisor - Pacific Northwest (Remote)

Virtus Investment Partners; United States; On-site; 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 a Company)

Job summary

Kayne Anderson Rudnick Investment Management, an affiliate of Virtus Investment Partners, seeks a Lead Advisor for the Pacific Northwest region. The role is remote with a preference for San Francisco, Seattle, or Portland, focusing on investment advisory, financial planning, and estate and tax planning for high-net-worth clients.

You will partner with the Managing Director and BDO to grow the practice, deliver tailored wealth solutions, and ensure exceptional client service across multiple

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.)

Responsibilities

• 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.

Skills

Wealth advisory

Client service

Communication

Team oriented

Ethics

Presentation

Financial planning

Problem solving

Education

Bachelor's degree in finance or economics

Series 65 or 66 or CFP or CFA

Tools

eMoney

Salesforce CRM

Microsoft Office

Job description

Kayne Anderson Rudnick Investment Management, an affiliate of Virtus Investment Partners, seeks a Lead Advisor for the Pacific Northwest region. The role is remote with a preference for San Francisco, Seattle, or Portland, focusing on investment advisory, financial planning, and estate and tax planning for high-net-worth clients.

You will partner with the Managing Director and BDO to grow the practice, deliver tailored wealth solutions, and ensure exceptional client service across multiple