Senior Wealth Advisor – Remote (Southeast Focus)

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

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Tuition reimbursement

Wellness program

Job summary

Virtus Investment Partners, Inc is looking for a Lead Advisor to support business development and manage relationships for the Southeast region. This role requires remote work capability and involves around 50% travel to client meetings and events.

The candidate should possess a Bachelor's degree with at least 5 years of experience in financial services, particularly in wealth advisory client service. Strong communication skills and ethical standards are essential, along with proficiency in tools such as eMoney and Salesforce.

The position offers a competitive salary range of $120,000–$150,000, along with various employee benefits.

Qualifications

• Minimum 5 years of experience in the financial services industry.
• Strong insight in financial planning and wealth management.
• Series65 or 66 license (or CFP/CFA as alternative).

Responsibilities

• Manage client relationships and support business development.
• Develop strategies for high-quality client experiences.
• Prepare customized investment proposals.

Skills

Financial planning

Client relationship management

Communication skills

Teamwork

Education

Bachelor’s degree in finance or economics

Tools

eMoney financial planning platform

Salesforce CRM

Microsoft Office

Job description

Virtus Investment Partners, Inc is looking for a Lead Advisor to support business development and manage relationships for the Southeast region. This role requires remote work capability and involves around 50% travel to client meetings and events.

The candidate should possess a Bachelor's degree with at least 5 years of experience in financial services, particularly in wealth advisory client service. Strong communication skills and ethical standards are essential, along with proficiency in tools such as eMoney and Salesforce.

The position offers a competitive salary range of $120,000–$150,000, along with various employee benefits.