Senior Wealth Advisor - Remote & Travel-Ready

Virtus Investment Partners, Inc; Atlanta (GA); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Tuition Reimbursement

Wellness Program

Job summary

Virtus Investment Partners, Inc is looking for a Lead Advisor based in Atlanta. The candidate will partner with the BDO in managing client relationships and providing wealth management services including financial planning and investment advisory.

This role offers competitive pay starting from $120,000, along with various benefits aimed at work-life balance, such as health insurance and tuition reimbursement.

Qualifications

• 5+ years in financial services with a focus on wealth advisory.
• Must have Series 65 or 66 or equivalent certification.
• Demonstrated ability to establish priorities and meet goals.

Responsibilities

• Partner with BDO to develop and manage client relationships.
• Prepare customized investment proposals for clients.
• Conduct portfolio review meetings and proactive communication.

Skills

Financial planning/wealth management insight

Communication skills

Microsoft operating platform proficiency

eMoney financial planning platform

Salesforce CRM platform

Education

Bachelor’s degree in finance or economics

Tools

Salesforce

Microsoft Office

Job description

Virtus Investment Partners, Inc is looking for a Lead Advisor based in Atlanta. The candidate will partner with the BDO in managing client relationships and providing wealth management services including financial planning and investment advisory.

This role offers competitive pay starting from $120,000, along with various benefits aimed at work-life balance, such as health insurance and tuition reimbursement.