Senior Wealth Advisor - Remote with 50% Travel

Virtus Investment Partners, Inc; Chicago (IL); 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 seeking a Lead Advisor based in Chicago, focusing on developing and managing client relationships for wealth management. This role includes collaborating with a Managing Director and requires 50% travel.

The ideal candidate will have a bachelor’s degree in finance or economics and over 5 years of experience in financial services. A strong ethical standard, communication skills, and proficiency in financial planning tools are essential.

This position offers a competitive salary of $120,000 to $150,000 along with comprehensive benefits, including medical, dental, and wellness programs.

Qualifications

• 5+ years of experience in the financial services industry with a focus on wealth advisory client service.
• Articulate, confident, and driven professional with the ability to work within a team-oriented culture.
• Unimpeachable ethical standards and a strong work ethic.

Responsibilities

• Partner with BDO to support new business development opportunities.
• Develop strategies to provide a high-quality client experience.
• Prepare customized investment proposals and communicate effectively.

Skills

Financial planning

Wealth management

Communication skills

Microsoft operating platform

Salesforce CRM

Investment advisory

Education

Bachelor's degree in finance or economics

Tools

eMoney financial planning platform

Job description

Virtus Investment Partners, Inc is seeking a Lead Advisor based in Chicago, focusing on developing and managing client relationships for wealth management. This role includes collaborating with a Managing Director and requires 50% travel.

The ideal candidate will have a bachelor’s degree in finance or economics and over 5 years of experience in financial services. A strong ethical standard, communication skills, and proficiency in financial planning tools are essential.

This position offers a competitive salary of $120,000 to $150,000 along with comprehensive benefits, including medical, dental, and wellness programs.