Senior Wealth Advisor — Remote with Travel

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

Benefits offered by this job

Competitive Pay

Medical, Dental, and Vision Insurance

Tuition Reimbursement

Job summary

Virtus Investment Partners, Inc is seeking a Lead Advisor based in Atlanta to develop and manage client relationships. You will partner closely with the Business Development Officer to create customized investment strategies and provide comprehensive wealth management services to high-net-worth clients, which includes financial and estate planning.

The role offers a competitive salary range of $120,000 to $150,000, along with generous benefits such as medical, dental, and life insurance, as well as a wellness program and tuition reimbursement.

Qualifications

• 5+ years of experience in the financial services industry.
• Proficient in developing personalized investment proposals.
• Strong ethical standards and ability to establish client relationships.

Responsibilities

• Partner with BDO to support new business development opportunities.
• Develop strategies for a high-quality client experience.
• Conduct regular client portfolio review meetings.

Skills

Wealth Advisory Client Service

Financial Planning

Asset Allocation

Communication Skills

Team Collaboration

Education

Bachelor's degree in finance or economics

Tools

eMoney financial planning platform

Salesforce CRM

Microsoft Office

Job description

Virtus Investment Partners, Inc is seeking a Lead Advisor based in Atlanta to develop and manage client relationships. You will partner closely with the Business Development Officer to create customized investment strategies and provide comprehensive wealth management services to high-net-worth clients, which includes financial and estate planning.

The role offers a competitive salary range of $120,000 to $150,000, along with generous benefits such as medical, dental, and life insurance, as well as a wellness program and tuition reimbursement.