Senior Wealth Advisor - Remote with Travel

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

Benefits offered by this job

Competitive Pay

Medical, Dental, Vision Insurance

Life and Disability Insurance

Health Savings Account with Company +

Flexible Spending Accounts

Wellness Program

Tuition Reimbursement

Employee Assistance Program

Adoption Assistance

Paid Family Care Time

Paid Volunteer days

Job summary

Kayne Anderson Rudnick Investment Management is seeking a Lead Advisor for the Southeast region, based in Chicago with remote work and travel. The role involves developing client relationships, delivering investment advisory and comprehensive wealth management, and coordinating with the BDO to grow business through referrals and funding from existing clients.

The ideal candidate combines 5+ years in wealth advisory, financial planning expertise, and strong communication in a team-driven culture.

Qualifications

• A bachelor’s degree is required with a finance/economics focus.
• 5+ years in financial services with wealth-advisory client service.
• Financial planning/wealth management insight and judgment.
• Strong written and oral communication; team-oriented.

Responsibilities

• Partner with BDO to develop new business opportunities and meetings.
• Develop strategies to deliver high-quality client experience and referrals.
• Prepare customized investment proposals with the BDO.
• Provide comprehensive wealth management and investment advisory services.
• Conduct regular client portfolio reviews and proactive communications.

Skills

Financial advisory

Wealth management

Client service

Communication

Team collaboration

Education

Bachelor’s degree in finance or economics

Tools

Microsoft Office

eMoney

Salesforce

Job description

Kayne Anderson Rudnick Investment Management is seeking a Lead Advisor for the Southeast region, based in Chicago with remote work and travel. The role involves developing client relationships, delivering investment advisory and comprehensive wealth management, and coordinating with the BDO to grow business through referrals and funding from existing clients.

The ideal candidate combines 5+ years in wealth advisory, financial planning expertise, and strong communication in a team-driven culture.