Virtus Investment Partners · 2 months ago
Jr. Investment Advisor Associate (Newport Beach, CA)
Orange County, CA
Full-time
Onsite
New Grad, Entry Level
$59K/yr - $80K/yrVirtus Investment Partners is committed to fostering a team-oriented culture and is seeking a Junior Investment Advisor Associate. The role involves acting as the primary contact for high-net-worth investors, managing account-related tasks, and providing excellent client service while collaborating with the advisory team.
Financial Services
Responsibilities
Develop job knowledge and skill set necessary to perform IAA role which consists of the following responsibilities:
Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA’S, business managers, attorney’s)
Open new accounts and monitor progress
Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations
Execute asset allocation changes based on Advisor recommendation and monitor progress
Schedule Advisor-Client meetings and prepare portfolio review book materials
Attend in house or off site meetings or events as requested by Advisor
Maintain and update client files, CRM and other portfolio data, as needed
Collaborate with management to improve practices and procedures
Qualification
Required
Undergraduate Degree
Some exposure to financial markets in classroom or internship setting
Strong interest in working in financial services
Excellent verbal and written communication skills
Strong interpersonal, organizational and quantitative skills
Strong attention to detail, math aptitude, and the ability to multi-task
Strong client service mind-frame
Independent, self-starter, possessing initiative, drive, composure and enthusiasm
Proficiency in Excel and Word
Benefits
Competitive Pay
Medical, Dental, and Vision Insurance (Day 1)
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Company
Virtus Investment Partners
Virtus Investment Partners provides investment management products and services to individuals and institutions.
Founded in 2008
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Andra Purkalitis
Executive Vice President & Chief Legal Officer
Mark S. Flynn
EVP, General Counsel and Corporate Secretary (retired)
Recent News
2025-12-24
2025-12-08
2025-12-05
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