Lead Advisor, Southeast Region jobs in United States
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Virtus Investment Partners ยท 2 weeks ago

Lead Advisor, Southeast Region

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$120K/yr - $150K/yr
date5+ years exp

Virtus Investment Partners is seeking a Lead Advisor for the Southeast region to partner with the Managing Director and Business Development Officer in developing and managing client relationships. The role involves providing comprehensive wealth management and financial planning services to high-net-worth clients, ensuring a high-quality client experience and supporting business development efforts.

Financial Services

Responsibilities

Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners
Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients
Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients
Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs
Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs
Provide investment advisory services, including asset allocation and investment solutions recommendations
Conduct regular client portfolio review meetings and provide proactive communication to clients

Qualification

Financial planningWealth managementInvestment advisoryEMoney platformSalesforce CRMCommunication skillsEthical standardsPrioritizationMicrosoft platformJudgmentTeam-orientedPresentation skills

Required

A bachelor's degree is required from an accredited college or university with an educational background in finance or economics
5+ years of experience in the financial services industry with a focus on wealth advisory client service
Financial planning/wealth management insight, judgement, and experience
Articulate, confident, and driven professional with the ability to work within a team-oriented culture
Unimpeachable ethical standards and a strong work ethic
Superior communication skills both oral and written; strong presentation skills
A demonstrated ability to establish priorities and meet goals
Proficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform
Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.)

Benefits

Medical, Dental, and Vision Insurance (starting 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

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Virtus Investment Partners provides investment management products and services to individuals and institutions.
dateFounded in 2008
location
Hartford, Connecticut, USA
people-size501-1000 employees
web-link
https://www.virtus.com/

Funding

Current Stage
Late Stage

Leadership Team

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Andra Purkalitis
Executive Vice President & Chief Legal Officer
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Mark S. Flynn
EVP, General Counsel and Corporate Secretary (retired)
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Recent News

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Virtus Introduces Virtus Silvant Growth Opportunities ETF
2025-12-24
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Virtus Total Return Fund Inc. Announces Final Results of Tender Offer
2025-12-08
Business Wire
Virtus Total Return Fund Inc. Announces Preliminary Results of Tender Offer
2025-12-05
Company data provided by crunchbase