Job Overview
Location
Remote
Job Type
Full-time
Category
HR & Recruiting
Date Posted
June 20, 2026
Full Job Description
đź“‹ Description
- • Lead Advisor role focused on partnering with Business Development Officers to develop and manage high-net-worth client relationships in the Southeast region, providing investment advisory, financial planning, and estate and tax planning services.
- • Day-to-day responsibilities include attending prospective client meetings, preparing customized investment proposals, utilizing eMoney and Salesforce platforms for financial planning, conducting portfolio reviews, and delivering proactive client communication to support business growth through referrals and additional funding.
- • Kayne Anderson Rudnick Investment Management, an affiliate of Virtus Investment Partners, is a distinguished wealth management firm with over $50 billion in AUM, known for its collaborative culture, team-oriented approach, and recognition including Barron’s Top 100 and Forbes rankings.
- • The role offers opportunity to deepen expertise in wealth management, financial planning, and client relationship strategy while working within a values-driven team that emphasizes ethical standards, professional growth, and personalized service to affluent clients.
🎯 Requirements
- • Bachelor’s degree from an accredited college or university in finance or economics
- • 5+ years of experience in financial services with a focus on wealth advisory client service
- • Proficient in Microsoft operating platform, eMoney financial planning platform, and Salesforce CRM
- • Series 65 or 66 license (or CFP/CFA as waiver equivalent)
- • Strong communication, presentation, and interpersonal skills with ability to work in a team-oriented culture
- • Demonstrated ability to establish priorities, meet goals, and uphold unimpeachable ethical standards
🏖️ Benefits
- • Competitive pay with variable compensation
- • Medical, Dental, and Vision Insurance starting day 1
- • Health Savings Account with Company Match
- • Tuition Reimbursement
- • Paid Volunteer days and Paid Family Care Time
- • Wellness Program and 24-Hour Employee Assistance Program
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About Virtus Investment Partners, Inc.
Virtus Investment Partners, Inc. is a publicly traded company that offers a diverse range of investment management services. They provide investment solutions through a multi-manager model, collaborating with specialized boutique investment managers. Their offerings cater to institutional clients, financial advisors, and individual investors, encompassing various asset classes including equities, fixed income, and alternatives. Virtus focuses on delivering differentiated investment strategies and aims to provide long-term value to its clients. The company operates through its subsidiaries and partners, leveraging their expertise to manage assets across different market conditions and investment objectives. Their commitment is to thoughtful investing and client success.
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