Lead Advisor, Southeast Region
Virtus Investment Partners(2 months ago)
About this role
The Lead Advisor for the Southeast region at Kayne Anderson Rudnick will manage and develop relationships with high-net-worth clients, partnering with the Managing Director/Business Development Officer to grow business from custodial referrals. The role focuses on delivering personalized wealth management, financial planning, and investment advisory services. This is a remote position with a preference for candidates located in South Carolina, Georgia, or Florida.
Required Skills
- Client Management
- Financial Planning
- Investment Advisory
- Estate Planning
- Tax Planning
- Portfolio Review
- Relationship Building
- Presentation Skills
- Communication
- Salesforce
+2 more
Qualifications
- Bachelor's Degree in Finance or Economics
- Series 65
- Series 66
- CFP
- CFA
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Virtus Investment Partners
Equity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KAR
Virtus Investment Partners(6 days ago)
Senior Regional Sales Director, All Channel (Colorado, Utah, Montana, Wyoming & New Mexico)
Virtus Investment Partners(19 days ago)
Research Analyst, SGA
Virtus Investment Partners(1 month ago)
Regional Sales Director, Offshore
Virtus Investment Partners(1 month ago)
Similar Jobs
Associate Advisor, Wealth Management
Choreo(1 month ago)
Strategic Advisor
Brown Advisory(9 months ago)
Wealth Planner
Cerity Partners(2 months ago)
Senior Relationship Advisor II, Wealth Management
Northern Trust(1 month ago)
Associate Advisor, Wealth Management
Choreo(1 month ago)
Regional Wealth Advisor
Northern Trust(2 months ago)