Virtus Investment Partners

Lead Advisor, Texas - KAR

Virtus Investment Partners

20 days ago
Remote
Full Time
Senior
0 applicants
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Virtus Investment Partners
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About this role

A Lead Advisor at Kayne Anderson Rudnick Investment Management focuses on developing and managing client relationships in the Southeast region, providing investment advisory, financial planning, and estate and tax planning services.

Skills

Qualifications

Bachelor's DegreeSeries 65 or 66CFP or CFA
Virtus Investment Partners

About Virtus Investment Partners

virtus.com

N/A

About Virtus Investment Partners

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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