About this role
Investment Advisor Associate at Virtus. Location: Los Angeles, California, United States. Role: serving clients, opening accounts, preparing reports Requirements: Undergraduate degree, 2+ years client service with high-net-worth individuals at an investment management firm/private bank/broker-dealer, knowledge of equity/fixed income/alternative asset classes, custodian paperwork (Schwab/Fidelity), strong communication. Category: Finance and Accounting Seniority: Entry Level Tools: CRM, Charles Schwab, Fidelity Investments Commitment: Full Time Workplace: Hybrid Languages: English