About this role
Lead Advisor, Atlanta - KAR at Virtus. Location: Atlanta or Los Angeles or Hartford or United States. Role: supporting development, preparing proposals, providing advice Requirements: Bachelor's in finance/economics required, 5+ years wealth advisory experience, Series 65/66 (or CFP/CFA waiver), proficiency with eMoney, Salesforce and Microsoft platform, strong communication and client management skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft, eMoney, Salesforce Certifications: series 65, series 66, cfp, cfa Commitment: Full Time Workplace: Remote Languages: nq, English