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