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