About this role
Lead Advisor, Atlanta - KAR at Virtus. Location: Atlanta or Los Angeles or Hartford. Role: partnering BDO, managing clients, preparing proposals Requirements: Bachelor's in finance/economics required, 5+ years in financial services/wealth advisory, Series 65 or 66 (or CFP/CFA), proficiency with eMoney, Salesforce, and Microsoft platform, strong communication and judgment. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft operating platform, eMoney financial planning platform, Salesforce CRM platform Certifications: series 65, series 66, cfp, cfa Commitment: Full Time Workplace: Remote Languages: English