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