Financial Services Executive

20 hours ago


Los Angeles, California, United States Virtus Investment Partners Full time
Expert Financial Advisor Opportunity

We are seeking a skilled Senior Investment Advisor Associate to join our team in Century City. This role is perfect for an ambitious professional with strong communication skills and experience working with high-net-worth individuals.

About the Role

As a Senior Investment Advisor Associate, you will be responsible for delivering exceptional client service and support to affluent investors. Your primary tasks will include:

  • Providing daily client support, including investing deposits, calculating withdrawals, and handling cashiering needs.
  • Executing asset allocation changes based on advisor recommendations and monitoring progress.
  • Scheduling advisor-client meetings and preparing portfolio review materials.
Key Responsibilities
  1. Act as primary contact for high-net-worth investors and their professional advisors (CPAs, business managers, attorneys).
  2. Participate in department or firm-level projects.
  3. Open new accounts and monitor progress.
  4. Provide tax analysis reports.
  5. Collaborate with management to improve practices and procedures.
Qualifications
  • Bachelor's degree.
  • Series 7 preferred.
  • At least 5 years of client service experience working with high-net-worth individuals at an investment management firm, private bank, or broker/dealer with increasing responsibilities.
  • Fundamental knowledge of equity and fixed income markets and alternative asset classes.
  • Experience with custodians such as Charles Schwab and/or Fidelity Investments.
What We Offer

We provide a competitive salary range of $75,000 - $96,000 based on education, experience, skills, abilities, and geographic location. You will also be eligible to participate in a company incentive plan.

Benefits
  • Competitive Pay
  • Medical, Dental, and Vision Insurance
  • Life and Disability Insurance
  • Health Savings Account with Company Match
  • Flexible Spending Accounts
  • Wellness Program
  • Tuition Reimbursement
  • 24-Hour Employee Assistance Program
  • Adoption Assistance
  • Paid Family Care Time
  • Paid Volunteer days
  • Gym onsite
  • Paid Parking


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