Senior Investment Advisor Associate

11 hours ago


Los Angeles, California, United States Virtus Investment Partners, Inc. Full time
Job Title: Senior Investment Advisor Associate

Job Summary:

We are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors, working closely with senior-level managers and outside parties.

Responsibilities:

Act as primary service-related and administrative contact for high-net-worth investors and their professional advisors
Participate in department or firm-level projects
Open new accounts and monitor progress
Provide daily client service, including investing deposits, calculating withdrawals, and handling cashiering needs
Execute asset allocation changes based on Advisor recommendation and monitor progress
Schedule Advisor-Client meetings and prepare portfolio review book materials
Maintain and update client files, CRM, and other portfolio data

Qualifications:

Undergraduate degree
Series 7 preferred
5+ years of client service experience working with high-net-worth individuals at an investment management firm, private bank, or broker/dealer
Fundamental knowledge of equity and fixed income markets and alternative asset classes
Knowledge of nuances in setting up various account registrations
Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and/or Fidelity Investments

Skills Required:

Leadership ability
Comfortable interacting with senior-level managers and outside parties
Teamwork
Excellent verbal and written communication skills
Strong interpersonal, organizational, and quantitative skills
Strong attention to detail, math aptitude, and the ability to multi-task

Benefits:

Competitive Pay
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Gym onsite
Paid Parking
Fully stocked kitchen- lunch provided

About Us:

KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high-quality investment strategies and wealth solutions for our clients. We believe in empowering and growing our people and are excited to be hiring. KAR is an equal opportunity employer.

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