Virtus

Lead Advisor, Midwest Region

Remote

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset Management, Wealth ManagementIndustries

Requirements

Candidates are required to possess a bachelor’s degree from an accredited college or university in finance or economics, with a preferred designation of CFP, CPA, or CFA. A minimum of five years of experience in the financial services industry, specifically in wealth advisory client service, is also necessary. Strong financial planning/wealth management insight, judgment, and experience are desired.

Responsibilities

The Lead Advisor will partner with the Business Development Officer to support new business development, attend client meetings, and manage new client relationships including investment advisory, financial planning, and estate and tax planning. They will prepare customized investment proposals, provide financial planning advice utilizing eMoney and other tech stack resources, conduct regular portfolio review meetings, and proactively communicate with clients.

Skills

Asset Management
Wealth Management
Investment Strategy
Client Relationship Management
Team Collaboration
Long-term Investment Planning

Virtus

Insurance brokerage specializing in customized solutions

About Virtus

Virtus Insurance provides tailored insurance solutions for businesses, focusing on the commercial insurance market. The company offers customized strategies for managing property and casualty insurance as well as employee benefits. By employing experienced consultants, Virtus Insurance assesses clients' specific needs and areas of exposure to deliver effective solutions. Unlike many competitors, Virtus emphasizes building strong, long-term relationships with clients, allowing for ongoing support and adaptation of insurance strategies. The Property and Casualty Unit is known for its meticulous risk assessment, while the Employee Benefits Unit focuses on creative, data-driven strategies to enhance employee benefits. The goal of Virtus Insurance is to reduce risk and save money for its clients through personalized service and expertise.

Key Metrics

Overland Park, KansasHeadquarters
2013Year Founded
SECONDARY_PRIVATECompany Stage
Consulting, Financial ServicesIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Hybrid Work Options

Risks

Competition from InsurTech startups may erode Virtus's market share.
Rising interest rates could affect insurance product pricing.
Stricter data privacy regulations may increase compliance costs for Virtus.

Differentiation

Virtus offers highly customized insurance strategies tailored to client needs.
The company focuses on building strong, long-term client relationships.
Virtus employs experienced consultants for precise risk assessment and innovative solutions.

Upsides

Growing demand for cyber insurance presents new expansion opportunities for Virtus.
AI-driven underwriting can enhance Virtus's data-driven consulting services.
Increased focus on mental health benefits aligns with Virtus's employee benefits offerings.

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