Financial Advisor
Motley Fool- Full Time
- Entry Level & New Grad
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.
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.
Insurance brokerage specializing in customized solutions
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.