Solutions Consultant
Virtuous- Full Time
- Junior (1 to 2 years)
Candidates should possess a bachelor’s degree from an accredited college or university in finance or economics, and are preferred to hold a CFP, CPA, or CFA designation. A minimum of 5 years of experience in the financial services industry with a focus on wealth advisory client service is required, along with demonstrated financial planning/wealth management insight, judgement, and experience.
The Lead Advisor will partner with the Business Development Officer to support new business development opportunities by attending client meetings and events, develop strategies to provide a high-quality client experience, prepare customized investment proposals, communicate those proposals to clients, provide financial planning advice utilizing the eMoney platform, conduct regular client portfolio review meetings, and provide proactive communication to 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.