Lead Advisor, Southwest Region

Remote

Apply with AI Apply

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Candidates are required to possess a bachelor’s degree from an accredited college or university in finance or economics, with a preference for CFP, CPA, or CFA designations. A minimum of 5 years of experience in the financial services industry, specifically in wealth advisory client service, is also necessary. Strong financial planning/wealth management insight, judgement, and experience are preferred.

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 specific platforms, conduct regular client portfolio reviews, and proactively communicate with clients.

Skills

Asset Management

Wealth Management

Investment Strategy

Client Relationship

Team Collaboration

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.

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.

Land your dream remote job 3x faster with AI

Try Jobo Free