Remote Lead Advisor, Pacific Northwest Wealth Management
Pacific, Franklin County, Missouri, 63069, USA
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Kayne Anderson Rudnick is seeking a Lead Advisor for the Pacific Northwest. This remote role partners with the Managing Director to manage high-net-worth clients, deliver investment advisory and financial planning, and support business development in the region.
The ideal candidate has a finance/economics background, 5+ years in wealth advisory, and strong ethics. Proficiency with eMoney, Salesforce, and MS Office is expected;
Series 65/66 or CFP/CFA is preferred.
This is an excellent position to take on the Remote Lead Advisor, Pacific Northwest Wealth Management role at Virtus Investment Partners, Inc.
This posting is for the Remote Lead Advisor, Pacific Northwest Wealth Management role at Virtus Investment Partners, Inc, based in Pacific, MO, United States.
We are looking to fill the Remote Lead Advisor, Pacific Northwest Wealth Management position at Virtus Investment Partners, Inc in Pacific, MO, United States.
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