Remote Lead Advisor - High-Net-Worth Wealth Management
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Kayne Anderson Rudnick Investment Management seeks a Lead Advisor for the Southeast region. Based in Chicago with remote work and roughly 50% travel, you will partner with the Managing Director in developing and managing high-net-worth client relationships, delivering investment advisory and financial planning.
Ideal candidates have a finance/economics degree, 5+ years in wealth advisory, and Series 65/66 or CFP/CFA, plus proficiency with eMoney, Salesforce, and Microsoft Office.
We are seeking a motivated Remote Lead Advisor
- High-Net-Worth Wealth Management to join Virtus in United States.
The advertised compensation is 120..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Lead Advisor
- High-Net-Worth Wealth Management role in the description above.
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