Senior Wealth Advisor - Remote
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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 is seeking a Lead Advisor for the Southeast region, based in Chicago with remote work and travel. The role involves developing client relationships, delivering investment advisory and comprehensive wealth management, and coordinating with the BDO to grow business through referrals and funding from existing clients.
The ideal candidate combines 5+ years in wealth advisory, financial planning expertise, and strong communication in a team-driven culture.
We would love to welcome a new Senior Wealth Advisor
- Remote with Travel to our team in United States.
For the Senior Wealth Advisor
- Remote with Travel position at Virtus Investment Partners, we are reviewing applications now.
Step into the Senior Wealth Advisor
- Remote with Travel role at Virtus Investment Partners in United States and grow with us.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).