Lead Advisor, Southeast Region
Virtus Investment PartnersSouth Carolina, United States • Georgia, United States • Florida, United States
Posted December 24, 2025
120000 - 150000 USD year
Full Time
About the Company
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees.
Job Description
We are seeking a Lead Advisor for our Southeast region to partner with the Managing Director, Business Development Officer in developing and managing clients. The role will involve developing a plan to meet clients' goals, managing client relationships, and providing investment advisory and financial planning services.
Requirements
- Partner with the BDO to support new business development opportunities
- Develop strategies to provide a high-quality client experience
- Prepare customized investment proposals and communicate them to clients
- Provide financial planning advice and comprehensive wealth management services
- Conduct regular client portfolio review meetings and provide proactive communication
Benefits
- Competitive Pay
- Medical, Dental, and Vision Insurance
- Life and Disability Insurance
- Health Savings Account with a Company Match
- Flexible Spending Accounts
- Wellness Program
- Tuition Reimbursement
- 24-Hour Employee Assistance Program
- Adoption Assistance
- Paid Family Care Time
- Paid Volunteer days