Senior Investment Advisor Associate (Client Service)
LOS ANGELES, CAPosted 20 days ago
Job summary
Job post source
This job is directly from Virtus Investment Partners
Job overview
The Senior Investment Advisor Associate will provide exceptional client service to affluent investors as part of a growth-focused advisory team.
Responsibilities and impact
Responsibilities include acting as the primary contact for high-net-worth investors, managing account services, executing asset allocation changes, and collaborating with management to improve practices.
Compensation and benefits
The salary range is $75,000 to $96,000, with benefits including medical, dental, vision insurance, wellness programs, tuition reimbursement, and a hybrid work model.
Experience and skills
Candidates should have an undergraduate degree, Series 7 preferred, and at least 5 years of client service experience with high-net-worth individuals, along with strong communication and organizational skills.
Career development
The company promotes a team-oriented culture that encourages employee growth and development, providing opportunities for professional advancement.
Work environment and culture
KAR values a team-oriented culture characterized by accessibility, open communication, and respect, and was awarded Best Firm Culture at the 2022 PAM Awards.
Company information
Virtus Investment Partners is recognized for providing high-quality investment strategies and wealth solutions, focusing on a diverse and passionate workforce.
Team overview
The advisory team is growth-focused and values collaboration, with a commitment to providing high service levels to clients.
Job location and travel
The position is based in Century City with a hybrid work model of 3 days in the office and 2 days remote.
Application process
Candidates should submit their applications including necessary documentation as specified in the job posting, with no specific deadlines mentioned.
Unique job features
Unique aspects of the job include a fully stocked kitchen with lunch provided, onsite gym, and a supportive work-life balance.
Company overview
Virtus Investment Partners, Inc. is a multi-manager asset management firm that provides investment solutions across various asset classes, including equities, fixed income, and alternatives. The company generates revenue through management fees based on assets under management (AUM) and performance fees. Founded in 2008, Virtus has grown through strategic acquisitions and partnerships, enhancing its product offerings and expanding its distribution network. The firm emphasizes a multi-boutique approach, allowing its affiliated managers to operate autonomously while benefiting from centralized resources.
How to land this job
Tailor your resume to highlight your client service experience, particularly with high-net-worth individuals, and emphasize your strong communication skills, as these are crucial for the Senior Investment Advisor Associate role at Virtus Investment Partners.
Showcase your familiarity with investment management processes, including account setup, tax trading, and asset allocation, to demonstrate your ability to manage the diverse needs of affluent clients effectively.
Apply through multiple platforms, including Virtus Investment Partners' corporate site and LinkedIn, to maximize your visibility and chances of landing the role.
Connect with professionals in the advisory division at Virtus Investment Partners on LinkedIn to gain insights into the company culture and the specific qualities they value in candidates.
Potential ice breakers for your outreach could include asking about their experience at Virtus, mentioning a recent project they were involved in, or expressing your admiration for the firm's award-winning culture.
Optimize your resume for ATS systems by incorporating keywords from the job description such as 'client service', 'high-net-worth', 'investment management', and 'asset allocation' to enhance your chances of passing initial screenings.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, ensuring your resume is tailored, and you are applying through the best channels while identifying valuable networking opportunities.
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