Virtus Investment Partners
Investment Advisor Associate
Los Angeles, CA
Sponsorship not specifiedDetected 27 days ago
AccessibilityCRMExcelCommunication
About the role
- Although we value experience and skills, we also care about who you are.
- Job Description Although we value experience and skills, we also care about who you are.
- We believe in empowering and growing our people and are excited to be hiring.
Responsibilities
- Act as project lead or participate extensively in department or firm level projects.
- Maintain and update client files, CRM and other portfolio data, as needed.
- Collaborate with management to improve practices and procedures.
- Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect.
Requirements
- Undergraduate degree.
- 2-4 years client service working with high net worth individuals at an investment management firm, private bank, or broker/dealer with history of increasing responsibilities.
- Knowledge of nuances in setting up various account registrations, including documentation required and limitations behind such registrations.
- Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and/or Fidelity Investments.
Benefits
- Medical, Dental, and Vision Insurance
- Life and Disability Insurance
- Health Savings Account with a Company Match
- Flexible Spending Accounts including Dependent Care
- Wellness Program
- Tuition Reimbursement
- We are currently seeking candidates who possess the skills, vision, and determination to excel in their chosen fields.
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Equal opportunity
- KAR is an equal opportunity employer.
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This listing is sourced directly from Virtus Investment Partners's careers page and normalized into a canonical job model.