Jr. Investment Advisor Associate (Newport… at Virtus… · Orange…

Summary: Virtus Investment Partners is seeking a Junior Investment Advisor Associate to join its Wealth Advisory Group. This role supports a growth-focused team in delivering exceptional service to affluent clients and offers a strong foundation for career development in wealth management. Responsibilities: - Develop job knowledge and skill set necessary to preform IAA role which consists of the following responsibilities: - Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA’S, business managers, attorney’s) - Open new accounts and monitor progress - Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations - Execute asset allocation changes based on Advisor recommendation and monitor progress - Schedule Advisor-Client meetings and prepare portfolio review book materials - Attend in house or off site meetings or events as requested by Advisor - Maintain and update client files, CRM and other portfolio data, as needed - Collaborate with management to improve practices and procedures Required Qualifications: - Undergraduate Degree - Some exposure to financial markets in classroom or internship setting - Strong interest in working in financial services - Excellent verbal and written communication skills - Strong interpersonal, organizational and quantitative skills - Strong attention to detail, math aptitude, and the ability to multi-task - Strong client service mind-frame - Independent, self-starter, possessing initiative, drive, composure and enthusiasm - Proficiency in Excel and Word Required Skills: Undergraduate Degree Important Skills: Financial Markets Exposure, Client Service Mind-frame, Excel Proficiency, Word Proficiency Nice-to-Have Skills: Quantitative Skills, Math Aptitude, Multi-tasking Ability, Drive, Composure, Enthusiasm Benefits: Competitive Pay, Medical, Dental, and Vision Insurance (Day 1), Life and Disability Insurance, Health Savings Account with a Company Match, Flexible Spending Accounts including Dependent Care, Wellness Program, Tuition Reimbursement, 24-Hour Employee Assistance Program, Adoption Assistance, Paid Family Care Time, Paid Volunteer days