Lead Advisor, Texas - KAR
Virtus Investment PartnersDallas, Texas, United States • Houston, Texas, United States
Posted March 18, 2026
120000 - 150000 USD
Full Time
About the Company
In Latin, Virtus connotes the characteristics of integrity, quality and strength. Those are the traits we stand for today as an investment management provider and the traits that will define us in the future. Virtus Investment Partners provides investment management products and services to individuals and institutions. We operate a multi-manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process and individual brand. We clearly understand the responsibility we have to our clients and we are committed to their success as investors. For important disclaimers, go to https://www.virtus.com/social-media-guidelines
Job Description
Kayne Anderson Rudnick Investment Management is seeking a Lead Advisor for the Southeast region. The role involves partnering with the Managing Director, Business Development Officer to develop and manage client relationships, providing investment advisory, financial planning, and estate and tax planning services.
Requirements
- Bachelor's degree in finance or economics
- 5+ years of experience in the financial services industry
- Series 65 or 66 (or CFP or CFA) certification
- Proficient in Microsoft operating platform, eMoney financial planning platform, and Salesforce CRM platform
Benefits
- Competitive Pay
- Medical, Dental, and Vision Insurance
- Life and Disability Insurance
- Health Savings Account with 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