Virtus

The Lead Advisor will partner with the Business Development Officer to manage client relationships and develop new business opportunities. They are responsible for providing comprehensive wealth management, financial planning, and investment advisory services to high-net-worth clients.

The Lead Advisor partners with the Business Development Officer to manage high-net-worth client relationships and support new business growth. Responsibilities include developing customized investment proposals and providing comprehensive financial, estate, and tax planning advice.

The Lead Advisor partners with the Business Development Officer to manage high-net-worth client relationships and support new business growth. Responsibilities include creating customized investment proposals, providing comprehensive financial planning, and conducting regular portfolio reviews.