Full-Time

Senior Financial Planner/Wealth Strategist

Virtus Investment Partners

Virtus Investment Partners

201-500 employees

Multi-manager investment management for clients

Compensation Overview

$115k - $140k/yr

+ Bonuses + Incentives

No H1B Sponsorship

Los Angeles, CA, USA

In Person

Up to 20% travel required.

US Citizenship Required

Category
Finance & Banking (1)

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Requirements
  • Certified Financial Planner certification is required.
  • Five to ten or more years of experience working with high-net-worth or ultra-high-net-worth clients in a registered investment advisor, multi-family office, or similar environment.
  • Demonstrated expertise in tax planning and strategy for individuals, trusts, and closely held businesses.
  • Strong client presence and the ability to translate technical concepts into clear, actionable recommendations.
  • The ability to collaborate effectively and maintain intellectual curiosity while delivering high-impact advice.
  • U.S. citizenship or lawful permanent residency is required as a condition of employment.
Responsibilities
  • Lead the development of advanced financial plans emphasizing income tax, capital gains planning, concentrated stock, liquidity events, and multistate considerations.
  • Partner directly with Wealth Advisors in client meetings to present recommendations and guide decision-making for sophisticated ultra-high-net-worth clients.
  • Design and evaluate trust and estate planning structures.
  • Design and evaluate charitable planning strategies involving donor-advised funds, foundations, charitable remainder trusts, and charitable lead trusts.
  • Design and evaluate tax-efficient portfolio withdrawal and distribution strategies.
  • Design and evaluate business owner and pre- and post-liquidity planning strategies.
  • Collaborate with external certified public accountants and estate attorneys to ensure cohesive, well-executed client strategies.
  • Identify and quantify tax alpha opportunities within client portfolios and planning recommendations.
  • Review and elevate planning work completed by other team members, ensuring exceptional quality and depth.
  • Stay current with evolving tax law and planning strategies and contribute to the firm’s intellectual capital.
  • Support business development efforts by demonstrating the firm’s differentiated planning capabilities in prospective client situations.
Desired Qualifications
  • CPA, enrolled agent, or an advanced tax background.
  • Prior experience preparing or reviewing high-net-worth tax returns.
  • Experience analyzing and explaining equity compensation, business sales or exit planning, and trust structures and wealth transfer strategies.
Virtus Investment Partners

Virtus Investment Partners

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Virtus Investment Partners provides investment management services to individuals and institutions. It operates a multi-manager platform made up of several affiliated managers, each with its own investment style, autonomous investment process, and distinct brand. This means the company offers a range of investment approaches under one umbrella, rather than a single, unified strategy. Investors access products and services that aim to meet diverse needs through these different managers. The company emphasizes integrity, quality, and strength as its core values and strives to help clients achieve success with their investments by focusing on responsible stewardship and client outcomes.

Company Size

201-500

Company Stage

IPO

Headquarters

Hartford, Connecticut

Founded

2008

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Simplify Jobs

Simplify's Take

What believers are saying

  • Virtus reported $149 billion AUM in June 2026 and $1.6 billion other fee-earning assets.
  • Q2 2026 net outflows improved to $5.6 billion from $8.4 billion in Q1.
  • ETF AUM reached $5.4 billion in Q1 2026, up 58% year-over-year.

What critics are saying

  • Quality equity strategies still drove $5.6 billion Q2 2026 outflows, weakening the core franchise.
  • AUM fell from $159.5 billion to $149.0 billion in Q1 2026, squeezing fees.
  • Persisting quality underperformance into 2027 leaves Virtus dependent on shrinking legacy equity mandates.

What makes Virtus Investment Partners unique

  • Virtus runs a multi-boutique platform across equities, fixed income, ETFs, and alternatives.
  • Keystone and Crescent Cove expand Virtus into private credit and venture-growth markets.
  • AlphaSimplex Global Macro ETF and Seix AAA Private Credit CLO ETF broaden product reach.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Flexible Spending Accounts including Dependent Care

Wellness Program

Tuition Reimbursement

24-Hour Employee Assistance Program

Adoption Assistance

Parental Leave

Remote Work Options

Company News

Yahoo Finance
Feb 6th, 2026
Virtus AUM drops to $159B amid quality equity outflows, expands into private markets with Keystone and Crescent Cove deals

Virtus Investment Partners reported fourth quarter assets under management of $159 billion, down from $169 billion, due to net outflows of $8.1 billion and market performance. The outflows were almost entirely driven by quality-oriented equity strategies, which represent half of AUM but have underperformed amid market preference for momentum-driven stocks. Total sales reached $5.3 billion compared with $6.3 billion in the third quarter. The operating margin declined to 32.4% from 33%, whilst earnings per share fell to $6.50 from $6.69. The company is expanding into private markets with a pending acquisition of a 56% stake in Keystone National Group, a private credit manager with $2.5 billion in assets, and a 35% investment in Crescent Cove, a venture growth manager with over $1 billion in AUM.

Business News Today
Dec 6th, 2025
Can Virtus gain an edge in alternative credit? Inside its $200m bet on Keystone National Group

Can Virtus gain an edge in alternative credit? Inside its $200m bet on Keystone National Group. Discover how Virtus is expanding into private credit with a $200M acquisition of Keystone National Group. Find out what this means for investors. Virtus Investment Partners, Inc. (NYSE: VRTS) has signed a definitive agreement to acquire a majority interest in Keystone National Group, a move that significantly expands Virtus's presence in private credit and asset backed lending. The transaction, valued at $200 million in upfront cash with the potential for $170 million in future earn out payments tied to Keystone's revenue performance, is expected to close in the first quarter of 2026 subject to regulatory approvals and customary closing conditions.

Investing.com
Oct 1st, 2025
Virtus Investment Partners enters new $650 million credit agreement By Investing.com

Virtus Investment Partners enters new $650 million credit agreement

Yahoo Finance
Aug 5th, 2025
Virtus Introduces Virtus AlphaSimplex Global Macro ETF

Virtus introduces Virtus AlphaSimplex Global Macro ETF.

The Martin Group of Companies
Mar 14th, 2025
HW Martin (Traffic Management) Ltd and Virtus Celebrate Multiple Wins at the National Highways Industry Awards

HW Martin (Traffic Management) Ltd and Virtus celebrate multiple wins at the National Highways Industry Awards.