Junior Associate, Wealth & Retirement Advisory

Virtus Capital is looking for a motivated Junior Associate to join their Wealth Management and Retirement Plan Advisory team. This role is perfect for someone early in their career who wants to gain hands-on experience in a hybrid sales and client administration position. You’ll work closely with the firm’s Managing Executive and have the chance to support business development and client management efforts.

What You’ll Do

• Support business development and manage relationships with clients.
• Help prepare client proposals and investment reviews.
• Participate in client meetings and provide follow-up support.
• Manage client communications and service inquiries.
• Assist in organizing marketing efforts and client education materials.
• Contribute to strategic growth initiatives with the team.

What You Need

• 1–3 years of experience in wealth management, financial planning, or retirement plans.
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Excellent communication and organizational skills.
• Strong attention to detail and ability to manage multiple priorities.
• Motivated self-starter who enjoys working independently and in a team.
• FINRA licenses (SIE, Series 6, 7, 65, and/or 66) are a plus, but not required.

What You’ll Love

• Base salary that matches your experience.
• Opportunity for sales-based commissions for new client acquisition.
• Hybrid work model with flexibility for remote work.
• Mentorship and direct collaboration with experienced professionals.
• Clear growth track within a boutique advisory firm.

About the Firm

• Virtus Capital is a growing firm focused on wealth management and retirement plan advisory.
• Located in Alexandria, Virginia, offering a hybrid work environment.
• They prioritize hands-on experience and professional development.
• The firm serves both private wealth and qualified plan clients.