Associate Wealth Advisor - Hightower Signature Wealth
$75k - $80kHightower Advisors
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). The Role We are looking for an Associate Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, a proactive learner who performs at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Senior Wealth Advisor. You have strong professional communication and interpersonal skills. You can motivate yourself to manage a variety of tasks and solve problems with little oversight. You will have experience and attributes in the following areas: Strong organizational skills and follow-through to monitor progress Introductory understanding of financial planning concepts, advisory operations, and client paperwork Education or work experience in the wealth management field What You’ll Do Onboard new clients Help with preparation for and follow-up from client reviews Respond to client service requests Prepare investment proposals Support multiple roles across the practice – advisory, financial planning, operations, and relationship management – through a variety of tasks Follow and have knowledge of regulatory requirements What You’ll Bring 3 or more years of experience in investment management business CFP® certification or on track to obtain certification Securities representative licenses, Series 65 or 66 Introductory knowledge of different financial planning and investment concepts Demonstrated analytical and problem-solving skills Able to handle multiple undertakings at once, ranging from analytical to relational tasks Team-oriented to support a growing advisory practice Experience with eMoney, Salesforce, and Tamarac a plus What We Offer Annual base salary of $75,000-$80,000 based on qualifications and experience Coverage on the first day of employment for Medical, Dental, and Vision insurance Paid parental leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver) 401k Matching plan HSA Employer contributions Student loan assistance
AN EQUAL OPPORTUNITY EMPLOYER
Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC. You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future. #J-18808-Ljbffr Hightower Advisors$75k - $80k
Associate Wealth Advisor - Hightower Signature Wealth 3160 Crow Canyon Rd, San Ramon, CA 94583, USA Job Description Hightower's Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals...SuggestedPermanent employmentWork experience placementLocal area$100k - $120k
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals... ...empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve...SuggestedPermanent employmentLocal areaImmediate start- Hightower Advisors seeks an Associate Wealth Advisor to be a relationship builder with strong communication and a problem-solving mindset. You will report to the Senior Wealth Advisor and manage tasks across advisory, planning, operations, and relationships. You have 3...Suggested
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...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...Local area- ...the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ..., and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...Full timeWork at office
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...Full Time Salary Range: $60,000.00 - $120,000.00 Job Category: Advisor EP Wealth Advisors (EPWA) is a wealth management advisory firm with... ...an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges...Full timeTemporary workWork at officeImmediate startFlexible hours- ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ...service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...Work at office
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