Associate Wealth Advisor - Hightower Signature Wealth
HighTower Advisors, San Ramon, CA, United States
Associate Wealth Advisor
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).
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:
Familiarity with 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 $60,000-$65,000 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
Pet insurance
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.
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).
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:
Familiarity with 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 $60,000-$65,000 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
Pet insurance
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.