Senior Associate, Wealth Solutions

2 weeks ago

Dallas TX United States HighTower Advisors Full time
Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 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 vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
As a Senior Associate, Wealth Solutions, you will assist our Directors/Executive Directors in providing financial and estate planning solutions to advisors' clients. You will work closely with cross-functional teams, including Advisor Engagement, Marketing, and others to achieve our growth and business objectives
What You'll Do
• Cultivate and maintain strong relationships with advisors to help drive, facilitate and implement Wealth Solutions offerings including Hightower Trust Company services
• Assist Directors/Executive Directors with providing comprehensive, personalized financial advice, estate planning strategies, charitable giving opportunities, and tax optimization solutions tailored to clients' specific circumstances
• Help Directors/ Executive Directors create detailed financial plans for clients, including retirement planning, estate distribution, and wealth transfer strategies
• Stay up-to-date with evolving estate laws and tax regulations, incorporating changes into clients' financial and estate plans as necessary
What You'll Bring
• Bachelor's degree in finance, economics, business, or a related field
• 3-4+ years of relevant work experience
• Passion for continuous learning and keeping up-to-date with industry advancements
What We Offer
• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother's lounge onsite
• Flexible PTO plan
• Hybrid model work schedule (50% in office)
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
AN EQUAL OPPORTUNITY EMPLOYER: We are an equal opportunity employer and do 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.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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