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Senior Wealth Advisor

5 months ago

Sarasota, United States HighTower Advisors Full time

Who We Are

Founded by Matt Otto, CFP, AIF, over 25 years ago, The Otto Group joined Hightower Advisors in 2016. The partnership enabled our firm to provide a broad range of investment and wealth management services to our select group of clients, while acting as a true fiduciary. We believe that operating within a model focused on service rather than sales results in a boutique, personalized wealth management approach, while providing sophisticated investment products and solutions. Strategically positioned, Hightower Advisors has access to institutional-grade investment solutions and resources, thus are less restricted than most advisors and large brokerage firms. Our licensed professionals customize investment and planning solutions as they guide clients on their roadmap to financial wellness.

The Role

We are looking for an experienced Senior Wealth Advisor who is a relationship builder at heart, with strong verbal, written, and communication skills. You will demonstrate next level thinking and a strong problem-solving mindset that excels in a fast-paced and evolving organization. As a member of our executive leadership team, you are self-motivated, adept at managing client relationships, perform at a high level under variable workloads, and have experience making a positive impact on client's lives.

We ask that you have experience working with ultra- and high-net worth individuals in different formats such as: integrating economic insights, market developments, portfolio positioning, and contributing to client-focused presentations. You will be asked to lead a team of advisors and guide the operation of our organic and inorganic growth of the firm.

You will report to the Managing Director. #LI-Onsite

What You'll Do

  • Maintain and expand existing client relationships, contributing to a first-class onboarding experience for new client relationships
  • Establish client investment goals, asset allocation, risk tolerance, cash flow planning, and due diligence
  • Develop, implement, and monitor customized financial plans
  • Manage and deliver our advanced planning offering
  • Conduct portfolio and planning reviews
  • Prepare investment proposals
  • Collaborate with our referral partners and grow our center of influence model
  • Support and implement alongside our business development efforts and lead team growth goals and projects
  • Follow and have knowledge of regulatory requirements

What You'll Bring

You have an established book of clients to manage and provide an impeccable experience.

You will have experience and attributes in the following areas:

  • The ability to connect with clients on a deeper level to discover their true motivations and priorities
  • Experience with financial planning concepts; experience delivering applicable advice and partnering with clients in implementing a financial plan
  • Experience with tax, advanced planning, estate and trust, and philanthropic strategies
  • Experience developing client relationships - through high retention rate, increased wallet share capture, and receiving referrals
  • You are motivated for success. You will bring enthusiasm to our team as we continue our growth trajectory

Required Experience

  • You have 7 or more years of experience in investment / wealth management business
  • CFP certification or the ability to attain certification within 12 months
  • Excellent quantitative skills-can provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client)
  • Knowledgeable in advanced planning concepts to include personal tax, asset management, financial planning, insurance, trust and estate, and retirement planning
  • Demonstrate analytical skills
  • Team-oriented individual to support a growing advisory practice
  • Experience with eMoney, Salesforce, and Black Diamond
  • Securities representative licenses (Series 7 and 66)

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)
  • PTO plan
  • 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 on 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 have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.