Senior Wealth Advisor
4 weeks ago
We are seeking an experienced Senior Wealth Advisor to join our team at Hightower Advisors. As a key member of our executive leadership team, you will be responsible for maintaining and expanding existing client relationships, contributing to a first-class onboarding experience for new client relationships, and establishing client investment goals, asset allocation, risk tolerance, cash flow planning, and due diligence.
Key Responsibilities- Maintain and expand existing 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
- 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)
Hightower Advisors 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.
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