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Investment Portfolio Strategist

2 months ago

Marlton, New Jersey, United States HighTower Advisors Full time
About Us

At Hightower Advisors, we have been dedicated to guiding families in reaching their financial aspirations. Our mission is encapsulated in our guiding principle: "Your Interest Before Ours." As a fee-only fiduciary firm, we prioritize understanding the unique needs of each client, ensuring an exceptional customer experience that resonates long after our interactions. With over $1 billion in client assets managed globally, we blend personalized service with cutting-edge technology to provide a holistic investment management experience. We are currently seeking an Investment Portfolio Strategist to become an integral part of our team, reporting directly to the Chief Operating Officer.

Key Responsibilities
  • Maintain a comprehensive and up-to-date understanding of global economic trends, market conditions, and individual securities.
  • Contribute insights and strategic perspectives to the development and adjustment of our tactical investment strategies.
  • Offer constructive feedback on peer presentations, enhancing the investment decision-making process and outcomes.
  • Play a pivotal role in the evolution of our investment methodologies, identifying opportunities that enhance client portfolios and sustain our competitive edge.
  • Utilize various analytical tools and platforms to support investment decisions and client interactions.
  • Engage with clients daily to address portfolio management inquiries and provide tailored advice.
  • Initiate discussions with clients regarding portfolio management, identifying potential investment opportunities within existing relationships.
  • Stay informed on market conditions through reputable financial publications and databases.
  • Meet with clients to review and adjust portfolio strategies, financial planning, and tax implications.
  • Execute client account modifications and ensure all necessary documentation is completed accurately.
  • Assist marketing teams in developing proposals and organizing client meetings.
  • Uphold high standards in delivering an exceptional client experience and act as a key member of the client service team.
  • Participate in community outreach and represent the firm in various professional settings.
  • Occasional travel may be required for client meetings and investment research.
Qualifications
  • Minimum of 7 years of experience in Wealth Management or Investment Strategy.
  • Proven experience engaging high-net-worth families in investment discussions with professionalism.
  • Bachelor's Degree required; CFP, CFA, or MBA preferred.
  • Possession of Series 63, 65, or 66 licenses.
  • Strong interest and knowledge in finance, economics, and global capital markets.
  • Ability to think strategically, employing both qualitative and quantitative analysis.
  • Resourceful problem solver with strong analytical skills.
  • Excellent communication skills, both written and verbal, for effective client interaction.
  • Ability to handle sensitive information with discretion and professionalism.
  • Strong presentation skills and proficiency in Microsoft Office Suite.
  • Familiarity with investment software and platforms is advantageous.
  • Commitment to compliance and understanding of industry regulations.
What We Provide
  • Comprehensive medical, dental, and vision insurance from day one.
  • Generous parental leave policy.
  • 401k matching program.
  • Support for student loan repayment.
  • Flexible benefits options.
  • Company-sponsored life and disability insurance.
  • Charitable contribution matching program.
  • Pet insurance options.
Our Commitment

Hightower Advisors is proud to be an equal opportunity employer, committed to creating an inclusive environment for all employees. We do not discriminate based on any protected characteristic and are dedicated to ensuring that our workplace reflects the diversity of the communities we serve.