Private Wealth Specialist

Your Future Team

Twickenham Advisors operates as a business unit within Hightower Advisors, an advisor-owned financial services company. Our team provides financial services primarily to high-net-worth individuals and families, including financial planning, development of an investment strategy and implementation of actions that support our clients' goals.

Private Wealth Specialist: Twickenham Advisors is looking for a candidate who is highly organized, detail oriented, has experience serving others, and a capability to multitask in a fast-paced environment. You have two or more years of experience in financial services. You have strong interpersonal skills, including the ability to easily engage others in dialogue, build relationships, and demonstrate a commitment to providing quality service to our clients. You will be a team player who can easily collaborate with partners and colleagues to achieve a common goal. We ask that you have strong ethical standards and a high level of confidentiality.

What You'll Do

• Maintain clients financial advisory accounts
• Manage recordkeeping of client correspondence and approvals
• Use group's different applications (Outlook, Concur, Salesforce, Box, and Custodial Systems) to update and maintain client related workflows
• Provide client service for money movement
• Maintain physical and digital files according to team standards
• Assist clients with gifting services
• Process daily account flows
• Respond to routine inquiries from clients
• Provide support to onboard new clients
• Help with the preparation documents for client meetings
• Attend compliance and continuing education training sessions as needed by regulatory agencies and our practice e
• Coordinate, attend, and prepare for team meetings, team scheduled events, and special occasions
• Provide Family Office Services to clients
• Work directly with advisors and clients on all administrative tasks

What You'll Bring

• Strong interpersonal skills and a natural ability to build immediate relationships with personnel and clients
• Flexible, collaborative, and willing to perform other tasks as assigned
• Detail-oriented with ability to prioritize and organize workflow
• Excellent customer-facing skills
• Able to work independently and is also comfortable with close teamwork
• 2 or more years' financial services experience
• Series 7 license preferred
• Strong Microsoft Office (Outlook, Word, Excel) knowledge required
• Experience in DST Vision and Wealthscape is a plus

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)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

Hightower's Story

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., the firm operates as a registered investment advisor (RIA).

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.

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.