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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 Advisor: We are looking for an experienced Private Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving practice. You are self-motivated, adept at managing client relationships, perform at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to a Managing Director.What You'll DoMaintain and expand existing client relationships ensuring the successful transition and retention of clientsAttract and develop new client relationships by promoting a network of COI's, referrals and community involvement, in addition to working with prospective clientsOversee the preparation of client financial plans and comprehensive client wealth management reviews, and present these to clientsEstablish client investment goals not limited to: asset allocation, risk tolerance, cash flow planning, etc.Develop strong relationships with clients becoming a trusted resource for all aspects of their financial livesMaintain frequent contact with clients including periodic out of state travel for in-person meetingsRegularly communicate with clients regarding their financial plan, updating them with circumstances, needs and objectives as well as reviewing investment performanceEducate clients about market conditions and evidence-based investment principles, regulatory or tax changes, and other factors that may influence clients' decisions or behaviorParticipate in Investment Committee discussions around asset allocation and security selectionWork with the team on larger and more complex client situationsIdentify and nurture potential clientsBecome familiar with our client service offerings, including planning, investments and other value-added servicesParticipate in projects and internal working groups to ensure maximum delivery of value to clients in our programsRepresent Twickenham Advisors in sponsored partnership and events and in the broader community through philanthropy and other event opportunitiesWork with potential clients and their legal and accounting professionals/advisors to help improve our client's individual, business, tax, and estate plansDevelop personal business plan to help achieve revenue and business objectivesTrack pipeline and communicate results with Advisor's ManagerBuild productive relationships with co-workers, vendors, and other important contactsStay up to date with industry changes through continuing education with emphasis Qualities and TraitsHave the skills to connect with clients/prospects to discover their true motivations and priorities with their moniesMotivated for successBring enthusiasm to our teamAbility to hit the ground running with building trust and confidence with existing and new clientsNatural desire to be a problem solverWork effectively and respectfully in a team environment; ready to pitch inAbility to manage changing priorities and set expectations with othersExcellent written and verbal communication skills with the ability to simplify complex concepts for clients with different levels of investment experience What You'll Bring5 or more years of direct client-facing experience in the investment / wealth management businessCFP certification is desiredDesired experience in tools like eMoney, Salesforce, Black Diamond, etc.High level tax planning and estate planning experience preferredRequired Series 7, Series 63 & 65 or 66 What We OfferMedical, Dental, and Vision Insurance401k Matching PlanPaid Parental LeaveFlexible PTO PlanAN 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.
