Private Wealth Advisor - Twickenham Advisors

Hightower Advisors•Huntsville, AL

5d•Onsite

About The Position

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.

Requirements

5 or more years of direct client-facing experience in the investment / wealth management business
Required Series 7, Series 63 & 65 or 66
Have the skills to connect with clients/prospects to discover their true motivations and priorities with their monies
Motivated for success
Bring enthusiasm to our team
Ability to hit the ground running with building trust and confidence with existing and new clients
Natural desire to be a problem solver
Work effectively and respectfully in a team environment; ready to pitch in
Ability to manage changing priorities and set expectations with others
Excellent written and verbal communication skills with the ability to simplify complex concepts for clients with different levels of investment experience

Nice To Haves

CFP® certification is desired
Desired experience in tools like eMoney, Salesforce, Black Diamond, etc.
High level tax planning and estate planning experience preferred

Responsibilities

Maintain and expand existing client relationships ensuring the successful transition and retention of clients
Attract and develop new client relationships by promoting a network of COI’s, referrals and community involvement, in addition to working with prospective clients
Oversee the preparation of client financial plans and comprehensive client wealth management reviews, and present these to clients
Establish 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 lives
Maintain frequent contact with clients including periodic out of state travel for in-person meetings
Regularly communicate with clients regarding their financial plan, updating them with circumstances, needs and objectives as well as reviewing investment performance
Educate clients about market conditions and evidence-based investment principles, regulatory or tax changes, and other factors that may influence clients’ decisions or behavior
Participate in Investment Committee discussions around asset allocation and security selection
Work with the team on larger and more complex client situations
Identify and nurture potential clients
Become familiar with our client service offerings, including planning, investments and other value-added services
Participate in projects and internal working groups to ensure maximum delivery of value to clients in our programs
Represent Twickenham Advisors in sponsored partnership and events and in the broader community through philanthropy and other event opportunities
Work with potential clients and their legal and accounting professionals/advisors to help improve our client's individual, business, tax, and estate plans
Develop personal business plan to help achieve revenue and business objectives
Track pipeline and communicate results with Advisor’s Manager
Build productive relationships with co-workers, vendors, and other important contacts
Stay up to date with industry changes through continuing education with emphasis