Wealth Advisor - Hightower Signature Wealth

Hightower Advisors • Westport, CT

5d

About The Position

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., we operate as a registered investment advisor (RIA).
By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others' perspectives, and have an uncompromising dedication to excellence.
We are looking for a successful Wealth Advisor who truly loves helping people navigate their complex financial lives. You will bring Hightower's mission to life, and in doing so, will directly deliver quality client service to our high-net-worth families. You will report to the Chief Operating Officer.

Requirements

• BS degree in Finance or related field
• Industry designations: CFP, CIMA, CPA, or others
• Series 7 License; 65 or 66 licenses. Insurance licenses ideal.
• 5 or more years of experience in Financial Planning and/or Wealth Management.
• Knowledge of insurance/financial services industry, and markets across multiple asset classes.
• Demonstrable ability to communicate, present, and influence key stakeholders at all levels of an organization.
• Technical skills including financial planning software (eMoney), tax planning (Holistiplan), CRM (Salesforce), various investment platforms.
• Attitude of life-long learning and intellectual curiosity.
• Relationship Builder. Strong interpersonal skills and a natural ability to build immediate relationships.
• Team player able to work in a collegial and close collaboration environment.
• Experience delivering client-focused solutions and developing efficient strategies to "power” complex and diverse advisor practices.

Responsibilities

• Take primary responsibility for all aspects of a client relationship, working closely to understand the financial situation and requirements.
• Meet with clients to form a financial plan, including expenses, income, investments and portfolio allocation, insurance coverage, goals, tax status, and risk tolerance.
• Conduct in-depth client reviews to uncover new business opportunities.
• Be an important member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth.
• Collaborate with other tax, legal, and insurance professionals to develop a client's entire financial roadmap and ensure progress in achieving goals.
• Use the practice's client-centered wealth management philosophy to guide advisory services for individual clients and their families.
• Become active in the practice's business development strategies and source new client relationships.
• Introduce our services and value proposition to prospective relationships.
• Build a wider network of clientele.
• Target and foster relationships with centers of influence (COI's), new business opportunities, family offices, and other niche markets.
• Support the practice's overall financial planning process with analysis and preparation of prospective and current clients' planning and investments.
• Review client accounts to determine if adjustments are needed because of personal or financial changes.
• Contact clients and prospective clients with relevant information about market updates that may affect their investments.
• Systematically communicate with prospective clients and track progress.
• Be involved in your community while representing Hightower.
• Become a Trusted Advisor for our clients and Centers of Influence.

Benefits

• Base salary, discretionary EOY bonus, plus incentive compensation/revenue sharing
• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible Benefits (FSA, Pretax transportation, HSA Employer Contributions)
• HIGHflex PTO plan
• Clear steps and goals for career progression, on the job training, support, and resources for career development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level