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Hightower Advisors · 1 day ago

Associate Wealth Advisor - Argent Wealth Management

Waltham, MA

Full-time

Hybrid

Entry, Mid Level

$75K/yr - $125K/yr

2+ years exp

Hightower Advisors is a wealth management firm that provides investment, financial, and retirement planning services. They are seeking an Associate Wealth Advisor to support comprehensive wealth management solutions, focusing on tax-efficient planning and strengthening client relationships.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Responsibilities

Prepare individual and trust tax projections, returns and conduct tax research

Support a Lead Advisor in the following: Help with analyses and preparation of prospective and current clients’ investments, estate and financial plans

Participate in detailed client meetings to support the planning process, reinforce client confidence, and ensure alignment with their financial goals

Systematically contact clients and prospective clients with relevant information about market updates that may affect their investments

Work with Lead Advisor to incorporate strategy for referrals/introductions along with building your own network through fostering relationships with COIs

Support business development efforts by helping to cultivate new client relationships in coordination with the advisory team

Beginning around February 1st of each year through April 15th, primary focus and role is tax return preparation. This may include extra hours and workload

Each quarter will prepare tax estimates for tax clients

Qualification

Wealth management experienceTax return preparationCFP designationCPA/CFA/JDSeries 7 LicenseIncome taxation knowledgeCCH Axcess softwareAnalytical skillsClient service commitmentInterpersonal skillsTeam player

Required

Minimum 2-5 years of relevant wealth management experience; experience with individual, trust and gift tax return preparation is highly preferred

CFP designation is preferred; CPA/CFA/JD highly desirable

Series 7 License; 65 or 66 licensing

Knowledge of income taxation relating to advising HNW and UHNW relationships

Familiar with CCH Axcess and BNA Income Tax Planner or equivalent software

Willingness and desire to support all facets of wealth management

Knowledge of markets across multiple asset classes

Team player able to work in a collegial and collaborative environment

A commitment to client service, with incredible follow through

Unwavering integrity and ethical judgment encouraging trust and accountability in all client and team interactions

Professional verbal and written communication, analytical skills, interpersonal skills, and the ability to motivate self and others to deliver quality output

A flexible approach to scheduling and a willingness to travel are necessary

Preferred

Experience with individual, trust and gift tax return preparation is highly preferred

CFP designation is preferred; CPA/CFA/JD highly desirable

Benefits

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

Hybrid work schedule (minimum 50% in office)

Company

Hightower Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008

Westport, Connecticut, USA

201-500 employees