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Hightower Advisors · 7 hours ago

Wealth Advisor - RDM Financial Group

Westport, CT

Full-time

Onsite

Senior Level

5+ years exp

Hightower Advisors is a wealth management firm founded in 2008 that provides comprehensive financial services to individuals and corporations. The Wealth Advisor at RDM Financial Group is responsible for managing client relationships, delivering financial planning and investment advice, and contributing to business development efforts to enhance client outcomes.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

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

Qualification

CFPFinancial PlanningWealth ManagementFinancial Planning SoftwareSeries 7 LicenseCIMACPASalesforceRelationship BuilderIntellectual CuriosityInterpersonal SkillsTeam Player

Required

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

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

Benefits

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)

Clear steps and goals for career progression, on the job training, support, and resources for career development

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