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Hightower Advisors · 6 days ago

Private Wealth Associate - Crest Capital Advisors

San Diego, CA

Full-time

Onsite

Mid Level

$100K/yr - $150K/yr

3+ years exp

Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services. They are seeking a Private Wealth Associate to deliver high-quality service to clients, manage client accounts, and support the administration of financial accounts.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Responsibilities

Provide white glove level of service to clients, delivering administration of client financial accounts and associated money movement

Produce client balance sheet, meeting materials, interface with clients with all aspects of money movement and asset / liability management

Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts

Onboard new client accounts through collection of client information and necessary documentation

Establish new investment accounts – drafting letters, preparing customer welcome packets

Respond to questions regarding accounts, policies, and procedures

Review daily activity and reconcile current client activity, fund transfers and previous day activities to ensure accuracy

Process client requests (wires, checks, journals, etc.)

Assist clients with establishing online access for statements and confirm

Maintain client files

Qualification

Financial Services experienceSeries 7/66MS Office applicationsClient service skillsCommunication skillsAttention to detailTime managementTeamwork

Required

3+ years of experience in Financial Services

1+ years of experience in customer service

Work with clients in person and over the phone in a professional manner

Series 7/66 or 63/65 required

Experience in MS Office applications, such as Word, Excel, and Outlook

Acquire a working knowledge of the portfolio of accounts

High level client service skills

Ability to work effectively in a team environment or independently

Preferred

BA/BS degree in business, finance or related field preferred

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

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