Hightower Advisors · 1 week ago
CPA - Wisehaupt Bray Asset Management
Palm Beach Gardens, FL
Full-time
Onsite
Mid Level
3+ years expHightower Advisors is a wealth management firm that provides investment, financial, and retirement planning services. The role involves supporting financial advisors in preparing for client meetings and managing financial planning software to assist in creating comprehensive financial plans.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Prepare client meeting materials
Use financial planning software to support the advisor team
Input client data and support the financial advisor team with comprehensive financial plans
Manage performance reporting software and asset allocation programs
Communicate with advisors and service team
Create monthly reports and assist with data analysis
Qualification
Required
Bachelor's degree in business, finance, financial planning, or a relevant field
3+ years of industry experience
Takes initiative and prides themselves on precision and reliability
Excellent at conveying ideas, both in writing and speaking
Experienced with financial planning tools
Work well with a team to achieve common goals
Preferred
CPA designation is a plus
Recent graduates in financial planning fields are encouraged to apply
Benefits
Coverage on the first day of employment for medical, dental, and vision insurance
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Company
Hightower Advisors
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 2008Westport, Connecticut, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Oros
Chairman and Chief Executive Officer
Dan Watanapongse
CFO
Recent News
Institutional Investor
2025-10-07
Institutional Investor
2025-09-30
Company data provided by crunchbase