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Hightower Advisors · 1 day ago

Wealth Advisor - Resource Consulting Group

Orlando, FL

Full-time

Onsite

Mid Level

3+ years exp

Hightower Advisors is a wealth management firm that provides investment, financial, and retirement planning services. They are looking for a Wealth Advisor to assist in understanding clients’ financial situations and provide quality client service while collaborating with colleagues and vendors.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Responsibilities

Assist Wealth Advisor team as a contact for client relationships in performing multiple financial planning duties for new and existing clients

Prepare and review information needed for client meetings

Assist in client meetings and present information

Assign, monitor and complete tasks in CRM

Assist clients in the decision-making process with issues related to tax, estate planning, charitable giving, multi-generational planning

Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc

Document client conversations and activities in CRM

Monitor clients’ portfolios daily. Make trades resulting from client deposits, withdrawals, rebalancing and annual tax trading

Review investment and trading issues

Provide backup relationship management for accounts served by other advisors and support to the team

Stay abreast of industry changes through continuing education with emphasis on becoming a subject matter expert in specific area

Participate in client referral conversations and build network with centers of influence

Participate as a member of different internal committees

Qualification

Financial planning knowledgeInvestment management knowledgeCertified Financial Planner (CFP)Chartered Financial Analyst (CFA)Client-centric skillsAnalytical skillsInterpersonal skillsCommunication skillsOrganizational skillsTeam player

Required

Knowledge of all aspects of financial planning and investment management

Interpersonal, listening and written/verbal communication and presentation skills

Organized, analytical, detail oriented, able to multi-task and proactively analyze and solve complex matters

Demonstrated client-centric skills including a strong customer service orientation

Able to work with the highest standards of confidentiality and ethics

Able to project a professional image to clients

Team player, collaborative, able to work well with all levels of the practice, and with clients

Involvement in community, civic and professional organizations

Bachelor's Degree

Certified Financial Planner (CFP®) required for providing financial planning advice. CFP® or Chartered Financial Analyst (CFA) required for providing investment advice

Three years of financial planning or investment advisory experience

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, Pre-tax transportation, HSA Employer Contributions)

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