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Hightower Advisors · 8 hours ago

Wealth Management Associate - Private Vista (1)

Oak Brook, IL

Full-time

Hybrid

Entry, Mid Level

$75K/yr - $100K/yr

2+ years exp

Hightower Advisors is a wealth management firm dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. As a Wealth Management Associate, you will support a Senior Advisor and manage client relationships while developing your skills in financial planning and business development.

Financial Services

Comp. & Benefits

Responsibilities

Client Management: Oversee a client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management

Technical Experience Analyze data, design financial plans, and present them effectively to the client base. Stay current with tax laws and serve as a resource for the team. Participate in best practice events to enhance your knowledge and skills

Business Development: Develop referrals from your existing clients and your professional network to expand our client base. While business development will not be required in the early stages of this role, It will be important for ongoing career and compensation growth

Client Segmentation: Manage a book of clients, providing tailored financial advice and solutions

Qualification

Financial PlanningClient ManagementCFP CertificationData AnalysisEthical StandardsCommitment to ExcellenceEntrepreneurial SpiritRelationship Building

Required

2+ years of work experience

Relationship building and management skills

Passion for the financial planning business and a genuine interest in helping clients achieve their goals

High ethical standards and integrity in all business dealings

Commitment to excellence and continuous improvement

Entrepreneurial spirit, demonstrated through personal investment in your professional growth and the firm's future

Preferred

CFP Preferred not required

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

40-hour work week, with year-round 5-hour Fridays

Hybrid in Office Policy

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