Hightower Advisors · 1 week ago
Private Wealth Specialist - Twickenham Advisors
Huntsville, AL
Full-time
Onsite
Entry Level
2+ years expHightower Advisors is a wealth management firm that provides financial services primarily to high-net-worth individuals and families. The Private Wealth Specialist will maintain client financial advisory accounts, manage correspondence, and provide support for client services while collaborating with advisors and team members.
Financial Services
No H1B
Responsibilities
Maintain clients financial advisory accounts
Manage recordkeeping of client correspondence and approvals
Use group's different applications (Outlook, Concur, Salesforce, Box, and Custodial Systems) to update and maintain client related workflows
Provide client service for money movement
Maintain physical and digital files according to team standards
Assist clients with gifting services
Process daily account flows
Respond to routine inquiries from clients
Provide support to onboard new clients
Help with the preparation documents for client meetings
Attend compliance and continuing education training sessions as needed by regulatory agencies and our practice
Coordinate, attend, and prepare for team meetings, team scheduled events, and special occasions
Provide Family Office Services to clients
Work directly with advisors and clients on all administrative tasks
Qualification
Required
Highly organized
Detail oriented
Experience serving others
Capability to multitask in a fast-paced environment
Two or more years of experience in financial services
Strong interpersonal skills
Ability to easily engage others in dialogue
Ability to build relationships
Demonstrate a commitment to providing quality service to clients
Team player who can easily collaborate with partners and colleagues
Strong ethical standards
High level of confidentiality
Strong Microsoft Office (Outlook, Word, Excel) knowledge required
Preferred
Series 7 license
Experience in DST Vision and Wealthscape
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
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
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