Hightower Advisors · 6 hours ago
Private Wealth Advisor - Twickenham Advisors
Huntsville, AL
Full-time
Onsite
Senior Level
5+ years expHightower Advisors is an advisor-owned financial services company that operates through Twickenham Advisors, focusing on high-net-worth individuals and families. They are seeking an experienced Private Wealth Advisor to manage and expand client relationships, develop financial plans, and provide investment guidance while ensuring a positive impact on clients' financial lives.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Maintain and expand existing client relationships ensuring the successful transition and retention of clients
Attract and develop new client relationships by promoting a network of COI’s, referrals and community involvement, in addition to working with prospective clients
Oversee the preparation of client financial plans and comprehensive client wealth management reviews, and present these to clients
Establish client investment goals not limited to: asset allocation, risk tolerance, cash flow planning, etc
Develop strong relationships with clients becoming a trusted resource for all aspects of their financial lives
Maintain frequent contact with clients including periodic out of state travel for in-person meetings
Regularly communicate with clients regarding their financial plan, updating them with circumstances, needs and objectives as well as reviewing investment performance
Educate clients about market conditions and evidence-based investment principles, regulatory or tax changes, and other factors that may influence clients’ decisions or behavior
Participate in Investment Committee discussions around asset allocation and security selection
Work with the team on larger and more complex client situations
Identify and nurture potential clients
Become familiar with our client service offerings, including planning, investments and other value-added services
Participate in projects and internal working groups to ensure maximum delivery of value to clients in our programs
Represent Twickenham Advisors in sponsored partnership and events and in the broader community through philanthropy and other event opportunities
Work with potential clients and their legal and accounting professionals/advisors to help improve our client's individual, business, tax, and estate plans
Develop personal business plan to help achieve revenue and business objectives
Track pipeline and communicate results with Advisor’s Manager
Build productive relationships with co-workers, vendors, and other important contacts
Stay up to date with industry changes through continuing education with emphasis
Qualification
Required
5 or more years of direct client-facing experience in the investment / wealth management business
Required Series 7, Series 63 & 65 or 66
Preferred
CFP® certification is desired
Desired experience in tools like eMoney, Salesforce, Black Diamond, etc
High level tax planning and estate planning experience preferred
Benefits
Medical, Dental, and Vision Insurance
401k Matching Plan
Paid Parental Leave
Flexible PTO Plan
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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