17200 N Perimeter Dr, Scottsdale, AZ 85255, USA
Job Description
Posted Tuesday, October 22, 2024 at 5:00 AM
Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
Your Future Team
WealthTrust Advisors, an affiliate of Hightower, is a wealth advisory practice that has been serving clients since 1996. We provide wealth management solutions (financial planning, retirement planning, estate planning) to individuals and families. You will be in the office 5 days a week. You will report to the Managing Director. #LI-Onsite
What You’ll Do
We are looking for a dynamic Wealth Advisor to join our team. This unique position touches on all aspects of the business from servicing the client to financial planning.
- Assist senior advisors with the analysis and preparation of investments and planning needs for prospective and current clients.
- Attend client service meetings to support senior advisors by printing reports, taking notes, and completing post-meeting tasks, such as updating the CRM.
- Gain an understanding of the tasks performed by Investment Associates through familiarizing yourself with client paperwork.
- Understand the operations process to include client reporting and quarterly statements.
- Conduct research on different investment strategies and other research projects that support senior advisors.
- Assist with placing trades.
What You’ll Bring
- Bachelor’s degree or equivalent in Finance, Business, or related field.
- 3 years of relevant financial services experience.
- Required licenses held: Series 7 & 63/66.
- Life & Health Insurance License is a plus.
- CFP is a plus.
- Schwab / Fidelity custodian experience.
- Familiar with MoneyGuidePro, Salesforce, and Morningstar.
- Experience with Microsoft Office (Outlook, Word, Excel).
- Strong written and oral communication skills.
- Strong interpersonal skills and a natural ability to build rapport with personnel and clients.
- Flexible, collaborative, and willing to perform other tasks as assigned.
- Able to work independently and is also comfortable with close teamwork.
- Detail-oriented with the ability to prioritize and organize workflow.
What We Offer
- 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).
- Flexible PTO plan.
- 401k matching plan.
- HSA employer contributions.
- Student loan assistance.
- We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable, and inclusive community.
- We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve personal and collective well-th goals.
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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