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., we operate as a registered investment advisor (RIA).
What You’ll Do
We are looking for a successful Associate who is a multi-tasker at heart, has strong communication skills, and a problem-solving mindset that succeeds in a fast-paced and evolving organization. You have strong interpersonal skills and years of experience managing the administrative and operational workload of a private wealth management business. You should find it easy to build partnerships with others, be accomplished in prioritization and time management, and have a willingness to learn.
This position requires the willingness to work a flexible schedule and be in the office Monday – Friday between 8:30 am – 5:30 pm.
- Perform client onboarding functions, including account opening, asset consolidation, and online services setup. Prioritize and organize the workflow and serve as the point of contact to guarantee a seamless transition.
- Provide top-quality service to clients and facilitate operational tasks (i.e. cash movements, address change, beneficiary update, tuition payments, charitable donations)
- Compile a tax support package for clients and accountants that includes 1099s, K1s, and a list of expected documents.
- Ensure accuracy with diligent follow-up on all client and Financial Advisor requests.
- Achieve proficiency in relevant technologies including Fidelity’s Wealthscape, Charles Schwab Advisor Services, Black Diamond performance reporting, and Salesforce.
- Prepare presentations in advance of client meetings.
- Maintain client records and files following regulatory requirements and company policies.
- Schedule client meetings and coordinate the team’s calendar.
- Provide phone support for multiple Financial Advisors.
- Offer administrative and office management support to the team.
What You’ll Bring
- 5 + years of experience in Financial Services
- Fully registered (SIE, Series 7 and Series 66)
- Previous work experience as a client service associate or related title at a financial services firm or Registered Investment Advisor (RIA)
- Proficiency in MS Office applications, such as Word, Excel, PowerPoint, etc.
- Detail-oriented with the ability to prioritize and organize workflow
- Professional verbal and written communication
- Ability to work in a fast-paced, high-intensity work environment
- Ability to acquire a working knowledge of the portfolio of accounts
- Self-starter and able to work independently
- Superior interpersonal, organizational, and client service skills
- Ability to work effectively in a team environment
- Flexible and willing to perform other tasks as assigned
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)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Salary: $100,000 - $120,000 (exact amount dependent on experience)
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon 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 possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
