Who We Are
Presidio Wealth Partners (“Presidio”), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio manages $1.8 billion of assets on behalf of our clients. We offer an outsourced family office experience for our high-net worth clients that places us at the center of a client’s financial life by focusing on asset management and customized financial planning solutions. Presidio is a team made up of 15 full-time employees comprised of 8 advisors and 7 supporting staff members.
Hightower provides investment, financial and retirement planning services to individuals, foundations, and family offices, and 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, like Presidio, 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
The Associate Advisor will collaborate with lead advisors and the service team to deliver white-glove client service. You will have strong communication, interpersonal, and time-management skills, with industry experience and a heart for service. Trust is a cornerstone of client relationships. You will be ethical and able to handle sensitive financial information timely and with the utmost confidentiality. If you are right for this position, you will help assist our advisors in managing their clients’ financial planning needs while ensuring all tasks activities are completed.
You will not be focused on business development nor is the expectation to attend client meetings (unless specifically requested), but it will be a heavy client interactive role. You will be an important contributor to the team as it relates to assisting advisors service their clients at a high level. You will work with a team of Wealth Management Associates to ensure the proper coordination and handling of tasks on behalf of advisors and clients. This responsibility will allow you to field client-centric activities while advisors are in meetings and continuing to drive revenue. You will learn about our business with the potential of advancement into other areas, including being a lead advisor in the future. You will report to the Senior Wealth Advisor.
- Coordinate pre- and post-meeting communication with advisors to ensure they are prepared for client meetings and all action items are being completed after the meetings.
- Manage a team of associates to ensure meeting prep items are prepared and post meeting activities are being completed.
- Work with Director of Operations and advisors to create systems to prioritize, delegate to team members/departments or retain functions.
- Coordinate with client’s accountants, Estate Planning attorney and other centers of influence to complete a client’s Executive Action Plan and work with advisors and other team members to keep things on track.
- Acquire an in-depth knowledge of our Financial Planning process.
- Complete and/or double check monthly and quarterly client reports.
- Serve as a back-up contact for service-related requests that come directly from clients which may include providing account information, processing forms, maintaining records, fund transfers, wires, online account access, account titling, and other service-related functions.
- Maintain a professional rapport with clients and the Presidio team by phone support, correspondence, and CRM notes.
- Obtain comfort and proficiency with our software, including client relationship management (CRM), DocuSign, MS Office suite, and custodial platforms.
- Comply with and become well-versed in industry rules and regulations and firm policies.
Who May Be A Good Fit
Candidates who will be a good fit for this role may be professionals who are in the wealth management industry and are looking for a chance to join a high-growth and high-functioning team of professionals who are passionate about planning and client service. You may either be a senior-level Client Service Associate looking to take the next big step in their career or a non-producing financial advisor looking to partner with a team of producing advisors to manage their books. Other candidates may be professionals who are not in our industry such as Accountants or Attorneys who understand the importance of planning and would like to use their professional skills in wealth management by transitioning to our industry.
What You’ll Bring
- Passion for Client Service
- Strong attention to detail with the ability to prioritize and organize workflow
- Excellent Organizational Skills
- Proficient in Microsoft Office Suite
- Taking initiative with tasks without needing direct management
- Bachelor's degree
- 5+ years of financial industry experience
- Current Series 65 or 66 or the ability to obtain the Series 65 within 6 months of hire
- CFP Designation or CPA Designation optional but not required
What We Offer
- Coverage on the first day of employment for medical, dental, and vision insurance
- Access to company-paid continuing education (for CPAs or Attorneys) and the potential to earn a CFP designation if desired.
- 401k Matching Plan
- Student Loan Assistance
- Pet Insurance
- Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
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.
