Hightower Advisors is a wealth management firm that provides investment and financial planning services. They are seeking a Wealth Advisory Analyst to support Wealth Advisors and assist with client wealth plans, onboarding processes, and maintaining client data.
Responsibilities
- Direct support of Wealth Advisors and their books of business
- Ensure the Wealth Advisor is prepared for all client/COI/prospect meetings
- Assist with the creation and updating of client wealth plans, prepare presentations and other paperwork
- Assist with completion of inbound wealth planning tasks
- Be an active participant in the Wealth Advisory Committee and Sales Committee
- Begin creating a multi-year business development plan to start creating a personal network
- Assist with the onboarding of new clients, preparing account opening documents, working with clients and the custodian to provide an accurate and expeditious onboarding process
- Manage internal client files, ensuring all data is current and accurate
- Work with clients and related parties to process all manner of transactions including account opening, money movements, gifting, transfers of assets between custodians, and other account maintenance needs
- Interface with the teams at Schwab Advisor Center and Fidelity, downloading and uploading forms, monitoring and verifying changes in the system, resolving issues and staying current with changing procedures
- Work with our professional advisors, including CPAs, Estate Attorneys, Insurance Agents and others
- Input and track client related data; ensure consistency and integrity across all technology platforms
- Aid in client retention by providing exceptional client service; track and monitor client service standards and prompt Wealth Advisor to take action as needed
- Manage your Wealth Advisors' calendars, schedule and organize activities, meetings, coordinate travel needs
- Monitor publications to identify prospective clients and discover information about existing clients, locate opportunities for marketing events, attend offsite events as appropriate
- Understand and implement practice compliance responsibilities
Skills
- Proficient in Microsoft Office suite
- Knowledge of or open to learning the Tamarac Suite (portfolio accounting software)
- SalesForce (CRM), WebEx, and Schwab Institutional and Fidelity's Wealthscape websites a plus
- Strong oral and written skills
- Well-developed presentation skills
- Attention to detail as it relates to composing, typing and proofing materials
- Resourceful, analyzing and solving problems in a proactive manner
- Ability to exercise discretion with regard to confidential information and client sensitive situations; position requires tact and diplomacy
- Ability to work beyond standard office hours and attend offsite events, as necessary, while managing and accounting for work time
- Four year college degree with a background in finance or economics a plus
- 0-5 years experience in the wealth management industry
- Expectation to begin CFP® program imminently upon hiring
- Experience with CRM related software is a plus
- Experience with Schwab and Fidelity Advisor platforms is a plus
Benefits
- Bonus plan
- Excellent benefits
- Health, Dental & Vision Insurance
- HSA & FSA options
- 401K
- Employer-paid Life and Disability Insurance
- Generous PTO plan
- Bi-annual company events
Company Overview
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. It was founded in 2008, and is headquartered in Westport, Connecticut, USA, with a workforce of 201-500 employees. Its website is https://thrushgroup.hightoweradvisors.com/.