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Senior Wealth/ Investment Advisor

Company: Hightower
Location: New York
Posted on: May 28, 2023

Job Description:

We are looking for a Senior Investment Associate serving HNW/Ultra HNW private clients, can present quarterly client reviews, understands the Macro Investment World, Asset Allocation, Investment Strategies including Fixed Income, Equity and Alternatives. As a growing company, opportunities for internal growth and career development are plentiful. Our team provides revenue sharing as part of our compensation package to reward those who contribute to the growth of our team.

What Responsibilities You'll Have

  • Demonstrated Financial Knowledge and Ability to serve high/ultra-high net worth families of our practice
  • Lead Quarterly Reviews, take ownership of results and determine and present action items
  • Solve for client investment inquiries and ensure Service Excellence
  • Understand research and able to present our Macro Views and Strategies
  • Demonstrate knowledge of Asset Allocation, Fixed Income, Equity and Alternative Investment Strategies
  • Engage with client's other Advisors (CPA and T&E Attorney) What's Needed for the Role
    • BA/BS College degree or higher
    • 10+ years of Wealth/Investment Advisor or Associate skills serving Private Clients
    • Proficient in investment/financial planning skills and in Asset Allocation
    • Experience with Financial Markets
    • Series 7 & 66 license What We Offer
      • Salary + Bonus Range of $200k-$250k
      • Coverage on the first day of employment for medical, dental, and vision insurance.
      • 3 weeks of PTO.
      • 401k matching plan.
      • HSA employer contributions. About HighTower: 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, and 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).

        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.

Keywords: Hightower, New York , Senior Wealth/ Investment Advisor, Other , New York, New York

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