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Private Wealth Associate

Company: HighTower Advisors
Location: Deerfield
Posted on: January 15, 2022

Job Description:

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

The Lerner Group uses decades of industry experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We strive to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must consonance. This approach strengthens communication, education and wealth planning decisions throughout all generations. We are:

  • Adaptable. You have the instinctive need to achieve objectives despite the hurdles that may come along the way. You are ready to join a fast-paced environment and are adaptable to constant change.
  • Agile. You are comfortable navigating ambiguity and working with competing priorities. You maintain composure and remain positive under pressure and know how to influence stakeholders even when the situation might be complex.
  • Team player. You love collaborating and sharing ideas. You're ready to roll up your sleeves, trust your teammates, and support as needed.
  • Clear communicator. You communicate clearly and concisely. You're great at getting and giving respectful and productive feedback to candidates and colleagues.
  • Highly organized. You know how to manage multiple projects and prioritize appropriately. You create clear and logical systems and processes to support your work and that of the organization.What You'll Do

    • Set up new investment accounts - preparing customer welcome packets / new account documentation
    • Process client requests (profile updates, wires, checks, journals, etc.)
    • Communicate with advisors from other firms to discuss and process RMD's correctly and accurately
    • Prioritize and organize workflow, as well as prepare key documents for client meetings
    • Complete necessary filing and maintain client files
    • Respond to questions regarding accounts, policies and proceduresWhat You'll Bring
      • 2+ years of experience in Financial Services
      • BA/BS degree in finance or related field preferredPreferred
        • Chinese Speaking
        • Series 7/66You 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.

          Hightower requires proof of COVID-19 vaccination for all employees. Reasonable accommodations will be considered. If an employee is unable to provide proof of vaccination, mask coverings and weekly COVID-19 testing will be implemented.

          What We Offer
          • Coverage on the first day of employment for medical, dental, and vision insurance
          • 401k Matching Plan
          • Student Loan Assistance
          • Pet Insurance
          • Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
          • Hybrid Model Work Schedule (50% in office)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.

Keywords: HighTower Advisors, Arlington Heights , Private Wealth Associate, Other , Deerfield, Illinois

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