Hightower Jobs in United States

A wealth management firm in Chicago is seeking an Operations Specialist responsible for managing advisor practice integrations and data accuracy. This role requires strong analytical and communication skills, with a Bachelor's degree and at least 3 years in financial services. Th ...

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 s ...

Your Future Team · In a business focused on numbers, we know that it is our people who make up the true value of GMS Surgent, a tax and advisory practice within Hightower Advisors, a financial services company. We take pride in recruiting individuals who demonstrate note-worthy a ...

We are looking for a warm, detail-oriented professional to join our client service team of a growing practice. · Greet and welcome all visitors to the office · Schedule and facilitate client office visits · ...

+This job is for a Private Wealth Associate who will provide white glove level of service to clients and deliver administration of client financial accounts. · +Provide white glove level of service to clients, delivering administration of client financial accounts and associated ...

Your role will be to own client onboarding lifecycle for advisor-sourced accounts and policy transfers. You'll manage end-to-end processes including paperwork coordination and processing life insurance annuity death claim workflows beneficiary claim tracking carrier custodian ven ...

At Hightower Advisors, our operations team plays a crucial role in driving business growth. · The Director of Operations will develop operational strategies aligned with firm goals. · Leverage profitability models for evaluating fee arrangements and build client relationships. · ...

We know that it is our people who make up the true value of GMS Surgent, an advisory practice within Hightower Advisors. · Bachelor's degree in Accounting · 7+ years of public accounting experience · CPA required · ...

Your Future Team. Improve the financial lives of our clients by utilizing advanced investment management techniques and wealth planning resources. In addition to investment management we also provide wealth advisory services to high-net-worth individuals and institutions. · ...

Client Experience Team Role · We're looking for a talented individual to join our Client Experience Team! As a key member of our team, you'll be responsible for creating positive interactions with clients, colleagues, and external partners. · Responsibilities: · Main Office 'Well ...

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 s ...

As a Billing Analyst at Hightower, you will be responsible for accurately terminating accounts related to advisory fee billing. · Support processing account terminations by ensuring accurate and timely client fees and refunds · Collaborate effectively with advisor teams for align ...

Your Future Team · Lindbrook Capital is a boutique wealth management practice providing investment consulting and financial planning services to affluent families, individuals, foundations and endowments. With offices in both California and New York, our team works across special ...

Senior Tax Accountant Role · Hightower Advisors is seeking an experienced Senior Tax Accountant to join our advisory practice in Chicago.The ideal candidate will have:Bachelor's degree in Accounting. · At least 3 years of public accounting experience. · Certified Public Accountan ...

Wealth advisor supporting a Senior Advisor/Partner in our organization and growing quickly to manage your own client base. · Client Management: Oversee a client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment mana ...

As an Associate IT Project Manager, you will coordinate and execute IT projects, ensuring they are completed on time, within scope, and within budget. · ...

Job Summary · As a Wealth Management Associate at Hightower, you will support senior advisors/partners in our organization and grow quickly to manage your own client base. · Responsibilities: · ...

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 ...

Your Future Team · At Wisehaupt Bray Asset Management, we pride ourselves on being your trusted advisor-the one you turn to with every important financial question, and the advisor who understands your preferences, aspirations and fears. Like a loyal friend and confidant, you can ...

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 s ...