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    Financial Advisor - Westport, United States - HighTower Advisors

    HighTower Advisors
    HighTower Advisors Westport, United States

    1 week ago

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    Description

    Our Story

    Founded in 2008, Hightower Advisors 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., we operate as a registered investment advisor (RIA).

    Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others' perspectives, and have an uncompromising dedication to excellence.

    What You'll Do

    We are looking for a successful Financial Advisor who will report to the Managing Director & Partner and develop, support, and manage client relationships.

    • Collaborate with senior advisors to learn the RDM planning and investment process.
    • Active in the firm's business development
    • Support the firm's overall financial planning process with analyses and preparation of prospective and current clients' planning and investments.
    • Client-facing role, serve as the go-to contact for our client base.
    • Conduct in-depth client reviews to uncover new business opportunities.
    • Contact clients and prospective clients with relevant information about market updates that may affect their investments. Systematically communicate with prospective clients and track progress.
    • Build a wider network of clientele. Target centers of influence, new business opportunities, family offices, and other niche markets.

    What You'll Bring

    • Bachelor's degree in finance or related degree
    • CFP, CIMA, CPA preferred
    • Series 7 License; 65 or 66 licenses
    • 3+ years of prior experience in Financial Planning and/or Wealth Management
    • Knowledge of the insurance/financial services industry
    • Team player able to work in a collegial and close collaboration environment
    • Strong interpersonal skills and an innate ability to build immediate rapport
    • Become a Trusted Advisor for our clients and Centers of Influence
    • Experience delivering client-focused solutions
    • Knowledge of markets across multiple asset classes
    • Experience developing efficient strategies to "power" complex and diverse advisor practices.
    • Demonstrable ability to communicate, present, and influence key stakeholders at all levels of an organization.

    What We Offer

    • Base salary, discretionary EOY bonus, plus incentive compensation/revenue sharing
    • Coverage on the first day of employment for Medical, Dental, and Vision insurance
    • Paid Parental Leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
    • 401k Matching Plan
    • HSA Employer Contributions
    • Student Loan Assistance
    • Pet Insurance

    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.

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