Wealth Planner - Alpharetta, United States - HighTower Advisors

Description

The Firm

Bluerock Wealth Management is a fiduciary fee-only firm. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach.

The Role

We are looking for a Wealth Planner to help bring our mission to life. The Wealth Planner is an important team member and directly delivers value to our clients. You will report to the Chief Operating Officer. #LI-Onsite

What You'll Do

Work with Wealth Managers to service a group of client relationships and facilitate the onboarding of new client relationships


This encompasses the following:
Oversee a schedule of client reviews, along with Wealth Manager, and reaching out to clients to coordinate meetings.

Complete relevant items for client review meetings, including meeting preparation, attending meetings along with a Wealth Manager and taking meeting notes, and following-up on action items resulting from meetings.

Onboard new clients and support existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD's, etc.).

Gather and organize client financial information from statements, tax returns, insurance policies, and estate plans, to create and implement customized financial plan recommendations for our clients

Prepare income tax projections

Comprehend and flowchart estate planning documents

Collaborate with investment team regarding investment related tasks

Respond to client service requests

Continue to expand knowledge across all departments of financial planning, including investments, education planning, insurance, tax, retirement analysis and estate planning

Achieve proficiency in relevant technologies including eMoney Financial Planning software, Black Diamond performance reporting platform, BNA Income Tax Planner, Salesforce, Fidelity's Wealthscape platform and Schwab Advisor Services platform

What You'll Bring

Bachelor's Degree:
Accounting or Finance degree is preferred

CFP, CPA, or CFA is required

Excellent attention to detail

Strong written and verbal communication skills

Two to five years' experience in providing personal financial advice which includes investment, tax, estate, and insurance planning (tax experience is preferred)

Ability to work independently and stay organized

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance

401k Matching Plan

Paid Parental Leave

Student Loan Assistance

Pet Insurance

Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)

Work/life Balance:
Vacation time, flexible schedule

Career Path Opportunities

Hightower Advisors - 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, and 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).


AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based on 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 have 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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