Jobs
>
Deerfield Beach

    Wealth Advisor - Deerfield, United States - HighTower Advisors

    HighTower Advisors
    HighTower Advisors Deerfield, United States

    2 weeks ago

    Default job background
    Description

    Your Future Team
    The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim 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.

    The Role
    We are looking for a successful Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. The Service Advisor will work closely with Managing Directors and Senior Wealth Advisors to strengthen the relationships and serve our clients. The service advisor will also have the opportunity to be the primary point of contact for a select group of clients. Our ideal candidate enjoys building meaningful long lasting client relationships and helping others achieve their goals, is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful. You will report to the Managing Director, Partner. #LI-Hybrid

    What You'll Do

    • Maintain and expand existing client relationships
    • Support lead advisor, their clients and families through a variety of tasks
    • Conduct portfolio and planning reviews
    • Lead a first-class onboarding experience for new client relationships
    • Develop and deliver customized financial plans
    • Prepare investment proposals
    • Collaborate with COIs for enhanced client experience (e.g., Accountants, Attorneys)
    • Support our business development efforts
    • Adhere to and is knowledgeable of regulatory requirements

    What You'll Bring

    • 3+ years of relevant financial services experience
    • 5+ Years of professional work experience
    • Industry knowledge of different financial planning and investment concepts
    • Able to handle multiple undertakings at once, ranging from analytical to relational tasks
    • Team-oriented individual to support a growing advisory practice
    • Experience with Money Guide Pro, Black Diamond and Salesforce a plus
    • Securities representative licenses (Series 65 or 66)

    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 work schedule

    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, 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.

    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.

  • HighTower Advisors

    Wealth Advisor

    3 days ago

    HighTower Advisors Deerfield, United States

    500 Lake Cook Rd, Deerfield, IL 60015, USA · Job Description · Your Future Team · The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We ...

  • The Judson Group

    Wealth Advisor

    2 weeks ago

    The Judson Group Boca Raton, United States

    Reference Number: HRJ7300 · Location: Boca Raton, Florida · Judson Group has been retained by an RIA with a national presence in their search for a · Wealth Advisor . This individual will support the firm advisors and other team members by providing comprehensive financial plann ...

  • HighTower Advisors

    Associate Wealth Advisor

    19 hours ago

    HighTower Advisors Deerfield, United States

    Your Future Team · The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. ...

  • The Judson Group

    Associate Wealth Advisor

    2 weeks ago

    The Judson Group Deerfield, United States

    Judson Group has been retained by a growing RIA in their search for an · Associate Wealth Advisor . This individual will support the firm's lead advisors by taking over existing client relationships and assisting new client relationships. They will be responsible for developing ...

  • The Judson Group

    Associate Wealth Advisor

    2 weeks ago

    The Judson Group Boca Raton, United States

    Reference Number: HRJ7553 · Location: · Boca Raton, Florida · Judson Group has been retained by a $10B+ RIA with a national presence in their search for an · Associate Wealth Advisor . This individual will support the firm's senior wealth managers by managing and servicing clie ...

  • Fifth Third

    Wealth Management Advisor

    2 weeks ago

    Fifth Third Boca Raton, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Privat ...

  • The Judson Group

    Associate Wealth Advisor

    2 days ago

    The Judson Group Boca Raton, United States

    Reference Number: HRJ7553Location: · Boca Raton, FloridaJudson Group has been retained by a $10B+ RIA with a national presence in their search for an · Associate Wealth Advisor . This individual will support the firm's senior wealth managers by managing and servicing client rel ...

  • Tompkins Community Bank

    Wealth Advisor

    1 day ago

    Tompkins Community Bank Delray Beach, United States

    Overview: · Responsible for devoloping and maintaining client relationships in the Tampa, Sarasota, Fort Myers, Naples, and Clear Water, Florida. Will also be responsible for creating comprehensive wealth plans and coordinating financial strategies to align with each clients goa ...

  • Chilton Trust

    Wealth Advisor

    2 weeks ago

    Chilton Trust Palm Beach, United States Full time

    Firm Description · Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, ...

  • Citigroup Inc

    Senior Wealth Advisor SAFE Act

    2 weeks ago

    Citigroup Inc Boca Raton, United States

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

  • Citigroup Inc

    Senior Wealth Advisor SAFE Act

    1 week ago

    Citigroup Inc Boca Raton, United States

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

  • Fifth Third Bank, N.A.

    Wealth Management Advisor

    2 weeks ago

    Fifth Third Bank, N.A. Fort Lauderdale, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Private ...

  • Fidelity Investments

    Wealth Financial Advisor

    3 weeks ago

    Fidelity Investments Fort Lauderdale, FL, United States

    Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existi ...

  • U.S. Bank

    PWM Private Wealth Advisor

    1 week ago

    U.S. Bank Fort Lauderdale, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • U.S. Bank

    PWM Private Wealth Advisor

    2 days ago

    U.S. Bank Fort Lauderdale, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Citigroup Inc

    Senior Wealth Advisor SAFE Act

    2 weeks ago

    Citigroup Inc Coral Springs, United States

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

  • BMO Financial Group

    Private Wealth Advisor Director

    1 day ago

    BMO Financial Group West Palm Beach, United States

    Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic adv ...

  • Equitable Advisors

    Wealth Management Associate

    2 weeks ago

    Equitable Advisors Deerfield, United States

    Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...

  • Citigroup Inc

    Senior Wealth Advisor SAFE Act

    2 weeks ago

    Citigroup Inc Boynton Beach, United States

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

  • Waveland Family Office, LLC

    Client Services Associate

    1 week ago

    Waveland Family Office, LLC Deerfield, United States

    **Client Services Associate (revised 5/9/24)** · Waveland Family Office, LLC ("WFO") is a multifamily office located in Deerfield, Illinois. WFO is a Registered Investment Advisor that represents various high net worth families and provides traditional family office services such ...