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    Trust Senior Associate - Dallas, United States - Hightower Advisors

    Hightower Advisors
    Hightower Advisors Dallas, United States

    3 weeks ago

    Default job background
    Regular, Full time
    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., 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.

    Your Future Team

    As a Senior Associate, Wealth Solutions, you will assist our Directors/Executive Directors in providing financial and estate planning solutions to advisors' clients. You will work closely with cross-functional teams, including Advisor Engagement, Marketing, and others to achieve our growth and business objectives

    What You'll Do

    • Serve as a Hightower brand ambassador by upholding The Hightower Way cultural elements - Mission, Purpose, V.A.L.U.E. Experience, Commitment and Standards, promoting excellence in the internal and external client experience during every encounter.
    • Improve consistency in every client and colleague encounter by embodying the core principles of our Hightower V.A.L.U.E. Experience (Validate, Actively Listen, Leverage Resources, Understand Ownership, Express Gratitude)
    • Cultivate and maintain strong relationships with advisors to help drive, facilitate and implement Wealth Solutions offerings including Hightower Trust Company services
    • Assist Directors/Executive Directors with providing comprehensive, personalized financial advice, estate planning strategies, charitable giving opportunities, and tax optimization solutions tailored to clients' specific circumstances
    • Help Directors/ Executive Directors create detailed financial plans for clients, including retirement planning, estate distribution, and wealth transfer strategies
    • Stay up-to-date with evolving estate laws and tax regulations, incorporating changes into clients' financial and estate plans as necessary

    What You'll Bring

    • Bachelor's degree in finance, economics, business, or a related field
    • 3-4+ years of relevant work experience
    • Passion for continuous learning and keeping up-to-date with industry advancements

    What We Offer

    • 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)
    • Flexible PTO plan
    • 401k matching plan
    • HSA employer contributions
    • Student loan assistance
    • Pet insurance
    • We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community
    • We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals

    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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