Senior Wealth Advisor - Denver, United States - HighTower Advisors

Description

Senior Wealth Advisor

• Investment Security Group Job Description Posted Tuesday, March 19, 2024 at 4:00 AMWho We AreInvestment Security Group (ISG) was founded in 1992 with the mission of becoming a client first boutique firm offering a one stop resource of personalized investment and financial planning services.

Over three decades later, weve held true to these ideals. Our firm is an ensemble of financial professionals where team members work together on behalf of our clients. We are fiduciaries and truly believe our collaborative approach creates an outstanding result for every client we serve. In September 2021, ISG partnered with Hightower Advisors LLC.

This unique partnership allows ISG the autonomy to maintain our boutique firm culture yet offer the resources of a much larger organization.

The RoleWe are looking for an experienced Senior Wealth Advisor who is a relationship builder at heart with a strong track record of making a positive impact on clients lives.

You will cultivate deep relationships with clients while managing the relationship including investments, taxation, estate planning and retirement planning. As a senior member of our team, you are self-motivated and skilled at managing client relationships. You can perform at a high level under variable workloads and work well in a highly collaborative team environment. You will report to the CEO.

#LI-OnsiteWhat Youll DoWe ask that you have experience working with high-net worth individuals in different formats such as: integrating economic insights, market developments, portfolio positioning, and conduct client-focused meetings and presentations.

Maintain and expand existing client relationships ensuring the successful transition and retention of clientsAttract and develop new client relationships by promoting a network of COIs, referrals and community involvement, in addition to working with prospective clientsOversee the preparation of client financial plans and comprehensive client wealth management reviews, and present these to clientsEstablish client investment goals, asset allocation, risk tolerance, cash flow planning, and due diligenceDevelop strong relationships with clients becoming a trusted resource for all aspects of their financial livesMaintain frequent contact with clients including periodic (15-20%) out of state travel for in-person meetingsRegularly communicate with clients regarding their financial plan, updating with all circumstances, needs and objectives and reviewing investment performance.

Educate clients about market conditions and evidence-based investment principles, regulatory or tax changes, and other factors that may influence clients decisions or behavior.

Contribute to our Investment Committee discussions around asset allocation and security selectionWhat Youll BringYou will have experience and attributes in the following areas:
Experience with financial planning concepts; experience delivering applicable advice and implementing their financial planExperience with tax, advanced planning, estate and trust, and philanthropic strategiesExcellent written and verbal communication skills and the ability to simplify complex concepts for clients with different levels of investment experienceWork respectfully in a team environment supporting a growing advisory practiceRequired Experience7 or more years of direct client-facing experience in the investment / wealth management businessKnowledgeable in advanced planning concepts to include personal tax, asset management, financial planning, insurance, trust and estate, and retirement planningSeries 65; Insurance licenses a plusWhat We OfferCoverage on the first day of employment for medical, dental, and vision insurance401k Matching PlanStudent Loan AssistancePet InsuranceFlexible PTO PlanFlexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)Base salary of $140,000-$160,000 plus bonus structure based on qualifications and experience


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.#J-18808-Ljbffr