Job Search

  • New York, NY, USA
    Req #168
    Monday, June 1, 2020
      The Firm Founded in 2007, Hightower is an industry-leading financial services firm providing objective wealth management advice supported by a unique platform, compelling brand, and inspiring culture. The company’s distinct brand of wealth management empowers both investors and advisors, providing a true fiduciary standard of care for the investor and comprehensive support for the independent advisor. The Role We are seeking a successful Client Service Associate who is a m ... More
  • Houston, TX, USA
    Req #161
    Wednesday, May 20, 2020
    The Role The Trust Administrator provides support to Trust Officers in maintaining client relationships by assisting with processing transactions, collecting information, fee processing, preparing internal reports, and opening and closing accounts. This position is secondary client-facing as back up to the Trust Officer Primary ResponsibilitiesAssists with administration of trust accounts where Hightower is serving as Trustee or Co-Trustee which includes monitoring principal and income balances ... More
  • St. Louis, MO, USA
    Req #167
    Thursday, May 14, 2020
    The FirmDuncker Streett & Co. (DS) is a Registered Investment Advisory firm that provides investment management services to high net worth individuals, trusts, pensions and profit-sharing plans, endowment funds, charitable trusts, and corporations. Client assets are managed using stocks, bonds and index ETFs. The firm has thrived over the years and currently manages assets of over half a billion dollars. Client retention is high; in fact, a few descendants of early investors represent fourth gen ... More
  • Traverse City, MI, USA
    Req #166
    Thursday, May 7, 2020
    Position Overview: The Client Service Manager is responsible for managing the Client Service Team members and overseeing their daily activities. This position serves as an intermediary between the Client Service Team and Advisors. This position is also responsible for the development, enforcement, and management of workflow systems, and policies and procedures. Duties & ResponsibilitiesOversee the daily activities of the Client Service Team and ensure there is proper support structure for servic ... More
  • Valparaiso, IN, USA
    Req #165
    Thursday, May 7, 2020
    Position Overview: The Client Service Associate is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requestsDuties & ResponsibilitiesInitiate and field client service callsPrepare and process all paperwork for client transactions, including but not limited to opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, etc.; communicate status ... More
  • San Diego, CA, USA
    Req #164
    Monday, May 4, 2020
    LourdMurray Delphi provides institutional-caliber wealth management services and works to create thoughtfully designed and managed portfolios for High Net Worth individuals, families, and charitable organizations. We help our clients preserve the wealth they have worked so hard to build. Key Responsibilities:Preparation of Client Materials and Meeting Documents - client reports, printed decks, binding of books, print materials to support internal meetings. Marketing List Management - own the cre ... More
  • Chicago, IL, USA
    Req #163
    Tuesday, April 28, 2020
    Purpose: To support marketing efforts and represent Hightower’s and advisor teams’ brands through development of engaging digital designs and interfaces. Key Responsibilities: Work with project managers to create consistent branded collateral for corporate services and advisory businesses Ideate and create scaleable marketing materials and collateral that can be leveraged through a self-service model Collaborate with Senior Graphic Designer on innovat ... More
  • Beverly Hills, CA, USA
    Req #162
    Monday, April 20, 2020
    The Senior Client Service Associate provides account and administrative support for high net worth client portfolios and is responsible for researching client inquiries and issues to bring about resolution.The candidate must be client service oriented and a team player. Detail orientation with proven organizational skills is a must as is the ability to manage time effectively and multi-task.Excellent written and verbal communication skills are very important as this role determines a significant ... More
  • Huntsville, AL, USA
    Req #158
    Wednesday, March 4, 2020
    About Hightower Hightower is a leading advisor-owned financial services company. Hightower Advisors are free of those conflicts typically found in traditional brokerage firms. We are totally independent, yet fully supported in both viewing the financial lives of our clients more completely and working with them more effectively.   SUMMARY:  Assist lead advisor in preparation for and execution of client meetings to leverage the lead advisor’ ... More
  • New York, NY, USA
    Req #150
    Monday, March 2, 2020
    An opportunity exists in New York City for an outgoing self-starter on Barron’s ranked financial advisory team, Treasury Partners.   Responsibilities:   Provide top quality service to corporate clients and for complete administration of client financial accounts and associated money movement Prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts Prepare key documents and PowerPoin ... More
  • San Diego, CA, USA
    Req #142
    Thursday, February 6, 2020
    We are seeking a Private Wealth Associate who is a multi-tasker with strong communication skills, attention to detail, and ability to thrive in a fast-paced and evolving organization. The ideal candidate is one that is thorough, diligent and intentional, a strong communicator, organized, excellent time manager, and is driven to develop and grow in their role.   Private Wealth Associate Job Description: Provide white glove level of service to clients, delivering administra ... More
  • New York, NY, USA
    Req #133
    Friday, January 3, 2020
    HighTower is seeking a high functioning, energetic candidate to join its fast-growing M&A team as a full-time Business Development Representative! The candidate we seek will meet the following requirements:   Responsibilities Responsible for driving the new growth opportunities for HighTower through proactive, outbound business development activities such as: cold-calling and email campaigns Continually develop and maintain pipeline of potential acquisition targe ... More
  • Madison, CT 06443, USA
    Req #113
    Friday, October 25, 2019
    The Andriole Group, a HighTower Partner Team, is seeking a Wealth Management Associate to assist in our mission of helping clients achieve their financial goals. This is a unique position and is ideal for a self-starter looking for a long-term career in financial services with the opportunity to grow within an established team. Our Team is founded upon a model that benefits investors by focusing exclusively on their needs, values and objectives. With our interests fully aligned, we provi ... More