Wealth Advisory Analyst - Vigilant Wealth Management

Hightower Advisors is a wealth management firm that provides investment and financial planning services. They are seeking a Wealth Advisory Analyst to support Wealth Advisors and assist with client wealth plans, onboarding processes, and maintaining client data.

Responsibilities

• Direct support of Wealth Advisors and their books of business
• Ensure the Wealth Advisor is prepared for all client/COI/prospect meetings
• Assist with the creation and updating of client wealth plans, prepare presentations and other paperwork
• Assist with completion of inbound wealth planning tasks
• Be an active participant in the Wealth Advisory Committee and Sales Committee
• Begin creating a multi-year business development plan to start creating a personal network
• Assist with the onboarding of new clients, preparing account opening documents, working with clients and the custodian to provide an accurate and expeditious onboarding process
• Manage internal client files, ensuring all data is current and accurate
• Work with clients and related parties to process all manner of transactions including account opening, money movements, gifting, transfers of assets between custodians, and other account maintenance needs
• Interface with the teams at Schwab Advisor Center and Fidelity, downloading and uploading forms, monitoring and verifying changes in the system, resolving issues and staying current with changing procedures
• Work with our professional advisors, including CPAs, Estate Attorneys, Insurance Agents and others
• Input and track client related data; ensure consistency and integrity across all technology platforms
• Aid in client retention by providing exceptional client service; track and monitor client service standards and prompt Wealth Advisor to take action as needed
• Manage your Wealth Advisors' calendars, schedule and organize activities, meetings, coordinate travel needs
• Monitor publications to identify prospective clients and discover information about existing clients, locate opportunities for marketing events, attend offsite events as appropriate
• Understand and implement practice compliance responsibilities

Skills

• Proficient in Microsoft Office suite
• Knowledge of or open to learning the Tamarac Suite (portfolio accounting software)
• SalesForce (CRM), WebEx, and Schwab Institutional and Fidelity's Wealthscape websites a plus
• Strong oral and written skills
• Well-developed presentation skills
• Attention to detail as it relates to composing, typing and proofing materials
• Resourceful, analyzing and solving problems in a proactive manner
• Ability to exercise discretion with regard to confidential information and client sensitive situations; position requires tact and diplomacy
• Ability to work beyond standard office hours and attend offsite events, as necessary, while managing and accounting for work time
• Four year college degree with a background in finance or economics a plus
• 0-5 years experience in the wealth management industry
• Expectation to begin CFP® program imminently upon hiring
• Experience with CRM related software is a plus
• Experience with Schwab and Fidelity Advisor platforms is a plus

Benefits

• Bonus plan
• Excellent benefits
• Health, Dental & Vision Insurance
• HSA & FSA options
• 401K
• Employer-paid Life and Disability Insurance
• Generous PTO plan
• Bi-annual company events

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