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
Company Overview