HighTower
Wealth Advisor - Hightower St. Louis
HighTower, Brentwood, Missouri, United States,
Your Future Team
Hightower Wealth Advisors | St. Louis (HTSTL) is a high-net-worth wealth planning firm, with assets under management of approximately $1.4 billion. We are an established and successful financial advisory firm which is part of the larger Hightower network. Our firm is an ensemble, where team members collaborate as one on behalf of our clients. We truly believe our collaborative relationships and approach creates an outstanding result for every client we serve.
Shunning the legacy "sales" driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life's journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of age, race, gender, backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients.
Make a plan. Make an investment. Make a difference.
We are looking for a Wealth Advisor to help bring our mission to life. The Wealth Advisor is an important team member and directly delivers value to our clients. We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don't need to feel locked into a fixed path or role. You will report to the Managing Partner.
What You'll DoLead and manage existing client relationshipsLead client meetingsHelp preparation of client financial plans and comprehensive client wealth management reviews, and present these to clientsWork with the team on larger and more complex client situationsIdentify and nurture prospect clientsAttract and develop new client relationships by promoting a network of COI's, referrals and community involvement, in addition to working with leadsStrengthen existing client relationships by introducing our services and value proposition to prospective relationshipsBecome familiar with our client service offerings, including planning, investments and other value added servicesParticipate in projects and internal working groups to ensure maximum delivery of value to clients in firm programsRepresent Hightower in the broader community through volunteer roles in not-for profit endeavorsWhat You'll Bring
Relationship builderNatural desire to be a problem solverWork effectively and respectfully in a team environment; ready to pitch in•Ability to manage changing priorities and set expectations with othersAppetite to learnDesire to affect the community, through both professional networking and charitable endeavors.Series 7/66 or Series 65; Insurance licenses a plusCertified Financial Planner (CFP), or progress in completing the CFP, a plus.Technological skills including CRM and financial planning software5 years of financial services experienceWhat We Offer
Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over timeDefined path to firm partnership and leadership rolesOn the job trainingResources for career developmentSupport for continued learningMentorshipA full suite of benefits, including health, dental, and vision insurance401(k) with matchPaid time offFlexibility to work in a hybrid format #LI-Hybrid
About Hightower:
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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).
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.
Hightower Wealth Advisors | St. Louis (HTSTL) is a high-net-worth wealth planning firm, with assets under management of approximately $1.4 billion. We are an established and successful financial advisory firm which is part of the larger Hightower network. Our firm is an ensemble, where team members collaborate as one on behalf of our clients. We truly believe our collaborative relationships and approach creates an outstanding result for every client we serve.
Shunning the legacy "sales" driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life's journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of age, race, gender, backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients.
Make a plan. Make an investment. Make a difference.
We are looking for a Wealth Advisor to help bring our mission to life. The Wealth Advisor is an important team member and directly delivers value to our clients. We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don't need to feel locked into a fixed path or role. You will report to the Managing Partner.
What You'll DoLead and manage existing client relationshipsLead client meetingsHelp preparation of client financial plans and comprehensive client wealth management reviews, and present these to clientsWork with the team on larger and more complex client situationsIdentify and nurture prospect clientsAttract and develop new client relationships by promoting a network of COI's, referrals and community involvement, in addition to working with leadsStrengthen existing client relationships by introducing our services and value proposition to prospective relationshipsBecome familiar with our client service offerings, including planning, investments and other value added servicesParticipate in projects and internal working groups to ensure maximum delivery of value to clients in firm programsRepresent Hightower in the broader community through volunteer roles in not-for profit endeavorsWhat You'll Bring
Relationship builderNatural desire to be a problem solverWork effectively and respectfully in a team environment; ready to pitch in•Ability to manage changing priorities and set expectations with othersAppetite to learnDesire to affect the community, through both professional networking and charitable endeavors.Series 7/66 or Series 65; Insurance licenses a plusCertified Financial Planner (CFP), or progress in completing the CFP, a plus.Technological skills including CRM and financial planning software5 years of financial services experienceWhat We Offer
Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over timeDefined path to firm partnership and leadership rolesOn the job trainingResources for career developmentSupport for continued learningMentorshipA full suite of benefits, including health, dental, and vision insurance401(k) with matchPaid time offFlexibility to work in a hybrid format #LI-Hybrid
About Hightower:
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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).
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.