Hightower
Nucleus Advisors Overview and Mission
Nucleus Advisors is a highly seasoned, transformational, multi-generational, multicultural Private Wealth Advisory business with a vision to make a difference with each of our clients and inspire collaboration across generations to create lasting legacies.
Our mission is to locate and connect with the world's entrepreneurs, artists, athletes, and advocates - each creating a legacy in their own unique ways - and guide them on their journey.
With everything we do, we lean into our values of Connection, Direction, Depth, Curiosity and Withness®.
Position Summary
Location:
Join us in our brand-new office in Chelsea!
512 W 22nd Street, New York, NY
The Client Associate plays a crucial role at Nucleus and is central to implementing our growth strategy. This is a temporary full-time position from approximately December 2025 through May 2026. You will report to the Senior Director of Client Service and will join Nucleus' Client Service team.
You will be a proven and collaborative teammate, with the ability to embrace open communication and support the deepening of client relationships through interactions that start as transactional but inspire deeper connections with Nucleus. The salary range for this position will be $36.00-$38.00 per hour based on qualifications and experience. #LI-Onsite
What You'll Do Provide tax documents and information to clients' accountants with proper authorization Prepare comprehensive tax packages to include tax forms for brokerage accounts and alternative investments Communicate (verbal and written) with high-net-worth clients to assist with transactional requests for their accounts Accountable for processing and completing maintenance items on accounts Process and reconcile security and account transfers Process, reconcile and document (for compliance) check deposits and wire transfers Reconcile account transactions (including alternative investment transactions) Assist with cash management tasks and money movement requests Help with account opening tasks Respond to account activity and statement inquiries Provide administrative support as necessary There will be opportunities to work with all members of the team and learn about asset allocation, portfolio management, alternative investments, and trust and estate, insurance, tax, financial and philanthropic planning.
You are one that is committed to making a positive difference for clients in the wealth management industry. You have an interest and curiosity about financial markets and personal finance topics. You are thorough in your work, and operate with a high attention to detail.
What You'll Bring
High proficiency with Microsoft Office Suite Ability to communicate effectively via messaging, phone, email, and verbally Be a contributing team member and assist others with tasks as needed Excellent time management and organization skills Initiating projects and asking, "How can I help?" Perseverance and resourcefulness in problem solving Desire to collaborate in small groups, move toward open dialogue and be surrounded by people equally inspired by learning Comfort with and desire to give and receive feedback Ability to foster relationships with teammates, clients, and third-party vendors Professionalism Creativity EQ, Attunement, and Empathy Undergraduate degree required (provide GPA) 2+ years of professional experience
Our Story
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 financial vision. 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.
Nucleus Advisors is a highly seasoned, transformational, multi-generational, multicultural Private Wealth Advisory business with a vision to make a difference with each of our clients and inspire collaboration across generations to create lasting legacies.
Our mission is to locate and connect with the world's entrepreneurs, artists, athletes, and advocates - each creating a legacy in their own unique ways - and guide them on their journey.
With everything we do, we lean into our values of Connection, Direction, Depth, Curiosity and Withness®.
Position Summary
Location:
Join us in our brand-new office in Chelsea!
512 W 22nd Street, New York, NY
The Client Associate plays a crucial role at Nucleus and is central to implementing our growth strategy. This is a temporary full-time position from approximately December 2025 through May 2026. You will report to the Senior Director of Client Service and will join Nucleus' Client Service team.
You will be a proven and collaborative teammate, with the ability to embrace open communication and support the deepening of client relationships through interactions that start as transactional but inspire deeper connections with Nucleus. The salary range for this position will be $36.00-$38.00 per hour based on qualifications and experience. #LI-Onsite
What You'll Do Provide tax documents and information to clients' accountants with proper authorization Prepare comprehensive tax packages to include tax forms for brokerage accounts and alternative investments Communicate (verbal and written) with high-net-worth clients to assist with transactional requests for their accounts Accountable for processing and completing maintenance items on accounts Process and reconcile security and account transfers Process, reconcile and document (for compliance) check deposits and wire transfers Reconcile account transactions (including alternative investment transactions) Assist with cash management tasks and money movement requests Help with account opening tasks Respond to account activity and statement inquiries Provide administrative support as necessary There will be opportunities to work with all members of the team and learn about asset allocation, portfolio management, alternative investments, and trust and estate, insurance, tax, financial and philanthropic planning.
You are one that is committed to making a positive difference for clients in the wealth management industry. You have an interest and curiosity about financial markets and personal finance topics. You are thorough in your work, and operate with a high attention to detail.
What You'll Bring
High proficiency with Microsoft Office Suite Ability to communicate effectively via messaging, phone, email, and verbally Be a contributing team member and assist others with tasks as needed Excellent time management and organization skills Initiating projects and asking, "How can I help?" Perseverance and resourcefulness in problem solving Desire to collaborate in small groups, move toward open dialogue and be surrounded by people equally inspired by learning Comfort with and desire to give and receive feedback Ability to foster relationships with teammates, clients, and third-party vendors Professionalism Creativity EQ, Attunement, and Empathy Undergraduate degree required (provide GPA) 2+ years of professional experience
Our Story
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 financial vision. 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.