Private Vista LLC
Overview
We are seeking a Wealth Management Development Associate to support the Senior Advisor/Partner and grow toward managing your own client base. This role involves client management, technical financial planning, and future business development within Private Vista LLC. What You’ll Do
Client Management:
Oversee a client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management. Technical Knowledge:
Analyze data, design financial plans, and present them to clients. Stay current with tax laws and serve as a resource for the team. Participate in best practice events to enhance knowledge and skills. Business Development:
Develop referrals from existing clients and your professional network to expand the client base. While not required in the early stages, it will be important for ongoing career and compensation growth. Client Segmentation:
Manage a book of clients, providing tailored financial advice and solutions. What You’ll Bring
2-5 years of work experience Relationship building and management skills Passion for the financial planning business and a genuine interest in helping clients achieve their goals High ethical standards and integrity in all business dealings Commitment to excellence and continuous improvement Entrepreneurial spirit, demonstrated through personal investment in your professional growth and the team’s future What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) 401k matching plan HSA employer contributions Student loan assistance 40-hour work week, with year-round 5-hour Fridays Competitive PTO Policy Hybrid in Office Policy Base salary of $75,000 - $100,000 plus discretionary bonus (base salary amount will be dependent on experience) Compensation Details
This range is provided by Private Vista LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Pay Range
$75,000.00/yr - $100,000.00/yr Additional compensation types
Annual Bonus and Commission Hightower Story
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 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). EEO Statement
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon 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 possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future. Seniorities
Entry level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Private Vista LLC by 2x Nearby opportunities
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We are seeking a Wealth Management Development Associate to support the Senior Advisor/Partner and grow toward managing your own client base. This role involves client management, technical financial planning, and future business development within Private Vista LLC. What You’ll Do
Client Management:
Oversee a client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management. Technical Knowledge:
Analyze data, design financial plans, and present them to clients. Stay current with tax laws and serve as a resource for the team. Participate in best practice events to enhance knowledge and skills. Business Development:
Develop referrals from existing clients and your professional network to expand the client base. While not required in the early stages, it will be important for ongoing career and compensation growth. Client Segmentation:
Manage a book of clients, providing tailored financial advice and solutions. What You’ll Bring
2-5 years of work experience Relationship building and management skills Passion for the financial planning business and a genuine interest in helping clients achieve their goals High ethical standards and integrity in all business dealings Commitment to excellence and continuous improvement Entrepreneurial spirit, demonstrated through personal investment in your professional growth and the team’s future What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) 401k matching plan HSA employer contributions Student loan assistance 40-hour work week, with year-round 5-hour Fridays Competitive PTO Policy Hybrid in Office Policy Base salary of $75,000 - $100,000 plus discretionary bonus (base salary amount will be dependent on experience) Compensation Details
This range is provided by Private Vista LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Pay Range
$75,000.00/yr - $100,000.00/yr Additional compensation types
Annual Bonus and Commission Hightower Story
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 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). EEO Statement
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon 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 possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future. Seniorities
Entry level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Private Vista LLC by 2x Nearby opportunities
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr