Hightower Advisors
Financial Service/ Planning Associate- The Rand Group
Hightower Advisors, Newport Beach, California, us, 92659
Financial Service/Planning Associate – The Rand Group
Join Hightower Advisors as a Financial Service/Planning Associate in our Newport Beach office. This in‑office Monday‑Friday position supports high‑net‑worth individuals and families with comprehensive financial planning, investment strategy, and private market investment solutions.
What You’ll Do
Help collect data, input information, and prepare presentations for financial planning sessions.
Collaborate with advisors to deliver tailored client solutions and manage client financial accounts, including transactions.
Onboard new investment accounts – draft emails, prepare welcome materials, and execute distribution tasks.
Prepare PowerPoint presentations and essential documents for client meetings.
Maintain client files in the Salesforce CRM system.
Prioritize and organize workflows, and support all facets of operations.
Respond to client questions regarding accounts and procedures.
Assist with marketing‑related functions and business development activities.
What You’ll Bring
BA/BS degree in finance or related field.
Series 7, 66, 63/65, CA Insurance License preferred.
3+ years of experience in financial services, including customer service or financial analysis internships.
Experience using MS Office (Word, Excel, PowerPoint).
Detail‑oriented with strong organizational skills.
Self‑starter able to work independently in a fast‑paced environment.
Superior client service and interpersonal skills.
Experience with financial software (eMoney, Money Guide Pro, Salesforce, Nitrogen) preferred.
What We Offer
Annual base salary $65,000–$85,000 plus incentive compensation.
Educational incentives for FINRA licenses and certifications.
401(k)/Profit Sharing Plan.
Health, Dental, Vision, and Life Insurance.
Paid holidays and vacation days.
Equal Opportunity Employer Hightower Advisors 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, disability, medical condition, gender identity or expression, or genetic information. U.S. work authorization is required; no sponsorship will be provided.
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What You’ll Do
Help collect data, input information, and prepare presentations for financial planning sessions.
Collaborate with advisors to deliver tailored client solutions and manage client financial accounts, including transactions.
Onboard new investment accounts – draft emails, prepare welcome materials, and execute distribution tasks.
Prepare PowerPoint presentations and essential documents for client meetings.
Maintain client files in the Salesforce CRM system.
Prioritize and organize workflows, and support all facets of operations.
Respond to client questions regarding accounts and procedures.
Assist with marketing‑related functions and business development activities.
What You’ll Bring
BA/BS degree in finance or related field.
Series 7, 66, 63/65, CA Insurance License preferred.
3+ years of experience in financial services, including customer service or financial analysis internships.
Experience using MS Office (Word, Excel, PowerPoint).
Detail‑oriented with strong organizational skills.
Self‑starter able to work independently in a fast‑paced environment.
Superior client service and interpersonal skills.
Experience with financial software (eMoney, Money Guide Pro, Salesforce, Nitrogen) preferred.
What We Offer
Annual base salary $65,000–$85,000 plus incentive compensation.
Educational incentives for FINRA licenses and certifications.
401(k)/Profit Sharing Plan.
Health, Dental, Vision, and Life Insurance.
Paid holidays and vacation days.
Equal Opportunity Employer Hightower Advisors 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, disability, medical condition, gender identity or expression, or genetic information. U.S. work authorization is required; no sponsorship will be provided.
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