Hightower Advisors
Private Wealth Advisor - Twickenham Advisors
Hightower Advisors, Huntsville, Alabama, United States, 35824
Overview
Twickenham Advisors operates as a business unit within Hightower Advisors, an advisor-owned financial services company. Our team provides financial services primarily to high-net-worth individuals and families, including financial planning, development of an investment strategy and implementation of actions that support our clients’ goals. What You’ll Do
Maintain and expand existing client relationships ensuring the successful transition and retention of clients Attract and develop new client relationships by promoting a network of COIs, referrals and community involvement, in addition to working with prospective clients Oversee the preparation of client financial plans and comprehensive client wealth management reviews, and present these to clients Establish client investment goals, including asset allocation, risk tolerance, and cash flow planning Develop strong relationships with clients becoming a trusted resource for all aspects of their financial lives Maintain frequent contact with clients, including periodic in-person meetings Regularly communicate with clients regarding their financial plan, updating them with circumstances, needs and objectives as well as reviewing investment performance Educate clients about market conditions, evidence-based investment principles, regulatory or tax changes, and other factors that may influence decisions Participate in Investment Committee discussions around asset allocation and security selection Work with the team on larger and more complex client situations Identify and nurture potential clients Become familiar with our client service offerings, including planning, investments and other value-added services Participate in projects and internal working groups to ensure maximum delivery of value to clients in our programs Represent Twickenham Advisors in sponsored partnerships and events and in the broader community through philanthropy and other opportunities Collaborate with potential clients and their legal and accounting professionals/advisors to help improve clients’ individual, business, tax, and estate plans Develop a personal business plan to achieve revenue and business objectives Track pipeline and communicate results with Advisor’s Manager Build productive relationships with co-workers, vendors, and other important contacts Stay up to date with industry changes through continuing education Qualities and Traits
Have the skills to connect with clients/prospects to discover their true motivations and priorities with their monies Motivated for success Bring enthusiasm to the team Ability to hit the ground running with building trust and confidence with existing and new clients Natural desire to be a problem solver Work effectively and respectfully in a team environment; ready to pitch in Ability to manage changing priorities and set expectations with others Excellent written and verbal communication skills with the ability to simplify complex concepts for clients with different levels of investment experience What You’ll Bring
5 or more years of direct client-facing experience in the investment/wealth management business CFP certification is desired Experience with tools like eMoney, Salesforce, Black Diamond, etc. is preferred High level tax planning and estate planning experience preferred Required Series 7, Series 63 & 65 or 66 What We Offer
Medical, Dental, and Vision Insurance 401k Matching Plan Paid Parental Leave Flexible PTO Plan EEO Statement
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 Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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Twickenham Advisors operates as a business unit within Hightower Advisors, an advisor-owned financial services company. Our team provides financial services primarily to high-net-worth individuals and families, including financial planning, development of an investment strategy and implementation of actions that support our clients’ goals. What You’ll Do
Maintain and expand existing client relationships ensuring the successful transition and retention of clients Attract and develop new client relationships by promoting a network of COIs, referrals and community involvement, in addition to working with prospective clients Oversee the preparation of client financial plans and comprehensive client wealth management reviews, and present these to clients Establish client investment goals, including asset allocation, risk tolerance, and cash flow planning Develop strong relationships with clients becoming a trusted resource for all aspects of their financial lives Maintain frequent contact with clients, including periodic in-person meetings Regularly communicate with clients regarding their financial plan, updating them with circumstances, needs and objectives as well as reviewing investment performance Educate clients about market conditions, evidence-based investment principles, regulatory or tax changes, and other factors that may influence decisions Participate in Investment Committee discussions around asset allocation and security selection Work with the team on larger and more complex client situations Identify and nurture potential clients Become familiar with our client service offerings, including planning, investments and other value-added services Participate in projects and internal working groups to ensure maximum delivery of value to clients in our programs Represent Twickenham Advisors in sponsored partnerships and events and in the broader community through philanthropy and other opportunities Collaborate with potential clients and their legal and accounting professionals/advisors to help improve clients’ individual, business, tax, and estate plans Develop a personal business plan to achieve revenue and business objectives Track pipeline and communicate results with Advisor’s Manager Build productive relationships with co-workers, vendors, and other important contacts Stay up to date with industry changes through continuing education Qualities and Traits
Have the skills to connect with clients/prospects to discover their true motivations and priorities with their monies Motivated for success Bring enthusiasm to the team Ability to hit the ground running with building trust and confidence with existing and new clients Natural desire to be a problem solver Work effectively and respectfully in a team environment; ready to pitch in Ability to manage changing priorities and set expectations with others Excellent written and verbal communication skills with the ability to simplify complex concepts for clients with different levels of investment experience What You’ll Bring
5 or more years of direct client-facing experience in the investment/wealth management business CFP certification is desired Experience with tools like eMoney, Salesforce, Black Diamond, etc. is preferred High level tax planning and estate planning experience preferred Required Series 7, Series 63 & 65 or 66 What We Offer
Medical, Dental, and Vision Insurance 401k Matching Plan Paid Parental Leave Flexible PTO Plan EEO Statement
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 Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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