HighTower
Private Wealth Associate - The Lerner Group
HighTower, Deerfield, Illinois, United States, 60063
Your Future Team
The Lerner Group uses decades of industry experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must be consonant. This approach strengthens communication, education and wealth planning decisions throughout all generations.
What You’ll Do We are looking for a successful Private Wealth Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful. You will report to the Operations Manager.
Set up new investment accounts – preparing customer welcome packets / new account documentation
Help establish online access for statements, confirms, proxy materials and other services
Process client requests (profile updates, wires, checks, journals, etc.)
Communicate with advisors from other firms to discuss and process RMD's correctly and accurately
Review the previous day’s activity to ensure accuracy
Respond to questions regarding accounts, policies, and procedures
Prioritize and organize workflow, and prepare key documents for client meetings
Complete necessary filing and maintain client files
Offer administrative and office management support to the team
What You’ll Bring
BA/BS degree in finance or a related field
1 or more years of experience in a related field
Experience with relevant technologies including Fidelity's Wealthscape platform is preferred
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
Pet insurance
Hybrid work model: 3 days onsite and 2 days remote each week .
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, 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 financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
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.
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What You’ll Do We are looking for a successful Private Wealth Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful. You will report to the Operations Manager.
Set up new investment accounts – preparing customer welcome packets / new account documentation
Help establish online access for statements, confirms, proxy materials and other services
Process client requests (profile updates, wires, checks, journals, etc.)
Communicate with advisors from other firms to discuss and process RMD's correctly and accurately
Review the previous day’s activity to ensure accuracy
Respond to questions regarding accounts, policies, and procedures
Prioritize and organize workflow, and prepare key documents for client meetings
Complete necessary filing and maintain client files
Offer administrative and office management support to the team
What You’ll Bring
BA/BS degree in finance or a related field
1 or more years of experience in a related field
Experience with relevant technologies including Fidelity's Wealthscape platform is preferred
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
Pet insurance
Hybrid work model: 3 days onsite and 2 days remote each week .
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, 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 financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
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.
#J-18808-Ljbffr