Hightower Advisors
Private Wealth Associate - Crest Capital Advisors
Hightower Advisors, San Diego, California, United States, 92189
Private Wealth Associate - Crest Capital Advisors
Join the team at Hightower Advisors. Crest Capital Advisors, a member of the Hightower community, based in San Diego, CA, flips the traditional wealth management model by putting service first to ensure its leaders can remain focused on their clients’ endeavors. Founded by 30‑year industry specialists, Crest Capital delivers full family office services to a select group of clientele nationwide and continuously develops its suite of service offerings.
We are looking for a Private Wealth Associate who is a multitasker with strong communication skills, attention to detail, and the ability to excel in a fast‑paced, evolving practice. The role requires thoroughness, organization, excellent time management, and a drive for growth. You will report to the Managing Director.
Please note that at Crest Capital Advisors we operate in the office Monday‑Friday.
What You’ll Do
Provide white glove level of service to clients, administering client financial accounts and associated money movement.
Produce client balance sheets, meeting materials, and interface with clients on all aspects of money movement and asset/liability management.
Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts.
Onboard new client accounts through the collection of client information and necessary documentation.
Establish new investment accounts – drafting letters and preparing customer welcome packets.
Respond to questions regarding accounts, policies, and procedures.
Review daily activity and reconcile current client activity, fund transfers, and previous day activities to ensure accuracy.
Process client requests (wires, checks, journals, etc.).
Assist clients with establishing online access for statements and confirmation.
Maintain client files.
What You’ll Bring
3+ years of experience in Financial Services.
1+ years of experience in customer service.
Experience working with clients in person and over the phone in a professional manner.
BA/BS degree in business, finance, or related field preferred.
Experience with MS Office applications, such as Word, Excel, and Outlook.
Acquire a working knowledge of the portfolio of accounts.
High level client service skills.
Ability to work effectively in a team environment or independently.
Series 7/66 or 63/65 required.
What We Offer
Annual base salary of $100,000‑$150,000 based on qualifications and experience.
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).
401(k) matching plan.
Employer HSA contributions.
Student loan assistance.
Pet insurance.
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., 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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We are looking for a Private Wealth Associate who is a multitasker with strong communication skills, attention to detail, and the ability to excel in a fast‑paced, evolving practice. The role requires thoroughness, organization, excellent time management, and a drive for growth. You will report to the Managing Director.
Please note that at Crest Capital Advisors we operate in the office Monday‑Friday.
What You’ll Do
Provide white glove level of service to clients, administering client financial accounts and associated money movement.
Produce client balance sheets, meeting materials, and interface with clients on all aspects of money movement and asset/liability management.
Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts.
Onboard new client accounts through the collection of client information and necessary documentation.
Establish new investment accounts – drafting letters and preparing customer welcome packets.
Respond to questions regarding accounts, policies, and procedures.
Review daily activity and reconcile current client activity, fund transfers, and previous day activities to ensure accuracy.
Process client requests (wires, checks, journals, etc.).
Assist clients with establishing online access for statements and confirmation.
Maintain client files.
What You’ll Bring
3+ years of experience in Financial Services.
1+ years of experience in customer service.
Experience working with clients in person and over the phone in a professional manner.
BA/BS degree in business, finance, or related field preferred.
Experience with MS Office applications, such as Word, Excel, and Outlook.
Acquire a working knowledge of the portfolio of accounts.
High level client service skills.
Ability to work effectively in a team environment or independently.
Series 7/66 or 63/65 required.
What We Offer
Annual base salary of $100,000‑$150,000 based on qualifications and experience.
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).
401(k) matching plan.
Employer HSA contributions.
Student loan assistance.
Pet insurance.
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., 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