Hightower Advisors
Paraplanner - Wisehaupt Bray Asset Management
Hightower Advisors, Florida, New York, United States
Paraplanner - Wisehaupt Bray Asset Management
Join to apply for the Paraplanner - Wisehaupt Bray Asset Management role at Hightower Advisors.
At Wisehaupt Bray Asset Management, we pride ourselves on being your trusted advisor—the one you turn to with every important financial question, and the advisor who understands your preferences, aspirations and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments and encourage you in the pursuit of the future you envision. Our primary clients are Retirees, Private Company Shareholders, Private Companies, Business Owners and Divorcing Individuals.
What You’ll Do
Prepare client meeting materials.
Use financial planning software to support the advisor team.
Input client data and support the financial advisor team with comprehensive financial plans.
Manage performance reporting software and asset allocation programs.
Communicate with advisors and service team.
Create monthly reports and assist with data analysis.
What You’ll Bring
Bachelor’s degree in business, finance, financial planning, or a relevant field.
3+ years of industry experience.
CPA designation is a plus.
Recent graduates in financial planning fields are encouraged to apply.
Takes initiative and prides themselves on precision and reliability.
Excellent at conveying ideas, both in writing and speaking.
Experienced with financial planning tools.
Work well with a team to achieve common goals.
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance.
401k matching plan.
HSA employer 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, 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.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Financial Services, Investment Management, and Capital Markets
#J-18808-Ljbffr
At Wisehaupt Bray Asset Management, we pride ourselves on being your trusted advisor—the one you turn to with every important financial question, and the advisor who understands your preferences, aspirations and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments and encourage you in the pursuit of the future you envision. Our primary clients are Retirees, Private Company Shareholders, Private Companies, Business Owners and Divorcing Individuals.
What You’ll Do
Prepare client meeting materials.
Use financial planning software to support the advisor team.
Input client data and support the financial advisor team with comprehensive financial plans.
Manage performance reporting software and asset allocation programs.
Communicate with advisors and service team.
Create monthly reports and assist with data analysis.
What You’ll Bring
Bachelor’s degree in business, finance, financial planning, or a relevant field.
3+ years of industry experience.
CPA designation is a plus.
Recent graduates in financial planning fields are encouraged to apply.
Takes initiative and prides themselves on precision and reliability.
Excellent at conveying ideas, both in writing and speaking.
Experienced with financial planning tools.
Work well with a team to achieve common goals.
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance.
401k matching plan.
HSA employer 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, 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.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Financial Services, Investment Management, and Capital Markets
#J-18808-Ljbffr