What are the responsibilities and job description for the Client Service Associate Intern - LRG Wealth Advisors position at Hightower Advisors?
Your Future Team
LRG Wealth Advisors is a leading financial planning and advisory practice managing $500 million in assets in New York City. We partner with esteemed custodians Fidelity, Pershing, and Schwab to provide our clients with the best possible financial solutions. Our mission is to help individuals enhance their wealth, plan for the future, and create memorable experiences. We prioritize the interests of our clients in all situations, and our investment process and portfolio management approach reflect our commitment to service.
We are looking for candidates who are available to work part time in-office throughout the full year, 2-3 days, averaging 15-20 hours per week. Opportunity for growth beyond internship-level role.
Role Description
This part-time, on-site Client Services Associate Intern role is located in New York, NY. As an intern, you will have the opportunity to be involved in day-to-day tasks that support our clients and team. You will assist with client outreach, account maintenance, and administrative tasks. This role offers valuable learning experience in a dynamic and collaborative environment. The salary range for this position is $20.00-$23.00 per hour based on qualifications. You will report to the Managing Director.
What You’ll Bring
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 vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
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.
LRG Wealth Advisors is a leading financial planning and advisory practice managing $500 million in assets in New York City. We partner with esteemed custodians Fidelity, Pershing, and Schwab to provide our clients with the best possible financial solutions. Our mission is to help individuals enhance their wealth, plan for the future, and create memorable experiences. We prioritize the interests of our clients in all situations, and our investment process and portfolio management approach reflect our commitment to service.
We are looking for candidates who are available to work part time in-office throughout the full year, 2-3 days, averaging 15-20 hours per week. Opportunity for growth beyond internship-level role.
Role Description
This part-time, on-site Client Services Associate Intern role is located in New York, NY. As an intern, you will have the opportunity to be involved in day-to-day tasks that support our clients and team. You will assist with client outreach, account maintenance, and administrative tasks. This role offers valuable learning experience in a dynamic and collaborative environment. The salary range for this position is $20.00-$23.00 per hour based on qualifications. You will report to the Managing Director.
What You’ll Bring
- Ability to work independently and as part of a team
- Strong organizational and time management skills
- Excellent attention to detail and accuracy
- Ability to prioritize and multitask in a fast-paced environment
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong verbal and written communication skills
- Prior experience or coursework in finance, business, or a related field is a plus
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 vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
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.
Salary : $20 - $23
