What are the responsibilities and job description for the Financial Advisor - Altium Wealth Management position at Hightower Advisors?
Your Future Team
We started Altium by asking ourselves one simple and transformational question, “What would we want if we were clients?” We believe wealth is compelled by a higher sense of purpose. Our intentions far exceed wealth generation: we seek to empower our clients to create the life that they envision for themselves, their families, and their communities.
Altium is seeking an accomplished and client-focused Financial Advisor to join our team. The financial advisor will be responsible for providing personalized financial planning and investment advice to clients, helping them achieve their short and long-term financial goals. The role requires a deep understanding of financial markets, investments, and strategies, as well as coupled with excellent verbal and non-verbal and rapport-building capabilities.
This role will be positioned in our Madison, CT office and require some on-site training at our Purchase, NY office.
If you are initiative-driven with are excellent at analyzing data and an eagerness to work and learn in a dynamic setting, this may be the position for you!
Altium has five principles that you’ll find in our employees and our clients: envision a brighter future, seek truth, commit to excellence, embrace relationships, and lead selflessly. We strongly believe everyone possesses a quality that drives them. In that ability are the tools to achieve their purpose. We also believe that happiness and fulfillment are not the destination at the end of one's journey, rather, they are achieved in the journey itself.
What You’ll Do
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 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 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.
We started Altium by asking ourselves one simple and transformational question, “What would we want if we were clients?” We believe wealth is compelled by a higher sense of purpose. Our intentions far exceed wealth generation: we seek to empower our clients to create the life that they envision for themselves, their families, and their communities.
Altium is seeking an accomplished and client-focused Financial Advisor to join our team. The financial advisor will be responsible for providing personalized financial planning and investment advice to clients, helping them achieve their short and long-term financial goals. The role requires a deep understanding of financial markets, investments, and strategies, as well as coupled with excellent verbal and non-verbal and rapport-building capabilities.
This role will be positioned in our Madison, CT office and require some on-site training at our Purchase, NY office.
If you are initiative-driven with are excellent at analyzing data and an eagerness to work and learn in a dynamic setting, this may be the position for you!
Altium has five principles that you’ll find in our employees and our clients: envision a brighter future, seek truth, commit to excellence, embrace relationships, and lead selflessly. We strongly believe everyone possesses a quality that drives them. In that ability are the tools to achieve their purpose. We also believe that happiness and fulfillment are not the destination at the end of one's journey, rather, they are achieved in the journey itself.
What You’ll Do
- Assess client’s financial situations, including income, expenses, assets and liabilities to develop tailored financial plans.
- Provide advice on investment options, retirement planning, tax strategies, estate planning, and risk management.
- Educate clients on financial products, services, and strategies to empower informed decision-making.
- Collaborate with other professionals to ensure comprehensive financial solutions
- Stay current on industry regulations and economic conditions.
- Maintain adequate records and utilize various technologies to interact with internal departments.
- Bachelor’s degree preferred.
- One to three years’ financial services experience.
- Very strong attention to detail and strong organization skills.
- Is willing to work towards or is currently pursuing a CFA or CFP designation.
- Strong Excel skills.
- Experience with the following tools a plus: Black Diamond, eMoney, Bloomberg, Salesforce, FactSet or other planning and analytic tools.
- 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.
- Base salary of $90,000 - $125,000 plus discretionary bonus (exact base salary amount will be dependent on experience).
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 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 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.
Salary : $90,000 - $125,000
