What are the responsibilities and job description for the Senior Wealth Planner - Bluerock Wealth Mgmt position at Hightower Advisors?
Your Future Team
Bluerock Wealth Management is a fiduciary fee-only RIA firm. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach.
The Role
We are looking for a Senior Wealth Planner to help bring our mission to life. The Senior Wealth Planner is an important team member and directly delivers value to our clients. You will report to the Partner.
What You'll Do
- Work with Wealth Managers to service a group of client relationships and facilitate the onboarding of new client relationships. As a Senior Wealth Planner, you will support the Wealth Manager on clients with a higher level of complexity. This encompasses the following:
- Oversee a schedule of client reviews, along with Wealth Manager, and reaching out to clients to coordinate meetings.
- Complete relevant items for client review meetings, including meeting preparation, attending meetings along with a Wealth Manager and taking meeting notes, and following-up on action items resulting from meetings.
- Facilitate the onboarding of new clients and support existing clients, including heavy communication with the Operations department
- Gather and organize client financial information from statements, tax returns, insurance policies, and estate plans, to create and implement customized financial plan recommendations for our clients
- Comprehend and flowchart estate planning documents
- Collaborate with investment team regarding investment related tasks
- Respond to client service requests
- Train Wealth Planners
- Review deliverables created by Wealth Planners and provide guidance
- Continue to expand knowledge across all departments of financial planning, including investments, education planning, insurance, tax, retirement analysis and estate planning
- Achieve proficiency in relevant technologies including eMoney Financial Planning software, Black Diamond performance reporting platform, BNA Income Tax Planner, Salesforce, Fidelity's Wealthscape platform and Schwab Advisor Services platform
What You’ll Bring
- Bachelor’s Degree: Accounting or Finance degree is preferred
- CFP®, CPA, or CFA is required
- Excellent attention to detail
- Strong written and verbal communication skills
- Three to six years’ experience providing personal financial advice which includes investment, tax, estate, and insurance planning
- Ability to work independently and stay organized
- Strong preference to someone with experience working at a RIA (registered investment advisory) firm
What We Offer
- Coverage on the first day of employment for medical, dental, and vision insurance
- 401k Matching Plan
- Paid Parental Leave
- Student Loan Assistance
- Pet Insurance
- Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
- Work/life Balance: Vacation time, flexible schedule
- Career Path Opportunities
About Hightower:
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.
