What are the responsibilities and job description for the Service Advisor - Private Vista position at HighTower Advisors?
Our Story
Private Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing the best service we can and solutions to address the individual financial challenges faced by our clients.
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.
Private Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing the best service we can and solutions to address the individual financial challenges faced by our clients.
What You’ll Do
- Client Management: Oversee a fully loaded client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management.
- Technical Skills: Analyze data, design financial plans, and present them effectively to our client base. Stay current with tax laws and serve as a resource for the team. Participate in best practice events to enhance your knowledge and skills.
- Business Development: Develop referrals from your existing clients to expand our client base.
- Client Segmentation: Manage a book of clients, providing tailored financial advice and solutions.
- Proven experience in financial planning and investment management.
- Strong analytical and presentation skills.
- Up-to-date knowledge of tax laws and financial regulations.
- Ability to develop and maintain client relationships.
- Minimum of 7 years of industry experience
- Must hold a Certified Financial Planner (CFP) certification
- Passion for the financial planning business and a genuine interest in helping clients achieve their goals.
- High ethical standards and integrity in all business dealings.
- Commitment to excellence and continuous improvement.
- Entrepreneurial spirit, demonstrated through personal investment in your professional growth and the future of the practice.
- 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 $125,000 - $140,000 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 : $125,000 - $140,000
