What are the responsibilities and job description for the Wealth Advisor - Fairport Wealth position at Hightower Advisors?
Your Future Team
Fairport Wealth is a values-based, purpose-driven practice that inspires over 2000 families with comprehensive wealth management solutions. Headquartered in Cleveland, Ohio, we serve clients in six regional offices and are strengthened by the resources of Hightower Advisors. Our roots date back to a multi-generational business, and we continue to thrive as a supportive, family-oriented practice. Over six decades, we have thoughtfully incorporated teams with visionary founders, each bringing diverse talents, all of whom looked to put the client first.
Job Summary
The Wealth Advisor in Buffalo, NY engages with clients to understand their financial goals, provide tailored recommendations, and collaborates with our Investment Team to develop long-term strategies. The Wealth Advisor plays a vital role in inspiring families, driving financial success and developing strong connections with our clients. You will report to the Director of Wealth.
What You’ll Do
Embracing our core values is crucial for a Wealth Advisor, as these values form the foundation for promoting a positive workplace culture. Incorporating these values into daily operations is important for enhancing productivity, building strong client relationships, and nurturing an atmosphere of trust and growth.
Team over Self:
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
Fairport Wealth is a values-based, purpose-driven practice that inspires over 2000 families with comprehensive wealth management solutions. Headquartered in Cleveland, Ohio, we serve clients in six regional offices and are strengthened by the resources of Hightower Advisors. Our roots date back to a multi-generational business, and we continue to thrive as a supportive, family-oriented practice. Over six decades, we have thoughtfully incorporated teams with visionary founders, each bringing diverse talents, all of whom looked to put the client first.
Job Summary
The Wealth Advisor in Buffalo, NY engages with clients to understand their financial goals, provide tailored recommendations, and collaborates with our Investment Team to develop long-term strategies. The Wealth Advisor plays a vital role in inspiring families, driving financial success and developing strong connections with our clients. You will report to the Director of Wealth.
What You’ll Do
- Provide holistic wealth management solutions to clients and their families, ensuring adherence to the practice's standard of client experience.
- Develop personalized financial solutions aligned with clients' goals and objectives, demonstrating deep understanding and expertise in various areas such as insurance, retirement planning, estate planning, and tax planning.
- Actively engage with clients to update goals and objectives and implement appropriate recommended solutions.
- Proficiently manage client meetings, including preparation and facilitation.
- Collaborate with the Investment Team to develop long-term investment strategies to meet clients' goals and objectives.
- Support growth initiatives by identifying, exploring, and closing share-of-wallet opportunities with existing clients.
- Bachelor’s degree in finance or related field.
- CFP or CFA certification preferred.
- 5 years of experience in the financial services industry in a client relationship position.
- Excellent written and verbal communication skills, as well as interpersonal skills.
- Proficiency in client relationship management and comprehensive financial planning software and technologies
- Experience with investment management and financial planning topics
- A growth mindset with a commitment to lifelong learning and sharing
Embracing our core values is crucial for a Wealth Advisor, as these values form the foundation for promoting a positive workplace culture. Incorporating these values into daily operations is important for enhancing productivity, building strong client relationships, and nurturing an atmosphere of trust and growth.
Team over Self:
- Collaborative mindset
- Contributor to the greater good
- Sense of shared purpose
- Understanding of goals
- Strive to do the best
- Big-picture thinking
- Thoughtfulness in actions
- Proactive assistance and insight
- Solutions-oriented approach
- Continuous Improvement:
- Commitment to excellence
- Embrace growth opportunities
- Service-oriented mindset
- Put oneself in the shoes of clients (internal or external)
- Salary range of $120,000-$140,000 per year based on qualifications and experience
- 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
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 : $120,000 - $140,000
