Private Wealth Associate - Crest Capital Advisors
$100k/y-$150k/y
Hightower Advisors21 hours ago
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OnsiteFull-timeMid
Summary
Hightower Advisors is seeking a Private Wealth Associate to join their team in San Diego, CA. The role involves providing high-level service to clients, managing financial accounts, and ensuring accurate administration of client activities.
About the Role
As a Private Wealth Associate, you will deliver white glove service to clients, manage client financial accounts, produce balance sheets, onboard new clients, and respond to inquiries regarding accounts and policies. You will also review daily activities, process client requests, and maintain client files while collaborating with the team to ensure smooth operations.
About You
Required:
- 3+ years of experience in Financial Services
- 1+ years of experience in customer service
- Series 7/66 or 63/65 required
- High level client service skills
Preferred:
- BA/BS degree in business, finance or related field
- Experience in MS Office applications, such as Word, Excel, and Outlook
- Ability to work effectively in a team environment or independently
Benefits
- Annual base salary of $100k-$150k 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
Hightower Advisors
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K 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., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
San Diego, CA