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Treasury Partners operates as a business unit within Hightower Advisors, an advisor-owned financial services company. Established in 1988, Treasury Partners provides investment services to corporations, endowments, foundations, and wealthy families. These services include comprehensive wealth management, customized portfolio reporting, and development of investment guidelines and strategies. The group consists of 28 investment professionals located in New York City and services over 300 clients globally with over $22 billion in client assets. Treasury Partners has been listed on Barron’s Top 100 Financial Advisors for 19 consecutive years. As a growing company, opportunities for internal growth and career development are plentiful.
What You’ll Do
- Partner with Financial Advisors to support their business and provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, strategic planning and operational support
- Work directly with clients in all aspects of client servicing with the ability to developing relationships
- Provide portfolio analysis for clients/prospects to determine appropriate investment strategies
- Partner with teammates to provide exceptional Client Service
- Work with senior professionals to fuel career success
- BA/BS degree
- 1+ years Client Service experience
- Knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet a plus
- Series 7 & 66 preferred
- Interest in becoming a CFP
- As a growing company, opportunities for internal growth and career development are plentiful
- 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
- Salary- $90,000-$100,000 plus bonus (exact amount 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, 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 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.
