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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).
Your Future Team
VWG Wealth Management implements creative, planning-driven Wealth Management solutions for individuals, families and small businesses. We are motivated to excellence in our service to clients. Motivated by personal integrity and care for our clients, every member of our team leads.
Job Overview
The Wealth Advisor works with and reports to the Lead Advisor to manage assigned client households. The associate supports client relationships with an emphasis on financial planning. You will work in a team environment and collaborate with members of the investment team, financial planning team, service team and other Wealth Advisors. You will provide the opportunity to grow into a Lead Advisor, managing client relationships. This is a full-time position.
Essential Functions
- Work with Lead Advisors to manage client relationships with the goal of becoming primary advisor on relationship.
- Prepare client deliverables and participate in client review meetings, taking notes and following-up on relevant items; begin to cultivate client relationships.
- Work with Lead Advisors to manage a schedule of client reviews; reach out to clients to schedule meetings.
- Review client financial data and gather information from statements, tax returns, insurance policies, and estate plans to prepare financial plans using eMoney software.
- Collaborate with client service team and investment team on operational and investment related tasks.
- Work with lead advisor and financial planning team to implement financial plan recommendations.
- Help present client advice to individual clients following our planning processes, investment strategy and fiduciary standard.
- Continue to expand knowledge across all departments of financial planning, including cash flow management, investments, insurance, tax strategy, retirement analysis and estate planning.
- Network with the business community to help increase visibility of VWG brand.
- Contribute content for ongoing education workshop series, firm newsletters, and blog posts.
- Achieve proficiency in relevant technologies including eMoney Financial Planning software, BlackDiamond performance reporting platform and Fidelity's Wealthscape execution platform.
- Excellent verbal, written, presentation and interpersonal skills
- Detail-oriented with the ability to prioritize and organize workflow
- Keep current on and use best business practices
- Comfortable working with clients in person and over the phone in a professional manor
- Technology skills: Microsoft applications (Outlook, Excel, PowerPoint and Word)
- Use collaborative team approach
- Commit to exceeding client expectations
- Weigh alternatives against goals and arrive at reasonable decisions
- Listen and respond to client questions
- Bachelor's degree
- 2-5 years in a Wealth Management related position
- CFP or committed to starting the program within first year of employment
VWG Wealth Management places a high value on employee happiness and professional development. We offer a fun, collaborative work environment that is ideal for working parents (children and pets!). We believe our team can best serve our clients when employees can also take care of themselves and their family. To foster this supportive culture, we provide a flexible hybrid work schedule, unlimited paid time off, and two weeks to work from anywhere. Averaging an employee tenure of 10 years, our solid foundation of talent and expertise affords ample opportunities for employee development and career progression. VWG team members work collectively to learn and improve in a fun, productive environment. #LI-Hybrid
Work Environment
This job operates in a professional office environment. You will use standard office equipment such as computer, phones, copiers, filing cabinets and fax machines.
Travel
Occasional local travel may be required.
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.
