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SalaryThe Firm
Bluerock Wealth Management is a fiduciary fee-only firm. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation.
The Role
We are looking for an experienced Wealth Manager to deliver a high level of personalized, attentive service to our clients, serving as a primary resource for all financial needs. You have a passion for making a positive impact on clients’ lives. You are a proactive learner, who produces results amid varying work demands. As a growing company, Bluerock offers plentiful opportunities for internal growth and career development. You will report to a Partner of the firm. #LI-Onsite
What You'll Do:
- Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning
- Conduct in-depth reviews for clients and prospective clients
- Develop financial plans and strategies to achieve clients’ unique financial goals
- Facilitate meetings with clients and potential clients
- Identify opportunities or pitfalls that may be present when it comes to all facets of a client’s financial picture
- Keep abreast of the ever-changing landscape of financial planning, including economic, legal, and investment trends, and general market developments and business challenges that may affect affluent clients
- Actively work with members of the operations, planning and investment teams to create/incorporate best practices
- Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs
- Bachelor’s Degree, preferably in finance or accounting
- 7+ years in client facing role
- CFP®, CPA or CFA designation required
- High level tax planning and estate planning experience preferred
- Familiarity with the unique aspects of working with small business owners and physicians
- Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms a plus
- Ability to hit the ground running with building trust and confidence with existing and new clients
- Strong knowledge of the RIA, fee-only space
- Coverage on the first day of employment for medical, dental, and vision insurance
- 401k Matching Plan
- Paid Parental Leave
- Student Loan Assistance
- Pet Insurance
- Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
- Work/life Balance: Vacation time, flexible schedule
- Career Path Opportunities
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 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.
