Wealth Management Associate

Job Description

Our Story

Private Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing the best service we can and solutions to address the individual financial challenges faced by our clients.

Your Future Team

Do you aspire to work with a team that trusts and relies on you for your insight, relishes your analytical depth, and is blown away by your productivity and efficiency? Do you desire a clear and defined roadmap for your professional development and career path? Does having a coach / mentor dedicated to your success sound compelling? How about working for a team that truly recognizes your hard work and commitment? As a wealth advisor, you will support a Senior Advisor / Partner in our organization and grow quickly to manage your own client base.

What You’ll Do

• Client Management : Oversee a client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management.
• Technical Knowledge : Analyze data, design financial plans, and present them effectively to the client base. Stay current with tax laws and serve as a resource for the team. Participate in best practice events to enhance your knowledge and skills.
• Business Development : Develop referrals from your existing clients and your professional network to expand our client base. While business development will not be required in the early stages of this role, It will be important for ongoing career and compensation growth.
• Client Segmentation : Manage a book of clients, providing tailored financial advice and solutions .

What You’ll Bring

What We Offer

Hightower Story :

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 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.