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Who We Are
Investment Security Group (ISG) was founded in 1992 with the mission of becoming a "client first" boutique firm offering a one-stop resource of personalized investment and financial planning services. Over three decades later, we've held true to these ideals. Our firm is an ensemble of financial professionals where team members work together on behalf of our clients. We are fiduciaries and truly believe our collaborative approach creates an outstanding result for every client we serve. In September 2021, ISG partnered with Hightower Advisors LLC. This unique partnership allows ISG the autonomy to maintain our boutique firm culture yet offer the resources of a much larger organization.
The Role
We are looking for an experienced Senior Wealth Advisor who is a relationship builder at heart with a strong track record of making a positive impact on clients' lives. You will cultivate deep relationships with clients while managing the relationship including investments, taxation, estate planning and retirement planning. As a senior member of our team, you are self-motivated and skilled at managing client relationships. You can perform at a high level under variable workloads and work well in a highly collaborative team environment. You will report to the CEO. #LI-Onsite
What You'll Do
We ask that you have experience working with high-net worth individuals in different formats such as: integrating economic insights, market developments, portfolio positioning, and conduct client-focused meetings and presentations.
What You'll Bring
You will have experience and attributes in the following areas:
Required Experience
What We Offer
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.
Full Time
Business Services
$85k-120k (estimate)
08/05/2023
04/26/2024
hightoweradvisors.com
CHICAGO, IL
200 - 500
2007
Private
ELLIOTT WEISSBLUTH
$10M - $50M
Business Services
HighTower Advisors is a financial services firm that provides fiduciary financial planning, wealth management and investment services.