Your Future Team

The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans.

We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must consonance.

This approach strengthens communication, education, and wealth planning decisions throughout all generations.

The Role

We are looking for a successful Service Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization.

The Service Advisor will work closely with Managing Directors and Senior Wealth Advisors to strengthen the relationships and serve our clients.

The service advisor will also have the opportunity to be the primary point of contact for a select group of clients. Our ideal candidate enjoys building meaningful long lasting client relationships and helping others achieve their goals, is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads.

As a rapidly growing company, opportunities for internal growth and career development are plentiful. You will report to the Managing Director, Partner. #LI-Hybrid

What You'll Do

• Maintain and expand existing client relationships
• Support lead advisor, their clients and families through a variety of tasks
• Conduct portfolio and planning reviews
• Lead a first-class onboarding experience for new client relationships
• Develop and deliver customized financial plans
• Prepare investment proposals
• Support our business development efforts
• Adhere to and is knowledgeable of regulatory requirements

What You'll Bring

• 3 years of relevant financial services experience
• 5 Years of professional work experience
• Industry knowledge of different financial planning and investment concepts
• Able to handle multiple undertakings at once, ranging from analytical to relational tasks
• Team-oriented individual to support a growing advisory practice
• Experience with Money Guide Pro, Black Diamond and Salesforce a plus
• Securities representative licenses (Series 65 or 66)

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Student Loan Assistance
• Pet Insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• Hybrid work schedule

Hightower Advisors - Our 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).

Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others' perspectives, and have an uncompromising dedication to excellence.

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.

Last updated : 2024-04-24