Private Wealth Advisor - Twickenham Advisors

Twickenham Advisors operates as a business unit within Hightower Advisors, a leading advisor-owned financial services company. Our team provides financial services primarily to high-net-worth individuals and families, including financial planning, development of an investment strategy and implementation of actions that support our clients’ goals.

Private Wealth Advisor: We are looking for an experienced Private Wealth 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. You are self-motivated, adept at managing client relationships, perform at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to a Managing Director.

What You’ll Do

• Maintain and expand existing client relationships ensuring the successful transition and retention of clients
• Attract and develop new client relationships by promoting a network of COI’s, referrals and community involvement, in addition to working with prospective clients
• Oversee the preparation of client financial plans and comprehensive client wealth management reviews, and present these to clients
• Establish client investment goals not limited to: asset allocation, risk tolerance, cash flow planning, etc.
• Develop strong relationships with clients becoming a trusted resource for all aspects of their financial lives
• Maintain frequent contact with clients including periodic out of state travel for in-person meetings
• Regularly communicate with clients regarding their financial plan, updating them with circumstances, needs and objectives as well as reviewing investment performance
• Educate clients about market conditions and evidence-based investment principles, regulatory or tax changes, and other factors that may influence clients’ decisions or behavior
• Participate in Investment Committee discussions around asset allocation and security selection
• Work with the team on larger and more complex client situations
• Identify and nurture potential clients
• Become familiar with our client service offerings, including planning, investments and other value-added services
• Participate in projects and internal working groups to ensure maximum delivery of value to clients in our programs
• Represent Twickenham Advisors in sponsored partnership and events and in the broader community through philanthropy and other event opportunities
• Work with potential clients and their legal and accounting professionals/advisors to improve our client's individual, business, tax, and estate plans
• Develop personal business plan to achieve revenue and business objectives
• Track pipeline and communicate results with Advisor’s Manager
• Build productive relationships with co-workers, vendors, and other important contacts
• Stay up to date with industry changes through continuing education with emphasis
  
  
  

Qualities and Traits

• Have the skills to connect with clients/prospects to discover their true motivations and priorities with their monies
• Motivated for success
• Bring enthusiasm to our team
• Ability to hit the ground running with building trust and confidence with existing and new clients
• Natural desire to be a problem solver
• Work effectively and respectfully in a team environment; ready to pitch in
• Ability to manage changing priorities and set expectations with others
• Excellent written and verbal communication skills with the ability to simplify complex concepts for clients with different levels of investment experience
  
  
  

What You’ll Bring

• 5 or more years of direct client-facing experience in the investment / wealth management business
• CFP® certification is desired
• Desired experience in tools like eMoney, Salesforce, Black Diamond, etc.
• High level tax planning and estate planning experience preferred
• Required Series 7, Series 63 & 65 or 66
  
  
  

What We Offer

• Medical, Dental, and Vision Insurance
• 401k Matching Plan
• Paid Parental Leave
• Flexible PTO Plan
  
  
  

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.