Financial Advisor

Company: Hightower Advisors
Location: Saint Louis
Posted on: June 13, 2021

Job Description:

The Firm

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., the firm operates as a registered investment advisor (RIA).

Hightower Wealth Advisors- St. Louis

Founded 30 years ago, Hightower Wealth Advisors - St. Louis is an ensemble practice and is a successful blend of two strong and established firms whose principles recognize the experience for clients could be enhanced with a multi-faceted, multi-generational team. The firm was founded by two women and we now have a diverse professional team split between women and men that collaborate rather than compete. The firm is built with an eye on gathering top talent, those at the top of their profession and specialty who recognize the value of strong collaboration to serve our clients.

The Role

We are seeking a successful Financial Advisor who is adept at developing, supporting, and managing client relationships.

Responsibilities

• Manage and retain established client relationships
• Work with partners to assist with largest clients
• Strong communication skills and motivation to build a wider network of clientele. Ability to target centers of influence, new business opportunities, family offices as well as other niche markets.
• Contact clients and prospective clients with relevant and timely information utilizing the client service model
• Assist with analyses and preparation of prospective and current clients' planning, investments, and conduct in-depth client reviews to uncover new business opportunities.
• Strong follow-through and follow-up skills to monitor progress.
• Self-motivated and relentless in seeking solutions and answers
• Adheres to and is knowledgeable regarding regulatory requirements
• Strong communication skills and motivation to build a wider network of clientele. Ability to target centers of influence, new business opportunities, family offices as well as other niche markets.
• Systematically communicate with prospective clients and track progress.

The Person

The candidate should have strong professional verbal and written communication-, and interpersonal skills, as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes. The position requires the willingness to work a flexible schedule, incl. select travel, and offers an attractive development path within Hightower.

The ideal candidate will have experience and attributes in the following areas:

• Strong interpersonal skills and an innate ability to build immediate rapport with personnel and clients.
• Experience in delivering client-focused solutions.
• Demonstrable experience in developing efficient strategies to "power" complex and diverse advisor practices.
• Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization.
• Charity and community engagement preferred

Required Skills/Experience

• Minimum 5 years direct experience as a financial advisor
• BS degree required; CFP, CIMA, CPA preferred
• Series 7 License; 65 or 66 licenses
• Good knowledge of markets across various asset classes
• Excellent verbal and written communication skills
• Team player able to work in a collegial and close collaboration environment
• High integrity is vital on both personal and professional level

Other details

• Pay Type Salary

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• 1401 S Brentwood Blvd Suite 550, St. Louis, MO 63144, USA

Keywords: Hightower Advisors, St. Louis , Financial Advisor, Other , Saint Louis, Missouri