BocaRatonRecruiter Since 2001
the smart solution for Boca Raton jobs

Wealth Strategist

Company: HighTower Advisors
Location: Boca Raton
Posted on: January 12, 2022

Job Description:

The FirmFounded 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).Your Future TeamThe Lerner Group uses decades of industry experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We strive 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. We are:Adaptable. You have the instinctive need to achieve objectives despite the hurdles that may come along the way. You are ready to join a fast-paced environment and are adaptable to constant change.Agile. You are comfortable navigating ambiguity and working with competing priorities. You maintain composure and remain positive under pressure and know how to influence stakeholders even when the situation might be complex.Team player. You love collaborating and sharing ideas. You're ready to roll up your sleeves, trust your teammates, and support as needed.Clear communicator. You communicate clearly and concisely. You're great at getting and giving respectful and productive feedback to candidates and colleagues.Highly organized. You know how to manage multiple projects and prioritize appropriately. You create clear and logical systems and processes to support your work and that of the organizationThe RoleWe are seeking a successful Wealth Strategist who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate 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.What You'll DoReviewing and analyzing, drafting and revising a wide array of estate planning documentsCollaborating with clients and their advisors to develop strategies designed to meet specific goals, trusts, business structures and projectsSetting up any trusts you might need to protect your assets, both for your own benefit during your lifetime in the event of incapacity, and for the benefit of your beneficiaries after your deathEstablishing durable power of attorney and medical durable power of attorneyDiscuss inheritance plan with clients to confirm the future transfer of assetsOptimize tax implications while considering family dynamicsMaking sure all documents that were reviewed and created are fully explained at the level the client can understandWorking collaboratively as part of a teamWhat You'll BringThe 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.Solid understanding of advisor needs; 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.Required Skills/Experience2+ years of relevant experience with a strong interest in estate planning.Applicants must be licensed in the Florida barWord and ExcelDesired but not requiredLLM or CPAOther detailsPay type - SalaryRelocation is not offered for this opportunity

Keywords: HighTower Advisors, Boca Raton , Wealth Strategist, Other , Boca Raton, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Boca Raton RSS job feeds