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About the Role

Treasury Partners, an advisory practice within Hightower Advisors, seeks a professional to partner with Financial Advisors, support their business, and provide essential functions like account opening, maintenance, asset allocation, and portfolio implementation. This role involves direct client interaction, relationship development, portfolio analysis, and strategic planning.

Responsibilities

• Partner with Financial Advisors to support their business and provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, strategic planning and operational support
• Work directly with clients in all aspects of client servicing with the ability to developing relationships
• Provide portfolio analysis for clients/prospects to determine appropriate investment strategies
• Partner with teammates to provide client service

Requirements

• BA/BS degree
• 3+ years client service experience
• Knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet
• Series 7 & 66 are required
• Interest in becoming a CFP
• U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Skills

• Salesforce
• Pershing Netx360
• Fidelity Weathscape
• Envestnet

Location

• New York City

Work Type

• Full-time

Experience Level

• 3+ years

Education Level

• BA/BS degree

Salary/Compensations

• $100,000-$115,000 plus discretionary bonus

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

About the Company

• Treasury Partners operates as an advisory practice within Hightower Advisors, a financial services company established in 1988.
• 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 financial vision.
• Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

Equal Opportunity

• Hightower is an equal opportunity employer and does not discriminate based upon 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.