Private Wealth Associate - The Lerner Group

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.

Your Future Team

The 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 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 Private Wealth Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that excels 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. You will report to the Operations Manager. #LI-Onsite

What You'll Do

• Set up new investment accounts - preparing customer welcome packets / new account documentation
• Help establish online access for statements, confirms, proxy materials and other services
• Process client requests (profile updates, wires, checks, journals, etc.)
• Communicate with advisors from other firms to discuss and process RMD's correctly and accurately
• Review previous day's activity to ensure accuracy
• Respond to questions regarding accounts, policies, and procedures
• Prioritize and organize workflow, and prepare key documents for client meetings
• Complete necessary filing and maintain client files
• Offer administrative and office management support to the team

What You'll Bring

• BA/BS degree in finance or a related field
• 1 or more years of experience in a related field
• Experience with relevant technologies including Fidelity's Wealthscape platform is preferred

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: 3 days working in office, 2 days working remotely

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.