Associate Portfolio Wealth Advisor - Resource Consulting Group

Your Future Team

Resource Consulting Group (RCG), is an independent, fee-only financial planning and investment advisory firm. RCG brings together the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management. The first and most important thing we do is listen.

• Purpose: Help you live your ideal life.
• Niche: Reduce the complexities of wealth through discipline and expertise.
• Core Values: Passionate | Balanced | Responsible | Humble | Collaborative
• Four Uniques: Credentialed/Expertise | Stable (longevity) | Collaborative | Comprehensive

Job Summary:

We are looking for an Associate Portfolio Wealth Advisor to join our team. You will assist Wealth Advisors in understanding clients' overall financial situation, defining and managing client expectations and providing vision for client's needs, and provide consistent and high-quality client service.

Assist the Portfolio Manager in understanding the comprehensive nature of investments, evaluating our investment portfolios, programs, policies and philosophy. You will be collaborative and will require a partnership approach with colleagues and vendors. You will report to the Director of Financial Planning. #LI-Onsite

What You'll Do:

• Assist Wealth Advisors as a contact for client relationships in performing multiple financial planning duties for new and existing clients.
• Prepare and review information needed for client meetings.
• Assist in client meetings and present information.
• Assign, monitor and complete tasks in CRM.
• Assist clients in the decision-making process with issues related to tax, estate planning, charitable giving, multi-generational planning.
• Communicate and collaborate with clients' professional contacts, i.e. CPAs, attorneys, insurance agents, etc.
• Document client conversations and activities in CRM.
• Monitor clients' portfolios daily. Make trades resulting from client deposits, withdrawals, rebalancing and annual tax trading.
• Review investment and trading issues.
• Provide backup relationship management for accounts served by other advisors and support to the team.
• Stay abreast of industry changes through continuing education with emphasis on becoming a subject matter expert in specific area.
• Participate in client referral conversations and build network with centers of influence.
• Participate as a member of different internal committees.
• Demonstrate broad investment knowledge of different investment vehicles and strategies.
• Support the Portfolio Manager in researching investment solutions and products, based on the vision of the firm, for inclusion in firm's investment portfolios.
• Work with Advisors and Paraplanners to provide in-depth investment analysis of prospective client portfolios.
• Prepare Benchmark Performance Reports for Retirement Plans, Foundations and Client Models
• Update Investment Planning Illustrations, such as Successful Investing in the 21st Century and Returns for Various Asset Classes.
• Represent us at vendor, industry and community events.
• Support the Portfolio Manager in leading the Investment Strategy and Model Portfolio committees by taking meeting notes and documentation.
• Assist Portfolio Manager with projects as requested.
• Maintain Advisor Model Portfolio Cheat Sheet.
• Prepare and update Monthly Composite Report.
• Continue to expand knowledge by attending seminars, conferences, and online events when appropriate.

Required Skills:

• Knowledge of all aspects of financial planning and investment management.
• Interpersonal, listening and written/verbal communication and presentation skills.
• Organized, analytical, detail oriented, able to multi-task and proactively analyze and solve complex matters.
• Demonstrated client-centric skills including a strong customer service orientation.
• Able to work with the highest standards of confidentiality and ethics.
• Able to project a professional image to clients.
• Team player, collaborative, able to work well with all levels of the firm, and with clients.
• Involvement in community, civic and professional organizations.

What You'll Bring:

• Bachelor's Degree
• Experience in investment related research and implementation
• Certified Financial Planner (CFP) required for providing financial planning advice. CFP or Chartered Financial Analyst (CFA) required for providing investment advice.
• Three years of financial planning or investment advisory experience.

What We Offer:

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)

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.