Hightower Advisors is a wealth management firm that provides investment and financial planning services. They are seeking a Financial Planning Analyst to analyze client data and assist in preparing financial plans, while also participating in client service and operational tasks.
Responsibilities
- Analyze and consolidate client data to help prepare financial plans
- Conduct data gathering meeting with clients
- Help with other financial planning client service, research, and operational tasks
- Review Financial Planning software analytics to determine additional client touchpoints
- Help draft planning emails to reach out to clients
- Participate in Portfolio Strategy Group meetings to increase investment planning knowledge
Skills
- 1 or more years of experience in the Financial Services industry
- Excellent organizational skills with the ability to prioritize
- Able to work independently and in a team environment
- Strong verbal and written communication skills
- Strong interpersonal skills with the ability to build relationships
- Comfortable working with internal team and clients
- History of providing quality customer service to external and internal clients
- Comfortable in a fast-paced work environment with the ability to adapt
- Experience with Microsoft Office applications
- Basic Investment, Income Tax, and Personal Financial Planning Knowledge
- Bachelor's degree in Financial Planning, Finance, Accounting, or Economics
- Coursework obtained or in the process to be eligible for CFP® track
- Experience with Envestnet MoneyGuidePro, Holistiplan, Tamarac Reporting, and Salesforce, Zock's, and Co-pilot
Benefits
- Medical, dental, and vision insurance
- 401k plan
- Paid parental leave
- Hybrid Work Environment
- Opportunity for career track growth within Meyer Capital's Financial Planning Department
- Opportunity to increase knowledge and experience in personal financial planning from an experienced Certified Financial Planner and other Investment Management Professionals
- Opportunity to Pursue the CFP® designation
Company Overview
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. It was founded in 2008, and is headquartered in Westport, Connecticut, USA, with a workforce of 201-500 employees. Its website is https://thrushgroup.hightoweradvisors.com/.