Maintain and expand client relationships while developing customized financial plans and conducting portfolio reviews. Collaborate with referral partners and support business development efforts to grow the advisory practice.
Hightower
4 Remote Job Openings at Hightower
Maintain and expand client relationships while developing customized financial plans and conducting portfolio reviews. Collaborate with referral partners and support business development efforts to grow the advisory practice.
Execute a risk-based office examination program for an SEC-registered investment adviser and FINRA-regulated broker-dealer. Identify regulatory risks, document findings, and track remediation efforts to ensure adherence to firm policies and legal requirements.
The Wealth Planner manages day-to-day client operations, maintains data integrity across systems, and ensures all planning and service workflows are executed with precision. This role serves as the central point of coordination between advisors, clients, and operations to deliver a seamless client experience.
