Private Wealth Associate - Crest Capital Advisors

Hightower Advisors; San Diego (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

Crest Capital Advisors, a member of the Hightower community, seeks a Private Wealth Associate in San Diego to provide white-glove client service and manage administration of client accounts. You will report to the Managing Director and support onboarding, account setup, and money movement with high integrity.

Ideal candidates have 3+ years in financial services, strong communication, and the ability to excel in a fast-paced practice.

Qualifications

• 3+ years of experience in Financial Services.
• 1+ years of experience in customer service.
• Work with clients in person and over the phone in a professional manner.
• BA/BS degree in business, finance or related field preferred.
• Experience in MS Office applications, such as Word, Excel, and Outlook.
• Acquire a working knowledge of the portfolio of accounts.
• High level client service skills.
• Ability to work effectively in a team environment or independently.
• Series 7/66 or 63/65 required.

Responsibilities

• Provide white glove level of service to clients, delivering administration of client financial accounts and associated money movement.
• Produce client balance sheet, meeting materials, interface with clients with all aspects of money movement and asset / liability management.
• Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts.
• Onboard new client accounts through collection of client information and necessary documentation.
• Establish new investment accounts - drafting letters, preparing customer welcome packets.
• Respond to questions regarding accounts, policies, and procedures.
• Review daily activity and reconcile current client activity, fund transfers and previous day activities to ensure accuracy.
• Process client requests (wires, checks, journals, etc.).
• Assist clients with establishing online access for statements and confirm.
• Maintain client files.

Skills

Financial services experience

Customer service

Client communication

Team player

Series 7/66 or 63/65

Education

BA/BS degree in business, finance or related field

Tools

MS Office

Job description

Your Future Team

Crest Capital Advisors, a member of the Hightower community, based in San Diego, CA. Since 2012, Crest Capital has flipped the traditional wealth management model on its head by putting service first to ensure its leaders can remain focused on their clients endeavors. Founded by 30-year industry specialists, Crest Capital has delivered full family office services to a select group of clientele around the country. As clients and their families have grown into more complex personal scenarios, the business has continually developed its suite of service offerings.

Your Future Team

Crest Capital Advisors, a member of the Hightower community, based in San Diego, CA. Since 2012, Crest Capital has flipped the traditional wealth management model on its head by putting service first to ensure its leaders can remain focused on their clients endeavors. Founded by 30-year industry specialists, Crest Capital has delivered full family office services to a select group of clientele around the country. As clients and their families have grown into more complex personal scenarios, the business has continually developed its suite of service offerings.

Please note that at Crest Capital Advisors we are in the office Monday-Friday.

We are looking for a Private Wealth Associate who is a multi-tasker with strong communication skills, attention to detail, and ability to excel in a fast-paced and evolving practice. You are thorough, organized, an excellent time manager, and are driven to develop and grow in your role. You will report to the Managing Director.

What You'll Do

• Provide white glove level of service to clients, delivering administration of client financial accounts and associated money movement
• Produce client balance sheet, meeting materials, interface with clients with all aspects of money movement and asset / liability management
• Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts
• Onboard new client accounts through collection of client information and necessary documentation
• Establish new investment accounts - drafting letters, preparing customer welcome packets
• Respond to questions regarding accounts, policies, and procedures
• Review daily activity and reconcile current client activity, fund transfers and previous day activities to ensure accuracy
• Process client requests (wires, checks, journals, etc.)
• Assist clients with establishing online access for statements and confirm
• Maintain client files

What You'll Bring

• 3+ years of experience in Financial Services
• 1+ years of experience in customer service
• Work with clients in person and over the phone in a professional manner
• BA/BS degree in business, finance or related field preferred
• Experience in MS Office applications, such as Word, Excel, and Outlook
• Acquire a working knowledge of the portfolio of accounts
• High level client service skills
• Ability to work effectively in a team environment or independently
• Series 7/66 or 63/65 required

What We Offer

• Annual base salary of $100,000-$150,000 based on qualifications and experience
• Coverage on the first day of employment for medical, dental, and 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

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, and 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).

AN EQUAL OPPORTUNITY EMPLOYER: 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.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a 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.