Senior Wealth Manager - Bluerock Wealth Management

HighTower Advisors, LLC; Alpharetta (GA); On-site; USD 150,000 - 260,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

401k Matching

Student Loan Help

Pet Insurance

Flexible Benefits

Vacation & Schedule

Job summary

Bluerock Wealth Management, part of the Hightower network, seeks a Senior Wealth Advisor to deliver high-touch, fiduciary service for clients in Alpharetta. You will lead comprehensive financial planning, investment strategy, and collaborate with CPAs and attorneys to protect and grow client wealth.

This role emphasizes holistic wealth management, tax mitigation, ongoing client relationships, and strong collaboration with operations and investment teams under a partner-led structure.

Qualifications

• Bachelor’s Degree in finance or accounting.
• 7+ years in client facing role.
• Detailed knowledge of tax knowledge is required.
• Detailed knowledge of complex estate planning concepts and implementation.
• Familiarity with the aspects of working with small business owners and physicians.
• Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms.

Responsibilities

• Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning
• Conduct in-depth reviews for clients and prospective clients
• Develop financial plans and strategies
• Facilitate meetings with clients and potential clients
• Identify opportunities or pitfalls that may be present when it comes to all facets of a client’s financial picture
• Stay informed about the landscape of financial planning, including economic, legal, and investment trends, and general market developments and challenges that may affect affluent clients
• Work with members of the operations, planning and investment teams to create/incorporate best practices
• Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs
• Assist partners with business development including closing leads and helping increase client wallet share

Skills

Client facing

Tax knowledge

Estate planning concepts

Small business owner experience

Salesforce

Investment platforms

Building trust with clients

Fee-only experience

Education

Bachelor’s Degree in finance or accounting

Tools

Salesforce

Black Diamond

BNA

eMoney

Fidelity

Schwab

Job description

Job Description

Your Future Team

Bluerock Wealth Management is an established and successful financial advisory practice which is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We believe our collaborative relationships and approach create results for every client we serve.

Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients.

This is a fiduciary fee-only practice. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach. Make a plan. Make an investment. Make a difference.

We are looking for a Senior Wealth Advisor (SWM) to help bring our mission to life. The SWM is an important team member and directly delivers value to our clients. We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role.

What You’ll Do

We are looking for an experienced Senior Wealth Manager to deliver a high level of personalized, attentive service to our clients, serving as a primary resource for all financial needs. You have experience making a positive impact on clients’ lives. You are a proactive learner, who produces results amid varying work demands. As a growing company, Bluerock offers plentiful opportunities for internal growth and career development. You will report to a Partner of the practice.

• Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning
• Conduct in-depth reviews for clients and prospective clients
• Develop financial plans and strategies
• Facilitate meetings with clients and potential clients
• Identify opportunities or pitfalls that may be present when it comes to all facets of a client’s financial picture
• Stay informed about the landscape of financial planning, including economic, legal, and investment trends, and general market developments and challenges that may affect affluent clients
• Work with members of the operations, planning and investment teams to create/incorporate best practices
• Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs
• Assist partners with business development including closing leads and helping increase client wallet share

What You’ll Bring

• Bachelor’s Degree in finance or accounting.
• 7+ years in client facing role.
• Detailed knowledge of tax knowledge is required.
• Detailed knowledge of complex estate planning concepts and implementation.
• Familiarity with the aspects of working with small business owners and physicians.
• Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms.
• Ability to get started with building trust with existing and new clients.
• Knowledge of the fee-only space will be given preference.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Student Loan Assistance
• Pet InsuranceFlexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• Work/life Balance: Vacation time, flexible schedule

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 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.

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.