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Job description
Private Wealth Associate
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.
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.
Worksite address
san diego, CA, 92189, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.