Job Closed
This listing is no longer active.
Founded in 2008, Hightower is a wealth management practice 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., we operate as a registered investment advisor (RIA).
Wealth Advisor
Location
United States
Posted
72 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Wealth Advisor
Hightower
Role Description We are looking for an experienced Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, adept at managing client relationships, perform at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Managing Director. We are open to the possibility of remote candidates if you are located in Northern California, or the Phoenix, AZ area. What You'll Do - Maintain and expand existing client relationships, leading a first-class onboarding experience for new client relationships - Develop and implement customized financial plans - Conduct in-person portfolio and planning reviews - Prepare investment proposals - Collaborate with our referral partners - Support our business development efforts - Follow and have knowledge of regulatory requirements What You'll Bring - Strong professional communication and interpersonal skills - Ability to motivate yourself to manage a book of clients and provide an impeccable experience - Experience in building immediate relationships with personnel and clients - Strong EQ and ability to connect with clients on a deeper level to discover their true motivations and priorities - Experience with financial planning concepts; delivering applicable advice and partnering with clients in implementing a financial plan - Experience creating client relationships – through high retention rate, increased wallet share capture, and receiving referrals Requirements - 5+ years of experience as a licensed financial services professional - Bachelor's degree required - Clean U4 Compliance Record - CFP® certification or the ability to attain certification within 12 months - Excellent quantitative, verbal, and written communication skills - Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning - Demonstrate analytical skills - Team-oriented individual to support a growing advisory practice - Experience with eMoney, Salesforce, and Tamarac - Securities representative licenses (Series 65 or 66) - FINRA - Acceptance into the SAN (Schwab Advisor Network) through successful background check Benefits - 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) - PTO plan - 401k matching plan - HSA employer contributions - Student loan assistance - Pet insurance
Related Guides
Related Categories
Related Job Pages
More Manager Jobs
• Monitor case progress, track down requirements and provide ongoing status updates, escalating as needed • Review application information, including medical history, identify issues that could present a problem and proactively secure information to expedite the process – if necessary, researching and presenting alternative solutions • Aid agents in the underwriting process and be on the front lines of agent communication • Negotiate offers and requirements with carriers to reduce friction and ensure a good client experience • Use independent judgment related to the next action necessary and leverage appropriate escalation and “asks” of both advisors and carriers • Continuously look for ways to expedite and improve our processes and services • Maintain positive relationships with agents, underwriters, and the internal team
Sr Manager Full Stack Developer
PfizerPfizer is an equal opportunity employer and complies with all applicable equal employment opportunity legislation in each jurisdiction in which it operates. To learn more about acceptable and prohibited uses of AI during the recruitment process, please review our candidate AI-use guidelines available on Pfizer Careers.
Use Your Power for Purpose Technology impacts everything we do. Pfizer's digital and 'data first' strategy focuses on implementing impactful and innovative technology solutions across all functions from research to manufacturing. Whether you are digitizing drug discovery and development, identifying solutions, or making our work easier and faster, you will be making a difference to countless lives. What You Will Achieve In this role, you will: - Apply skills and discipline knowledge to contribute to work within the Sub Business Unit, making decisions to resolve moderately complex problems and developing new options guided by policies - Work indirectly reviewed through consultation and agreement, and may review the work of others within the Sub Business Unit - Enable the delivery of projects and programs using both standard commercial roadmap patterns and innovative technologies across various systems disciplines - Create technical designs and implementation plans, leading software engineers with a strong understanding of agile principles, and setting technical objectives - Manage one or more scrum teams with ongoing activities across all commercial business units within a product grouping and portfolio of projects - Oversee release management of related platforms, working with infrastructure and shared service organizations to procure and manage stable application platforms - Manage budgets and resources to meet goals across multiple projects, establishing relationships with customers and project delivery team members, and acting as a liaison between customers and technical team members - Participate in vendor management activities, embedding Continuous Improvement and automation into daily work, and fostering a DevOps culture within the team Here Is What You Need (Minimum Requirements) - BA/BS with at least 6 years of experience or MBA/MS with at least 5 years of experience or PhD/JD with at least 1 year of experience or MD/DVM with any years of experience - Proven experience working with business teams to develop and deliver strategy and operating plans - Demonstrated expertise as an information technology professional in roles such as a software developer or technical project manager - Experience managing teams of contract or colleague resources - Ability to systematically estimate technical projects - High level of business knowledge and understanding of the external marketplace - Capable of leading in a complex, matrix environment with geographically distributed resources - Candidate demonstrates a breadth of diverse leadership experiences and capabilities including: the ability to influence and collaborate with peers, develop and coach others, oversee and guide the work of other colleagues to achieve meaningful outcomes and create business impact. Bonus Points If You Have (Preferred Requirements) - Master's degree - Relevant pharmaceutical industry experience - Knowledge of system integrations - Experience in legal technology space - Strong interpersonal and communication skills - Ability to establish relationships, influence outcomes, and deliver effective presentations to diverse audiences - Experience using common AI tools, including generative technologies such as ChatGPT or Microsoft Copilot, to support problem solving and enhance Other Details: Last Day to Apply: February 26, 2025 Location: NYHQ and All US Pfizer Sites, selected colleagues must onsite 2.5x days per week. The annual base salary for this position ranges from $124,400.00 to $207,400.00. In addition, this position is eligible for participation in Pfizer's Global Performance Plan with a bonus target of 17.5% of the base salary and eligibility to participate in our share based long term incentive program. We offer comprehensive and generous benefits and programs to help our colleagues lead healthy lives and to support each of life's moments. Benefits offered include a 401(k) plan with Pfizer Matching Contributions and an additional Pfizer Retirement Savings Contribution, paid vacation, holiday and personal days, paid caregiver/parental and medical leave, and health benefits to include medical, prescription drug, dental and vision coverage. Learn more at Pfizer Candidate Site - U.S. Benefits | (uscandidates.mypfizerbenefits.com). Pfizer compensation structures and benefit packages are aligned based on the location of hire. The United States salary range provided does not apply to Tampa, FL or any location outside of the United States. Relocation assistance may be available based on business needs and/or eligibility. Candidates must be authorized to be employed in the U.S. by any employer. U.S. work visa sponsorship (such as TN, O-1, H-1B, etc.) is not available for this role now or in the future. Sunshine Act Pfizer reports payments and other transfers of value to health care providers as required by federal and state transparency laws and implementing regulations. These laws and regulations require Pfizer to provide government agencies with information such as a health care provider's name, address and the type of payments or other value received, generally for public disclosure. Subject to further legal review and statutory or regulatory clarification, which Pfizer intends to pursue, reimbursement of recruiting expenses for licensed physicians may constitute a reportable transfer of value under the federal transparency law commonly known as the Sunshine Act. Therefore, if you are a licensed physician who incurs recruiting expenses as a result of interviewing with Pfizer that we pay or reimburse, your name, address and the amount of payments made currently will be reported to the government. If you have questions regarding this matter, please do not hesitate to contact your Talent Acquisition representative. EEO & Employment Eligibility Pfizer is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Pfizer also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. Pfizer is an E-Verify employer. This position requires permanent work authorization in the United States. Pfizer endeavors to make www.pfizer.com/careers accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process and/or interviewing, please email disabilityrecruitment@pfizer.com . This is to be used solely for accommodation requests with respect to the accessibility of our website, online application process and/or interviewing. Requests for any other reason will not be returned. Information & Business Tech
Senior Cost Manager – Data Center Construction
Turner & TownsendA global consultancy business serving clients in the real estate, infrastructure and natural resources sectors.
• Estimating and negotiating change orders throughout the construction lifecycle. • Provide estimate and cost planning to include producing and presenting the final cost plan. • Review and participate with the design services team and general contractor in the development of cost estimates. • Reconcile changes and assist the general contractor to ensure that their data is accurate. • Communicate or meet with the general contractor and owner of project manager to gather status information to prepare a cost estimate update. • Prepare written comments to the general contractor’s submissions, including the executive summary. • Coordinate all sources of cost information for cost discussions and suppliers direct from NPA, subs, quantities from A/Es. • Inform and drive engineering priorities based on cost impact. • Work proactively with minimal supervision to resolve scheduling issues. • Manage cost checks and carry out valuations on larger projects. • Complete timely, accurate cost checking and valuation processes. • Participate effectively with post-contract cost variances and the change of control processes. • Manage Cost impact / contingency management and commitment tracking logs. • Prepare funding data presentations and coordinate VE sessions with stakeholders. • Developing cost plans and estimates through the design phase, delivering updated cost plans at appropriate design milestones. • Providing commercial input to design optioneering and input into value engineering exercises. • Reviewing contractor and subcontractor pricing and leading negotiations on behalf of the client to drive fair contract prices. • Performing quantity surveying, cost controls, and change management activities throughout the project lifecycle. • Ensuring that post-contract cost variances and change control processes are managed effectively. • Ensuring that cost auditing and valuation work is managed effectively and that a robust process for cost validation is in place. • Carrying out the production of monthly cost reports for presentation to the client. • Ensuring that final accounts are negotiated and agreed upon in a timely manner. • Compiling built cost estimate records for benchmarking purposes. • Identify, coach and mentor talent to realize their potential and celebrate the success of others. • Display excellence in leadership and service delivery on commissions is in line with the conditions of appointment.
• Responsible for leading and managing a sales force of 10-25 reps • Coaching, leading and developing Area Managers • Responsible for managing persons in outside sales within the assigned region • Assist with hiring and training new area managers • Present and sell company products and services to current and potential clients • Prepare action plans and schedules to identify specific targets • Identify sales prospects and contact these and other accounts as assigned • Develop and maintain sales materials and current product knowledge • Establish and maintain current client relationships • Manage Area Managers through quality checks and other follow-up • Identify and resolve client concerns • Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals • Communicate new product and service opportunities to appropriate company staff • Develop and implement special sales activities to reduce dealer attrition • Participate in marketing events such as seminars, trade shows, and telemarketing events • Travel required throughout the assigned territory • Comfortable Travelling up to 75% of the time


