Who We Are Founded by Matt Otto, CFP, AIF, over 25 years ago, The Otto Group joined Hightower Advisors in 2016. The partnership enabled our firm to provide a broad range of investment and wealth management services to our select group of clients, while acting as a true fiduciary. We believe that operating within a model focused on service rather than sales results in a bo

Our Story As one of the nation's largest Registered Investment Advisors (RIAs), Hightower is an industry leading financial services firm managing approximately $100B+ in client assets and offering objective wealth management advice. Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, f

The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup

Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and canvassing efforts to meet or exceed the Bank's strategic goals. Serves as a subject matter expert in the areas of

Tax Director Real Estate At EisnerAmper, we look for individuals who welcome new ideas , encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to

This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Receives checks and cash for depo

Are you located outside of Nashville? If so, no worries! This role can be performed remotely, from anywhere within the states!! JOB TITLE Leave Advisor GENERAL SUMMARY OF DUTIES The Leave Advisor will be responsible for processing and administering leave requests and accommodations that arise under the Family and Medical Leave Act (FMLA), the Americans with Disabilities A

Our Story As one of the nation's largest Registered Investment Advisors (RIAs), Hightower is an industry leading financial services firm managing approximately $100B+ in client assets and offering objective wealth management advice. Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, f

ICEO Senior Advisor ICE O Senior Advisor The International Center for Executive Options (ICEO) is a boutique practice within LHH that provides exclusive, bespoke career advisory services for sitting and transitioning senior leaders. The individuals served include leaders from the highest echelons of corporate America, requiring an elevated white glove approach to provide

Client Service Associate Tampa, FL Job no 502915 Work type Full Time Regular Location Florida Categories Administrative/Support As a Client Service Associate, you'll support the Sales team by putting together key information for client proposals. You will also have a chance to work closely with new and existing Workplace Solution customers, helping to provide the clarity,

The Sr Financial Advisor leads and coordinates work efforts to provide divisional leadership teams with analytical insight, financial discipline and business outputs to actualize our financial strategy. Works collaboratively to build cross functional relationships and drive financial results. Functions as financial strategy leader with assigned business partners to create

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's

We are looking for an Associate Portfolio Wealth Advisor to join our team. You will assist Wealth Advisors in understanding clients' overall financial situation, defining and managing client expectations and providing vision for client's needs, and provide consistent and high quality client service. Assist the Portfolio Manager in understanding the comprehensive nature of

Ensures all insurance, demographic, and eligibility information is obtained and entered into the system in an accurate manner. Performs insurance verification process on all third party payers. Obtains initial and subsequent pre authorization for services and surgeries. Re verifies benefits and obtains authorization and/or referral after treatment plan has been discussed,

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t