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 boutique, personalized wealth management approach, while providing sophisticated investment products and solutions. Strategically positioned, Hightower Advisors has access to institutional-grade investment solutions and resources, thus are less restricted than most advisors and large brokerage firms. Our licensed professionals customize investment and planning solutions as they guide clients on their roadmap to financial wellness.
The Role
We are looking for an experienced Senior Wealth Advisor who is a relationship builder at heart, with strong verbal, written, and communication skills. You will demonstrate next level thinking and a strong problem-solving mindset that excels in a fast-paced and evolving organization. As a member of our executive leadership team, you are self-motivated, adept at managing client relationships, perform at a high level under variable workloads, and have experience making a positive impact on client's lives.
We ask that you have experience working with ultra- and high-net worth individuals in different formats such as: integrating economic insights, market developments, portfolio positioning, and contributing to client-focused presentations. You will be asked to lead a team of advisors and guide the operation of our organic and inorganic growth of the firm.
You will report to the Managing Director. #LI-Onsite
What You'll Do
What You'll Bring
You have an established book of clients to manage and provide an impeccable experience.
You will have experience and attributes in the following areas:
Required Experience
What We Offer
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on 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 have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.