Associate Wealth Advisor - Clear Perspective Advisors

Your Future Team
Founded in 2011, Clear Perspective Advisors is a leading wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. In 2021, Clear Perspective Advisors partnered with Hightower Advisors to support continued growth and explore new opportunities. Clear Perspective’s client-centered approach provides clients with a roadmap to living their best possible life. The Clear Perspective family is a team of highly credentialed professionals who deliver customized investment and planning solutions with fiduciary care
We are looking for an Associate Wealth Advisor who enjoys building relationships, communicates well with clients, and excels at solving problems in a fast-paced environment.
Are you a motivated and proactive learner who performs at a high level under variable workloads and has a passion for making a positive impact on clients' lives? If so, this role could be a great fit for you.
What You'll Do
• Assist Advisors as a contact for client relationships, performing multiple investment and financial planning tasks.
• Prepare and review information needed for client meetings.
• Help present information in client meetings.
• Assign, monitor, complete, and document tasks in CRM.
• Assist clients in decision-making related to investing, estate planning, charitable giving, and multi-generational wealth planning.
• Collaborate with clients’ professional contacts, such as CPAs, attorneys, and insurance agents.
• Deliver relevant market updates to clients and prospective clients.
• Review investment and trading activity.
• Help prepare financial plans.
• Provide relationship management for accounts served by lead advisors and support the team.
• Stay informed about industry changes through continuing education.
• Participate in client referral conversations and build a network with centers of influence.
• Work with Advisors and Investment Analysts to provide in-depth perspectives for client portfolios.
• Review existing client allocations for conformity to models and investment policy statements.
• Contribute to business growth by identifying opportunities to expand existing relationships.
• Actively participate in team projects that contribute to company development and the implementation of business strategies.
• Follow and stay up to date with industry regulatory requirements.
• Participate in a first-class onboarding experience for new clients.
• Prepare investment proposals.
• Help with preparation for and follow-up from client reviews.
• Perform some cold calling to set prospect appointments.
• Respond to client service requests.
• Support multiple roles across the firm – advisory, financial planning, operations, and relationship management – through various tasks.
• Work closely with a founding partner as a key advisor, learning the business and developing skills to become a senior advisor.
What You’ll Bring
• 2 or more years of experience in Investment Management Business.
• Bachelor's Degree
• CFP® certification, on track to obtain certification, or willing to obtain.
• Securities representative licenses (Series 65 or 66) or ability to obtain them within 60 days
• Experience creating strong client relationships and a high retention rate.
• Knowledgeable in or is keen to learn about personal tax, asset management, financial planning, insurance, estate and retirement planning.
• Showcase proficiency in analysis and problem resolution.
• You will be responsible for both analytical and relational duties.
• Team-oriented individual eager to support a growing advisory practice.
• Experience with Money Guide Pro, Salesforce, and Black Diamond are preferred.
• Keen to learn various financial planning software.
What We Offer
• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan.
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• Base salary of $45,000- $60,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
Hightower Advisors – 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 vision of "well-th. rebalanced." Based in Chicago with advisors across t