Private Wealth Specialist - Twickenham Advisors

Your Future Team

Twickenham Advisors operates as a business unit within Hightower Advisors, an advisor‑owned financial services company. Our team provides financial services primarily to high‑net‑worth individuals and families, including financial planning, development of an investment strategy and implementation of actions that support our clients' goals.

The ideal candidate is highly organized, detail oriented, has experience serving others and can multitask in a fast‑paced environment. You have two or more years of experience in financial services, strong interpersonal skills, and a commitment to providing quality service to our clients. You will collaborate with partners and colleagues, maintain a high level of confidentiality and uphold strong ethical standards.

• Maintain clients' financial advisory accounts
• Manage recordkeeping of client correspondence and approvals
• Use group applications (Outlook, Concur, Salesforce, Box, and custodial systems) to update and maintain client‑related workflows
• Provide client service for money movement
• Maintain physical and digital files according to team standards
• Assist clients with gifting services
• Process daily account flows
• Respond to routine inquiries from clients
• Provide support to onboard new clients
• Help prepare documents for client meetings
• Attend compliance and continuing education training sessions as required by regulatory agencies
• Coordinate, attend, and prepare for team meetings, scheduled events, and special occasions
• Provide Family Office Services to clients
• Work directly with advisors and clients on all administrative tasks

• Strong interpersonal skills and a natural ability to build immediate relationships with personnel and clients
• Flexible, collaborative, and willing to perform other tasks as assigned
• Detail‑oriented with ability to prioritize and organize workflow
• Excellent customer‑facing skills
• Able to work independently and comfortable with close teamwork
• Two or more years of financial services experience
• Series 7 license preferred
• Strong Microsoft Office (Outlook, Word, Excel) knowledge required
• Experience in DST Vision and Wealthscape is a plus

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver, 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

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).

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.

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.