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Client Service And Trading Associate - Aline Wealth Management
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Full-time
- This Barron's and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including financial planning, investment strategy and implementation, Business Owners and Non-Profits.
- The Client Service and Trading Associate is a full-time position and will report to the Executive Director.
- 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.
- Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
- Achieve proficiency in relevant technologies including eMoney Financial Planning software, Black Diamond performance reporting platform, Salesforce, Fidelity's Wealthscape platform and Schwab Advisor Services platform, Money Guide Pro, BizEquity and others.
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