Job description

Your Future Team:
Fischer & Company and Stralem & Company merged in 2020 to form Fischer Stralem Advisors bringing over 50 years of experience in investment and wealth management to serve clients. We provide private clients, institutions and individuals with the guidance and discipline you need to grow and guard your wealth through even the most challenging markets. Our seasoned approach provides a long-term perspective on the market to counterbalance the temptation of crowd behavior.

What you’ll Bring:
Fischer Stralem is growing and we are looking for a senior Wealth Advisor to communicate portfolio strategy and performance to ultra-high net worth clients. This role requires experience working with ultra-high net worth individuals, and involves integrating economic insights, market developments and manager responses into client-focused presentations. You will have 7 or more years of research or wealth management experience, a CFA and use our strong analytic research to develop thematic insights to build relationships with clients. Compensation will be $130,000-$200,000 per year based on experience and qualifications. You will report to the Managing Partner.

What You'll Do:

• Manage client relationships by offering investment services and advice to high net worth individuals through face-to-face meetings
• Develop and maintain in-depth knowledge of the investor universe, the investment strategies at Fischer Stralem, and the competitive landscape
• Develop intimate knowledge of portfolios and work with portfolio management, trading, to construct and evaluate portfolios
• Collaborate on client servicing and new business pitches by understanding prospective client needs, risk tolerance and objectives
• Evaluate and inform portfolio structure, risk and relative value opportunities
• Share ownership, coordination, and preparation of client reports, presentations and communications including: client meeting presentations, quarterly manager factsheets, ad-hoc reports, presentations, and communications
• Provide comprehensive guidance regarding investment, trust and estate, tax and banking opportunities so as to optimize asset location and tax efficiency while addressing needs
• Work with client's legal and tax advisors to keep them informed/incorporate their advice
• Hold periodic client service meetings, supported by members of our research team, to provide insight into market and investment performance and respond to any changes in client circumstance

About Hightower:
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, and 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 the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: 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.

Hightower requires proof of COVID-19 vaccination for all employees. Reasonable accommodations will be considered and reviewed for approval.

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