Job Description

The Team
Ten Capital Wealth Advisors, founded in 2012, is an established financial advisory practice that is part of the larger Hightower network. We aim to be an ensemble practice, where team members collaborate as one on behalf of our clients. We join our clients in all phases of life by providing reliable, thoughtful, and straightforward advice created by a well-diversified team of valued skillsets. The people we work with, our passion for the business, and the disciplined processes we follow play important roles in our team’s success.

The Role
We are looking for someone who is organized and passionate about serving others. You will be an independent, self-motivated multitasker. You will be the first contact for clients and visitors, thus will provide a welcoming and friendly reception to all who enter our office. We are looking for someone who has the desire to create and deliver a genuine positive client service experience. In addition to first impressions and the more direct client experience, you will assist the leadership team in implementing practice events and delivering weekly commentaries.

Along with creating meaningful first impressions, delivering client service, and supporting the smooth operations of the office, we are looking for a team member that embraces our fun and modern practice culture. You will report to the President.

What You’ll Do
First Impressions:
• Create a welcoming first impression for all who enter the office; greet clients and visitors with a friendly and professional demeanor
• Tend to the needs of clients and guests, offering beverages, parking validation and/or other appropriate accommodations
• Ensure the common areas are kept clean and inviting. Keep kitchen supplies stocked
• Direct incoming calls, emails and inquiries to the appropriate team member
• Use a central calendar system; coordinate and confirm client meetings
• Create tasks and notes in our Client Relationship Management (CRM) system based on requests, phone calls, and emails

Events/Marketing:
Managing client events is an important part of this position, and contributes to what sets us apart.
• Organize, manage and attend client and practice events: secure venue, catering, incidentals, and direct set up and take down
• Monthly client birthday card distribution, and other thoughtful correspondence
• Social Media Lead: Post Weekly Tens and Weekly Commentary; help create Commentary reports through collaboration with the CEO and Hightower Compliance
• Work with Hightower and Ten Team to keep website information up to date

Office Manager:
• Create, communicate and implement office procedures. As a valued team member, we encourage feedback on what is working and what is not
• Ordering supplies from vendors and invoice bookkeeping
• Communicate with the Wonder Building Management
• Printing, scanning, and mailing documents per request
• Familiar with our service platforms and provide support, including client relationship management (CRM) system, reporting and client portal solution, Charles Schwab Advisory Center, Hightower Compliance and IT support

What You’ll Bring
• Client-facing skills combined with experience serving others
• Must be a team player, handle issue resolution; be approachable and coachable
• Problem-solving skills; willing to jump in and help where needed
• Able to adapt to the fluctuating needs of the business
• Maintain a high level of confidentiality
• Excellent written and verbal communication skills
• Tech-savvy and able to learn new platforms
• Familiar with social media outlets and other marketing tools
• Able to work flexible hours related to client events
• High school diploma or equivalent required, bachelor’s degree preferred

What We Offer
• Annual base salary range of $49,000 to $55,000 based on skills and experience
• Coverage on the first day of employment for medical, dental, and vision insurance
• Optional FSA, HSA, ST/LT Disability, and Life Insurance Coverage
• Paid parental leave
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Paid parking
• Private office gym

Hightower’s 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 financial vision. 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 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.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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.