Job Description
Your Future Team
Strata Wealth Partners is a boutique wealth management practice, providing comprehensive financial planning and sophisticated portfolio management to successful entrepreneurs and families since 1983. We work with small and mid-sized business owners at every stage of the “business journey” while also creating and implementing strategic personalized plans to help every client shape a legacy and achieve goals.
The Opportunity
This part-time, hybrid on-site/off-site Client Service Associate Intern role is located in Norwich, CT. As an intern, you will have the opportunity to be involved in day-to-day tasks that support our clients and team. You will assist with client outreach, account maintenance, and other administrative tasks while learning valuable insights about the industry the Financial Advisor role. In fact, ideally, this position would lead to a full-time role on the team, ultimately transitioning to a full junior financial advisory position.
If you are a career motivated and detail-oriented person with a passion for client service and the financial services industry, we encourage you to apply! You will report to the Managing Director.
What You’ll Bring
• Undergraduate, junior level or higher
• Prior experience or coursework in finance, business, or a related field is a plus
• Academic focus on investments, finance, business, or economics
• Will demonstrate an interest in, and aptitude for, investment research, portfolio management, financial markets, and most of all, client service
• Excellent attention to detail and accuracy
• Ability to prioritize and multitask in a fast-paced environment
• Strong verbal and written communication skills
• Ability to work independently, manage time, establish priorities, and meet deadlines
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Ability to commit to ~15-20 hour work week
What We Offer
• Opportunity for career track growth within Strata Wealth Partners’ Financial Advisor path
• Opportunity to increase knowledge and experience in wealth management
• Be mentored by experienced professionals
• Gain market knowledge
• Hourly salary of $21
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.
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 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.
