Who We Are
Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $1.8 billion of assets on behalf of our clients. We offer an outsourced family office experience for our clients that places us at the center of a client's financial life by focusing on asset management and customized financial planning solutions. Presidio is a team made up of 15 full-time employees comprised of 8 advisors and 7 supporting staff members.
Hightower provides investment, financial and retirement planning services to individuals, foundations, and family offices, as well as 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, like Presidio, 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).
What You'll Do
The Wealth Management Associate collaborates with the service team and advisors to deliver white-glove client service. You have strong communication, interpersonal, and time-management skills, with industry experience and a heart for service. Trust is a cornerstone of client relationships. You are ethical and able to handle sensitive financial information with the utmost confidentiality.
What You'll Bring
What We Offer
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 possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.