Job Description

Your Future Team At Wisehaupt Bray Asset Management, we pride ourselves on being your trusted advisor-the one you turn to with every important financial question, and the advisor who understands your preferences, aspirations and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments and encourage you in the pursuit of the future you envision. Whether you want to plan for the next phase in life, pursue your lifelong dreams or secure your family's future, we are here to support you along your path to success with guidance and genuine compassion, every step of the way. Our primary clients are Retirees, Private Company Shareholders, Private Companies, Business Owners and Divorcing Individuals. What You'll Do Are you worried AI will impact the accounting field? Wisehaupt Bray Asset Management is looking for driven financial professionals to join our Wealth Advisory team. You will have experience in financial services, brokerage, banking, or a similar industry. This role offers a career path for advancement within the paraplanning role or progression to wealth advisor roles. The Paraplanner team supports Financial Advisors (FAs) in preparing for client meetings, coordinating tasks with the service team, and ensuring all necessary documentation and follow-ups are completed. Your role will involve use of financial planning software and multiple systems to equip the advisor team for client meetings.

• Prepare client meeting materials.
• Use financial planning software to support the advisor team.
• Input client data and support the financial advisor team with comprehensive financial plans.
• Manage performance reporting software and asset allocation programs.
• Communicate with advisors and service team.
• Create monthly reports and assist with data analysis.

What You'll Bring

• Bachelor's degree in business, finance, financial planning, or a relevant field
• 3+ years of industry experience
• CPA designation is a plus
• Recent graduates in financial planning fields are encouraged to apply
• Takes initiative and prides themselves on precision and reliability
• Excellent at conveying ideas, both in writing and speaking
• Experienced with financial planning tools
• Work well with a team to achieve common goals

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

Our Story Founded in 2008, Hightower is a wealth management firm that 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 to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates 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 possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future. #LI-Onsite

Job Tags

Permanent employment, Local area,

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