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60 Hightower Jobs Hiring Near You

Hightower

Senior Trust Officer

Wilmington, DE · On-site

$140K - $150K/yr

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 ...

Hightower

Executive Director, Estate Planning

New York, NY · On-site

$225K - $250K/yr

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 ...

Hightower

Head of Procurement

Chicago, IL · On-site

$160K - $180K/yr

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 ...

Hightower

Advisor- Highland Wealth Management

Bellevue, WA · On-site

$160K - $170K/yr

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 ...

hightower

Senior Trust Officer

Houston, TX · On-site +1

$140K - $150K/yr

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 ...

Hightower

Administrative Assistant - GMS Surgent

Devon, PA · On-site

$17.50 - $23.75/hr

Your Future Team In a business focused on numbers, we know that it is our people who make up the true value of GMS Surgent, a tax practice within Hightower Advisors, a financial services company. We ...

Hightower

Director, IT Platform Services

Chicago, IL · On-site

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 ...

hightower

Executive Director, Estate Planning

New York, NY · On-site +1

$225K - $250K/yr

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 ...

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Infographic showing various job openings at Hightower in the United States as of July 2026, with employment types broken down into 88% Full Time, 3% Part Time, and 9% Contract. Highlights an 100% Physical job distribution.
Client Service Associate- White Pine Wealth Management

Client Service Associate- White Pine Wealth Management

hightower

Portland, ME

$100K/yr

Other

Medical, Dental, Vision, Retirement

Posted 20 days ago

Job description

Your Future Team

White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine.

 

What You’ll Do

The Client Service Associate provides a white glove client experience by working directly with clients and coordinating with the service team and advisors. You have strong communication, interpersonal, and time-management skills, and a heart for service. You must be ethical, reliable, and able to handle sensitive financial information with absolute confidentiality.

  • Onboard new client relationships: work directly with clients and advisors to collect data, process new account paperwork, and maintain client records in our CRM system
  • Perform account maintenance requests: change of beneficiary, address updates, online account access, account re-titles, etc.
  • Process money movements: journals, wire transfers, ACH transfers, and check requests
  • Assist clients in a professional and pleasant manner through phone, email, and in-person interactions
  • Proficiency with our software preferred: CRM (Salesforce), DocuSign, Microsoft Office suite (Word, Excel, OneNote), and custodial platform (Fidelity)
  • Comply with and be well-versed in industry rules and regulations and practice policies

 

What You’ll Bring

  • Experience collecting information, processing forms, and maintaining accurate data
  • Confidence in handling phone calls and speaking to clients
  • Interpersonal and client service skills
  • Strong attention to detail, accuracy, and organization
  • Eagerness to work in a growing practice and fast-paced environment
  • Preferred: 2+ years of industry experience
  • Preferred: Series 7, 66 license – Insurance license a plus

 

What We Offer

  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • Base salary of up to $100,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

 

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, 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.

 

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