Hightower
This role supports Simmons Investment Advisors by managing day-to-day operational tasks and delivering white-glove client service for a portfolio exceeding $500 million. The employee serves as a primary contact for client needs, handles account maintenance including transfers and re-titling, and collaborates with Financial Advisors and custodian partners to ensure accurate processing. Success in this position requires strong analytical abilities, self-starting initiative, and proficiency in financial data management tools.
Headquarters
Chicago, Illinois, United States
Company Size
201-500 employees
Founded
2008
Hightower Advisors is a wealth management platform and registered investment advisor that partners with independent financial advisors and advisory firms. It offers investment solutions, practice-management support, compliance, technology and operational resources to help advisors grow and better serve clients. Hightower also connects investors with vetted advisors through its Find an Advisor network and publishes insights, white papers, and news for the industry. Advisors partner with Hightower for centralized scale and resources while retaining their independence.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Hightower.
14% above the average for this role
Wealth Onboarding Specialist
Signaladvisors
Private Wealth Associate - Crest Capital Advisors
Hightower
Financial Advisor - Simmons Bank
Simmons Bank
Financial Advisor - Simmons Bank
LPL Financial
Client Services & Operations Specialist
AssetMark
J.P. Morgan Advisors - Senior Client Associate - White Plains, NY
JPMorganChase