Hightower

Senior Wealth Manager - Bluerock Wealth Management

Hightower

2 months ago
Alpharetta, GA
Onsite
Full Time
Senior
0 applicants
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Hightower
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About this role

Bluerock Wealth Management is seeking a Senior Wealth Advisor to provide personalized financial services, develop strategies, and collaborate with a team of professionals to serve affluent clients. The role focuses on delivering comprehensive wealth management advice, enhancing client relationships, and supporting business growth.

Skills

Qualifications

CFP®CPACFA
Hightower

About Hightower

hightower.design

Hightower is a wealth management and financial services company that supports independent financial advisors and advisory practices with investment, technology, compliance, and business services. The firm serves high-net-worth individuals, families, and institutions through a network of affiliated wealth advisors and specialized planning solutions. Hightower operates in the financial services and registered investment advisory industry.

About Hightower

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

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

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