Private Wealth Specialist – Twickenham Advisors Position Available In Madison, Alabama

Private Wealth Specialist – Twickenham Advisors
Req #1422
200 Clinton Ave W, Huntsville, AL 35801, USA
Job Description
Posted Tuesday, June 17, 2025 at 11:00 PM
Your Future Team
Twickenham Advisors operates as a business unit within Hightower Advisors, a leading advisor- owned financial services company. This team provides financial services primarily to high-net-worth individuals and families, including financial planning, investment strategy and implementation. We are deeply dedicated to our clients and are trusted partners with the individuals, families, and businesses we serve while providing financial advice and investment guidance as true fiduciaries.

Private Wealth Specialist:

Twickenham Advisors is looking for a candidate who is highly organized, detail oriented, has experience with serving others, and a capability to multitask in a fast-paced environment. You have two or more years of experience in financial services, have strong interpersonal skills, including the ability to easily engage others in dialogue, build relationships and demonstrate a commitment to providing exceptional service to our clients. You will be a team player who can easily collaborate with partners and colleagues to achieve a common goal. We ask that you have strong ethical standards and a high level of confidentiality. You will report to the Managing Director. #LI-Onsite

What You’ll Do:

Be the first point of contact for clients and visitors in the office and by phone
Maintain clients financial advisory accounts
Manage recordkeeping of client correspondence and approvals
Use group’s different applications (Outlook, Concur, Salesforce, Box, and Custodial Systems) to update and maintain client related workflows
Provide client service for money movement as needed
Maintain physical and digital files according to team standards
Assist clients with gifting services
Process daily account flows
Respond to routine inquiries from clients
Provide support and service to onboard new clients
Help with the preparation documents for client meetings
Attend compliance and continuing education training sessions as needed by regulatory agencies and our firm
Coordinate, attend and prepare for team meetings, team scheduled events and special occasions
Provide Family Office Services to clients
Work directly with advisors and clients on all administrative tasks

Requirements and Skills:

Strong interpersonal skills and a natural ability to build immediate relationships with personnel and clients.
Flexible, collaborative, and willing to perform other tasks as assigned.
Ability to work in a fast-paced environment.
Detail-oriented with ability to prioritize and organize workflow.
Excellent customer-facing skills
Able to work independently and is also comfortable with close teamwork
2 or more years financial services experience
Series 7 license preferred
Strong Microsoft Office (Outlook, Word, Excel) knowledge required
Experience in DST Vision and Wealthscape is a plus

What We Offer:

Medical, Dental, and Vision Insurance
401k Matching Plan
Paid Parental Leave
Flexible PTO Plan

AN EQUAL OPPORTUNITY EMPLOYER

Hightower is an equal opportunity employer and does not discriminate based on 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 have 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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200 Clinton Ave W, Huntsville, AL 35801, USA