Location: We are flexible!
Nucleus HQ is in the heart of Chelsea, NYC, and many of us do gather in our office a few days a week to connect with teammates, clients, and our communities. However, we have embraced a hybrid workforce, and many of our teammates are remote across the country. So, we welcome applicants in NYC or in other locations in the U.S., although we do work East Coast hours. #LI-Hybrid
Nucleus is committed to helping our NexGen leaders win, supporting our amazing clients and championing the vibrancy of our Chelsea community!
Nucleus's Mission/Vision
Nucleus Advisors is a highly seasoned transformational, multi-generational, multi-cultural Wealth Advisory firm with a mission to inspire and unleash Next Generation Leaders.
Our vision is to locate, inspire, and unleash the world's NexGen artists, athletes, advocates and entrepreneurs-each in their own unique ways-as we share our wisdom.
Nucleus Advisors' mission/vision is pointing us toward using digital technology to share our wisdom with all the North and South American accomplished creatives we can reach-inspiring and coaching them to pay attention to the tensions that may hold them back from creating a lasting legacy and making the greatest difference possible with the communities and small groups they love. What follows is what we believe makes us us as people, in no particular order: Connection, Depth, Curiosity, Direction and Withness.
Position Summary
The Senior Associate plays a crucial role at Nucleus and is central to implementing our growth strategy. You will report to the Senior Director, Client Service and will join Nucleus' seasoned Client Service team.
You will be a collaborative teammate, with the ability to embrace open communication and support the deepening of client relationships through interactions that start as transactional but inspire deeper connections with Nucleus.
Primary Purpose
There will be opportunities to work with all members of the team and learn about asset allocation, portfolio management, alternative investments, and trust and estate, insurance, tax, financial and philanthropic planning.
The ideal candidate is one that is committed to making a positive difference for clients in the wealth management industry. You have a keen interest and curiosity about financial markets and personal finance topics.
You are thorough in your work, operate with a high attention to detail, have a strong analytical, EQ, and are motivated to develop and grow in your role.
Competencies
Education and Experience
What We Offer
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.