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Operations Associate - Dechtman Wealth Management

Hightower Advisors • Centennial, CO, US • published 2026-10-06 01:33:33.862601

Description

Your Future Team As part of our dedicated wealth management team in Denver, you’ll be joining a practice founded in 1984 and built on three core principles: always acting in the best interest of the client, maintaining transparent communication, and giving every client personalized service. Our team takes pride in creating personalized financial plans tailored to each client’s unique goals, never cookie\-cutter solutions and never proprietary product sales. We serve as fiduciaries, offering services ranging from retirement planning to social security analysis. You’ll be part of a collaborative, client\-focused environment where success is measured by helping others achieve their financial goals. What You’ll Do Cash Management \& Client Transactions * Process client withdrawals, distributions, and money movements * Coordinate ACH, wire requests, and check disbursements * Verify funding availability and ensure proper documentation for all transactions * Troubleshoot and resolve transaction\-related issues with custodians and clients Client Service \& Support * Support the team with client service requests * Assist with account maintenance, service follow\-ups, and client inquiries * ...

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