Associate Wealth Advisor - Hightower Signature Wealth

Associate Wealth Advisor

The Associate Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support.

Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services

Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software

Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items

Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies

Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations

Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs

Serve as a trusted point of contact for clients while developing relationship management and advisory skills

Maintain documentation and compliance standards consistent with fiduciary wealth management practices while supporting the client advisory process

Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities

Stay current on financial planning concepts, investment strategies, and industry developments

Participate in prospect meetings and new client onboarding conversations alongside Lead Advisors

Develop relationship management and business development skills through direct client and prospect interaction

Assist in identifying opportunities to deepen existing client relationships and expand services provided to clients and their families

Support networking, referral, and community engagement initiatives that contribute to firm growth

Build the technical, planning, and relationship management skills necessary to progress toward a Lead Wealth Advisor role

Demonstrate a commitment to developing a personal business development strategy and advisory practice over time

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field

2 or more years of experience in wealth management, financial planning, investment advisory, or financial services

CFP designation completed, in progress, or willingness to pursue

Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies

Strong analytical and problem-solving skills with the ability to interpret complex financial information

Excellent verbal and written communication skills with a client service mindset

Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms

FINRA Series 65 license, Series 6, or Series 7, Life & Health insurance licenses or ability to obtain within a specified timeframe preferred

Demonstrated interest in developing a career as a Wealth Advisor and managing client relationships

Interest in business development, networking, and cultivating long-term client partnerships

Coverage on the first day of employment for medical, dental, and vision insurance

Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

In-office four days a week and work from home one day a week

Base salary of $75,000-$95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon 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 possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.