Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate Wealth Advisor - Hightower Signature Wealth

$75k - $80k

Hightower Advisors

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). The Role We are looking for an Associate Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, a proactive learner who performs at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Senior Wealth Advisor. You have strong professional communication and interpersonal skills. You can motivate yourself to manage a variety of tasks and solve problems with little oversight. You will have experience and attributes in the following areas: Strong organizational skills and follow-through to monitor progress Introductory understanding of financial planning concepts, advisory operations, and client paperwork Education or work experience in the wealth management field What You’ll Do Onboard new clients Help with preparation for and follow-up from client reviews Respond to client service requests Prepare investment proposals Support multiple roles across the practice – advisory, financial planning, operations, and relationship management – through a variety of tasks Follow and have knowledge of regulatory requirements What You’ll Bring 3 or more years of experience in investment management business CFP® certification or on track to obtain certification Securities representative licenses, Series 65 or 66 Introductory knowledge of different financial planning and investment concepts Demonstrated analytical and problem-solving skills Able to handle multiple undertakings at once, ranging from analytical to relational tasks Team-oriented to support a growing advisory practice Experience with eMoney, Salesforce, and Tamarac a plus What We Offer Annual base salary of $75,000-$80,000 based on qualifications and experience Coverage on the first day of employment for Medical, Dental, and Vision insurance Paid parental leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver) 401k Matching plan HSA Employer contributions Student loan assistance

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. Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC. 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. #J-18808-Ljbffr Hightower Advisors

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Associate Wealth Advisor - Hightower Signature Wealth in San Ramon, CA vacancy
  • $100k - $120k

    Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals,...  ...empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their... 
    Suggested
    Permanent employment
    Local area
    Immediate start

    Hightower Advisors

    San Ramon, CA
    4 days ago
  • Hightower Advisors seeks an Associate Wealth Advisor to be a relationship builder with strong communication and a problem-solving mindset. You will report to the Senior Wealth Advisor and manage tasks across advisory, planning, operations, and relationships. You have 3... 
    Suggested

    Hightower Advisors

    San Ramon, CA
    18 hours ago
  •  ...status quo and transform the finance industry together.Schwab Wealth Advisory is a fee based, non‑discretionary investment...  ...service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2-4 Wealth Advisors by servicing, deepening... 
    Suggested
    Full time
    Work at office

    The Charles Schwab Corporation

    Walnut Creek, CA
    18 hours ago
  • $106.25k - $125k

    Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families...  ...advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients...  ...more confidence and less stress. The Associate Wealth Advisor I focuses on deepening relationships... 
    Suggested
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    18 hours ago
  •  ...As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a... 
    Suggested

    Mariner

    Pleasanton, CA
    1 day ago
  • A financial services firm located in Pleasant Hill, CA is seeking an Associate Wealth Advisor to join their team. The successful candidate will provide a top-tier service experience while supporting Senior Wealth Advisors with client advisory and investment management... 

    Beacon Pointe

    Pleasant Hill, CA
    4 days ago
  • Mercer Advisors in San Francisco is seeking an Associate Wealth Advisor I within our Regis Group serving ultra-high-net-worth clients. This developmental role deepens client relationships and expands the advisor’s book by leveraging our in-house team of experts in financial... 

    Mercer Advisors

    Walnut Creek, CA
    3 days ago
  • $80k - $85k

    Associate Wealth Advisor - Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric team dedicated to creating personalized wealth advice for clients. The role works closely with Wealth Advisors to maintain and enhance... 
    Work at office
    Remote work
    3 days per week

    Focus Financial Partners

    Walnut Creek, CA
    18 hours ago
  • Charles Schwab in Walnut Creek, California, is looking for an Associate Wealth Advisor to support Wealth Advisors by managing and deepening virtual client relationships. This role focuses on delivering customized financial planning support and offers the opportunity for... 
    Work at office

    Charles Schwab

    Walnut Creek, CA
    2 days ago
  • Doist is seeking an Associate Wealth Advisor to join our wealth management team in Pleasanton, CA. You will help create comprehensive wealth plans aligned with client goals, working closely with senior advisors to deliver tailored strategies and ongoing service. The role... 

    Doist

    Pleasanton, CA
    1 day ago
  • Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Pleasant Hill, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative... 
    Work experience placement
    Work at office

    Beacon Pointe

    Pleasant Hill, CA
    4 days ago
  • $106.25k - $125k

    Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families...  ...advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients...  ...more confidence and less stress. The Associate Wealth Advisor I focuses on deepening... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    3 days ago
  • Hightower Advisors is seeking an experienced Wealth Advisor who excels at building relationships, delivering customized financial plans, and coordinating with referral partners. You will report to the Managing Director and manage a growing book of clients with a focus on... 

    Hightower Advisors

    San Ramon, CA
    4 days ago
  • $90k - $100k

     ...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who...  ...Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive...  ...(including hair texture or hairstyles associated with race), religion, color, national... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    San Ramon, CA
    1 day ago
  • Edelman Financial Engines, LLC is seeking an Associate Financial Planner to support Financial Planners and ensure client happiness while adhering to regulatory standards. The role involves preparing analyses across retirement, investments, estate, and tax planning, plus... 

    Edelman Financial Engines, LLC

    Danville, CA
    1 day ago
  • $66.56k - $80k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with... 
    Work at office
    Local area

    LPL Financial

    Danville, CA
    18 hours ago
  • CAPTRUST is looking for a passionate Financial Advisor in San Ramon, California to help clients achieve their financial goals. Responsibilities...  ...ideal candidate will have at least 4 years of experience in wealth management and strong communication skills. Benefits include... 

    CAPTRUST

    San Ramon, CA
    18 hours ago
  • $180.27k - $220.33k

     ...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires... 
    Local area

    US Bank

    Walnut Creek, CA
    2 days ago
  •  ...the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory...  ..., and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Walnut Creek, CA
    1 day ago
  •  ...the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory...  ...fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Walnut Creek, CA
    4 days ago
  •  ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory...  ..., and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic... 
    Work at office

    Charles Schwab

    Walnut Creek, CA
    4 days ago
  • $100k - $140k

     ...re-locate, to Northern California* SEC-registered investment advisor headquartered in Lafayette, California. Clients here are...  ...transitions, from succession planning and exit strategy to generational wealth transfer. The planning conversation goes well beyond account... 

    Roklyn Consulting

    Lafayette, CA
    4 days ago
  • Charles Schwab in Fremont, California is looking for a qualified individual to provide financial guidance and wealth management services to clients. You will maintain strong client relationships and apply communication strategies to enhance client satisfaction. The ideal... 

    Charles Schwab

    Fremont, CA
    1 day ago
  •  ...leading financial services organization is seeking a Financial Advisor as part of the Advisor Development Program. In this role, you will...  ..., aiming to equip you with the skills necessary to succeed in wealth management. The role offers competitive compensation and... 

    Bank of America

    Pleasanton, CA
    3 days ago
  •  ...Responsibilities include leading client meetings and providing tailored financial planning solutions. This role offers benefits such as full health insurance and retirement plans, ensuring a comprehensive and supportive work environment. #J-18808-Ljbffr Bluespring Wealth Partners

    Bluespring Wealth Partners

    Walnut Creek, CA
    1 day ago
  • $60k - $120k

    EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high...  ...an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    EP Wealth Advisors

    Walnut Creek, CA
    2 days ago
  • Charles Schwab, Walnut Creek, is seeking a Wealth Advisor to manage client relationships and deliver holistic financial planning. You will provide tailored investment guidance aligned with Schwab’s approach and collaborate with an experienced advisory team to support clients... 

    Charles Schwab

    Walnut Creek, CA
    3 days ago
  • $60k - $120k

    EP Wealth Advisors is hiring a Wealth Advisor at its Walnut Creek, CA location. The role involves providing comprehensive services to clients and assisting in business development through inbound leads. Candidates should have at least 2 years of relationship management... 
    Flexible hours

    EP Wealth Advisors

    Walnut Creek, CA
    2 days ago
  • Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice with the support of a collaborative, well-resourced financial organization. This opportunity rewards advisors who value comprehensive... 

    Golden Summit Wealth & Insurance Solutions a MassMutual Firm

    Pleasanton, CA
    3 days ago
  • EP Wealth Advisors is seeking a Wealth Advisor who builds long-term relationships, understands client goals, and delivers tailored wealth strategies across investments, retirement, and estate planning. This role collaborates with internal teams to ensure comprehensive service... 
    Flexible hours

    ep wealth advisors

    Walnut Creek, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Wealth Advisor - Hightower Signature Wealth. Be the first to apply!