Wealth Advisor - Hightower Signature Wealth
$100k - $120kHightower Advisors
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 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 experienced 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, adept at managing client relationships, perform 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 Managing Director. What You\'ll Do Maintain and expand existing client relationships, leading a first-class onboarding experience for new client relationships Develop and implement customized financial plans Conduct in-person portfolio and planning reviews Prepare investment proposals Collaborate with our referral partners Follow and have knowledge of regulatory requirements What You\'ll Bring You have strong professional communication and interpersonal skills. You can motivate yourself to manage a book of clients and provide an impeccable experience. You will have experience and attributes in the following areas: Building immediate relationships with personnel and clients Strong EQ and ability to connect with clients on a deeper level to discover their true motivations and priorities Experience with financial planning concepts; experience delivering applicable advice and partnering with clients in implementing a financial plan Experience creating client relationships – through high retention rate, increased wallet share capture, and receiving referrals Required Experience 5+ years of experience as a licensed financial services professional Bachelor\'s degree required Clean U4 Compliance Record CFP® certification or the ability to attain certification within 12 months Excellent quantitative, verbal, and written communication skills—can provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client) Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning Demonstrate analytical skills Team-oriented individual to support a growing advisory practice Experience with eMoney, Salesforce, and Tamarac Securities representative licenses (Series 65 or 66) - FINRA You will be required to be accepted into the SAN (Schwab Advisor Network) through successful background check What We Offer Annual base salary of $100,000-$120,000 based on qualifications and experience Coverage on the first day of employment for medical, dental, and vision insurance Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) PTO plan 401k matching plan HSA employer contributions Student loan assistance 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. 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 possess 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
$75k - $80k
...Hightower's Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals... ...its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve...SuggestedPermanent employmentWork experience placementLocal area- 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...Suggested
- 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
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about... ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours$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...SuggestedWork at officeLocal area- 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...
$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives... ...a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...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 timeWork at office
$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- ...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 timeWork at office
- ...status quo and transform the finance industry together.Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory... ...Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2-4 Wealth Advisors by servicing, deepening,...Full timeWork at office
$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...- ...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
$104k - $168k
...begins with you.About this role:Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment... ...coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based...Work experience placementWork at officeImmediate start- ...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...
- ...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 aspects of client...Work experience placementWork at office
- 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...
- 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 is designed for advisors who...
- 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
- TIAA's Wealth Management Advisors work with affluent clients to understand their financial goals and craft personalized strategies, leveraging a robust set of resources and an established client base. You will communicate sophisticated financial solutions and build lasting...
- ...Your next move should give you more than a new logo on your business card. 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...
- Beacon Pointe Advisors in Pleasant Hill, CA, seeks an Associate Wealth Advisor to assist in client advisory, investment management, and service delivery for high net worth individuals. You will work with Senior Wealth Advisors and a collaborative team of wealth management...Work at office
$275k
...Senior Wealth Advisor At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer...Full timeFlexible hours$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- ...Senior Wealth Advisor At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through...Immediate start
- ...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...
- ...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
- 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...
$170.26k - $200.3k
...U.S. Bank Financial Advisor At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...Temporary workWork experience placement- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance...Temporary workWork at officeImmediate startFlexible hours
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