Wealth Advisor - Hightower Signature Wealth

Wealth Advisor

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).

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.

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

Support our business development efforts

Follow and have knowledge of regulatory requirements

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

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 skillscan 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

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

Pet insurance

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.

Hightower Advisors