Wealth Advisor

Wealth Advisor

As a Wealth Advisor, you will be a trusted partner to high-net-worth individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Working collaboratively with an experienced team of advisors and client service professionals, you will lead client relationships, deliver comprehensive financial planning, and provide customized wealth management solutions. You will report to senior leadership and contribute to client retention, business development, and the growth of the practice.

Ability to work from either our Chicago or Oak Brook office and travel between locations as needed to support client meetings.

What You'll Do

The Wealth Advisor serves as the primary relationship manager for clients, providing holistic financial guidance and delivering exceptional client experience.

Build trusted relationships with high-net-worth individuals, families, executives, and business owners

Develop and deliver comprehensive financial plans covering retirement, investment, tax, estate, risk management, and cash flow planning

Lead client meetings and present tailored wealth management strategies aligned with client goals

Manage client investment portfolios, making recommendations based on investment goals, risk tolerance, and market conditions

Coordinate with attorneys, accountants, and other professional advisors to implement integrated planning strategies

Identify opportunities to deepen existing client relationships through additional planning and advisory services

Create new business through referrals, networking, centers of influence, and prospect meetings

Stay informed on industry trends, market developments, and regulatory requirements helping clients

Ensure all client activities and recommendations comply with firm policies and regulatory standards

Mentor and collaborate with Associate Wealth Advisors and support team members to deliver outstanding client experience

What You'll Bring

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

5+ years of experience in wealth management, financial planning, investment advisory, or financial services

CFP®, CFA®, CPA, or other relevant professional designations

Demonstrated experience growing client relationships

Knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management concepts

Experience developing comprehensive financial planning recommendations and communicating them

Excellent interpersonal, presentation, and relationship management skills

Strong business development and networking skills with a client first mindset

Proficiency with financial planning software, CRM systems, and Microsoft Office Suite

FINRA Series 65 license or equivalent registration required, or ability to obtain within a defined timeframe

What We Offer

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 three days a week and work from home two days a week

Base salary of $90,000-$120,000 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.