Aspiring Wealth Advisor — Grow Relationships & Planning

HighTower Advisors, LLC; Downers Grove (IL); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health coverage from day one

Parental leave

401k matching

HSA contributions

Student loan assistance

Hybrid work schedule

Discretionary bonus

Job summary

Hightower Signature Wealth in Downers Grove, IL is seeking an Associate Wealth Advisor to support senior advisors, develop client relationships, and contribute to financial planning analyses. You will participate in investment strategies and client service to help deliver holistic wealth management.

Reporting to a Lead Wealth Advisor, the role provides a structured path toward greater client responsibility, collaboration with custodians and attorneys, and opportunities in business development

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• CFP designation completed, in progress, or willingness to pursue.
• Working knowledge of financial planning concepts, investment management, and retirement planning.
• Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce.
• FINRA Series 65 license, Series 6, or Series 7, Life & Health licenses or ability to obtain within a specified timeframe.
• Demonstrated interest in developing a career as a Wealth Advisor.

Responsibilities

• 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.

Skills

Financial planning concepts

Investment management

Client relationship management

CRM software (eMoney, MoneyGuidePro,-S

Education

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

CFP designation completed / in progress / willingness to pursue

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Hightower Signature Wealth in Downers Grove, IL is seeking an Associate Wealth Advisor to support senior advisors, develop client relationships, and contribute to financial planning analyses. You will participate in investment strategies and client service to help deliver holistic wealth management.

Reporting to a Lead Wealth Advisor, the role provides a structured path toward greater client responsibility, collaboration with custodians and attorneys, and opportunities in business development