Associate Wealth Advisor — Build Relationships & Plans

Hightower Advisors; San Ramon (CA); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance from

Parental leave

401k matching

HSA contributions

Student loan assistance

Job summary

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+ years in investment management and knowledge of wealth management concepts. This role emphasizes client service, regulatory compliance, and collaborative teamwork within a growing practice in the United States.

Qualifications

• 3+ years of experience in investment management
• CFP certification or on track to obtain certification
• Securities representative licenses, Series 65 or 66
• Introductory knowledge of financial planning concepts
• Demonstrated analytical and problem-solving skills
• Able to handle multiple undertakings at once
• Team-oriented to support a growing advisory practice
• Experience with eMoney, Salesforce, and Tamarac a plus

Responsibilities

• Onboard new clients
• Prepare for and follow-up from client reviews
• Respond to client service requests
• Prepare investment proposals
• Support multiple roles across advisory, financial planning, operations, and relationship management
• Follow and have knowledge of regulatory requirements

Skills

Relationship building

Communication skills

Problem-solving

Analytical thinking

Team oriented

Education

Wealth management experience or education

Tools

eMoney

Salesforce

Tamarac

Job description

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+ years in investment management and knowledge of wealth management concepts. This role emphasizes client service, regulatory compliance, and collaborative teamwork within a growing practice in the United States.