Associate Wealth Advisor - Client-Focused Planning & Growth

Hightower Advisors; Madison (NJ); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Discretionary bonus opportunity

Job summary

Hightower Advisors in Madison, NJ is seeking an Associate Wealth Advisor to join our growing team. This role reports to a Senior Wealth Advisor and supports client relationships, financial planning plans, and investment management activities.

In-office presence is required five days per week at our Madison, NJ office. You will help onboarding, meetings prep, client inquiries, investment analyses, and wealth planning across the practice, collaborating with advisory, planning, operations, and

Qualifications

• 3+ years of experience within wealth management, investment management, or financial advisory.
• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP certification or active pursuit, or willingness to obtain within three years.
• Experience with financial planning, investment management, and advisory operations.

Responsibilities

• Support onboarding for new clients with a seamless, professional experience.
• Prepare for client meetings with data gathering, presentations, and follow-up planning.
• Respond to client service requests and account inquiries promptly and professionally.
• Prepare investment analyses and proposals for client consideration.
• Assist with financial planning and wealth management plans across the practice.
• Collaborate with advisory, planning, operations, and relationship teams to deliver client service.
• Maintain accurate client records and assist with account administration and compliance.
• Contribute to process improvements to enhance efficiency and service.

Skills

Client service

Financial planning

Investment management

Regulatory awareness

Analytical thinking

Team collaboration

Education

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

Tools

eMoney

Salesforce

Tamarac

Job description

Hightower Advisors in Madison, NJ is seeking an Associate Wealth Advisor to join our growing team. This role reports to a Senior Wealth Advisor and supports client relationships, financial planning plans, and investment management activities.

In-office presence is required five days per week at our Madison, NJ office. You will help onboarding, meetings prep, client inquiries, investment analyses, and wealth planning across the practice, collaborating with advisory, planning, operations, and