Associate Wealth Advisor: Client Growth & Planning

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors, LLC is seeking an Associate Wealth Advisor in California to build relationships and support clients across the wealth management practice. The role emphasizes clear communication, proactive learning, and a client-centered approach in a fast-paced environment.

You will onboard new clients, prepare for reviews, respond to service requests, and assist with investment proposals while ensuring regulatory compliance and collaboration across advisory, planning, operations, and

Qualifications

• 3+ years in investment management
• CFP certification or on track to obtain certification
• Securities licenses Series 65/66
• Introductory knowledge of financial planning concepts
• Analytical and problem-solving skills
• Ability to handle multiple undertakings and tasks
• Team-oriented to support a growing advisory practice
• Experience with eMoney, Salesforce, and Tamarac is a plus

Responsibilities

• Onboard new clients
• Help with preparation for and follow-up from client reviews
• Respond to client service requests
• Prepare investment proposals
• Support advisory, financial planning, operations, and relationship management across tasks
• Follow regulatory requirements

Skills

Relationship-building

Analytical skills

Problem-solving

Multitasking

Team-oriented

Education

CFP certification

Series 65/66 licenses

Tools

eMoney

Salesforce

Tamarac

Job description

Hightower Advisors, LLC is seeking an Associate Wealth Advisor in California to build relationships and support clients across the wealth management practice. The role emphasizes clear communication, proactive learning, and a client-centered approach in a fast-paced environment.

You will onboard new clients, prepare for reviews, respond to service requests, and assist with investment proposals while ensuring regulatory compliance and collaboration across advisory, planning, operations, and