Associate Wealth Advisor — Client Impact & CFP Path

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

Benefits offered by this job

Medical, Dental and Vision insurance

Paid parental leave

401k Matching

HSA Employer contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors seeks an Associate Wealth Advisor to join our California team. You will build client relationships, prepare proposals, and support advisory, planning, and operations while maintaining regulatory compliance.

Strong communication and problem-solving skills are essential, with CFP certification or on-track status and Series 65/66 licenses preferred, plus experience with major planning tools.

Qualifications

• 3+ years of experience in investment management or related field.
• CFP certification or on track to obtain certification.
• Securities licenses Series 65 or 66.
• Introductory knowledge of financial planning and investment concepts.

Responsibilities

• Onboard new clients.
• Prepare for and follow up on client reviews.
• Respond to client service requests.
• Prepare investment proposals.
• Support advisory, financial planning, operations and relationship management.
• Follow regulatory requirements.

Skills

3+ years experience

CFP certification

Securities licenses

Analytical skills

Multitasking

Team-oriented

Client relationship

eMoney/Salesforce/Tamarac

Education

CFP certification

Series 65/66

Tools

eMoney

Salesforce

Tamarac

Job description

Hightower Advisors seeks an Associate Wealth Advisor to join our California team. You will build client relationships, prepare proposals, and support advisory, planning, and operations while maintaining regulatory compliance.

Strong communication and problem-solving skills are essential, with CFP certification or on-track status and Series 65/66 licenses preferred, plus experience with major planning tools.