Associate Wealth Advisor — Growth & Client Impact

HighTower Advisors, LLC; San Ramon, Northern (CA, KY); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid parental leave

401k matching

HSA employer contributions

Student loan assistance

Job summary

Hightower Advisors, LLC is seeking an Associate Wealth Advisor to onboard clients, prepare investment proposals, and support advisory and planning activities. The role reports to the Senior Wealth Advisor and emphasizes relationship-building, communication, and problem-solving in a fast-paced environment.

Requires 3+ years in investment management, CFP certification (or on track), and Series 65/66 licenses. Familiarity with eMoney, Salesforce, and Tamarac is a plus.

Qualifications

• Minimum 3 years in investment management or related field.
• CFP certification or on track to obtain certification.
• Series 65 or 66 licenses required or in progress.

Responsibilities

• Onboard new clients and manage reviews.
• Prepare investment proposals and respond to service requests.
• Support advisory, planning, operations and relationship management.
• Ensure compliance with regulatory requirements.

Skills

Investment management experience

CFP certification or in progress

Securities licenses (Series 65/66)

Analytical problem solving

multitasking and prioritization

Team-oriented approach

Experience with eMoney, Salesforce, or

Education

CFP certification (or in progress)

Tools

eMoney

Salesforce

Tamarac

Job description

Hightower Advisors, LLC is seeking an Associate Wealth Advisor to onboard clients, prepare investment proposals, and support advisory and planning activities. The role reports to the Senior Wealth Advisor and emphasizes relationship-building, communication, and problem-solving in a fast-paced environment.

Requires 3+ years in investment management, CFP certification (or on track), and Series 65/66 licenses. Familiarity with eMoney, Salesforce, and Tamarac is a plus.