Associate Wealth Advisor - Growth Path & Mentorship

HighTower Advisors, LLC; Tampa (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Coverage for medical, dental, vision (

Paid parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

In-office five days a week

Job summary

HighTower Advisors, LLC is seeking an Associate Wealth Advisor to work closely with experienced advisors, gaining exposure to financial planning, investment management, and client relationship development. You will support a high net worth client base across the Tampa area, building relationships and learning how to deliver tailored wealth strategies.

Come grow with a collaborative, entrepreneurial firm that values mentorship, hands-on development, and increasing responsibility.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 2+ years of experience in wealth management, financial planning, investment advisory, or financial services.
• CFP designation completed, in progress, or willingness to pursue.
• Working knowledge of financial planning concepts, investment management, and retirement planning strategies.
• Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms.

Responsibilities

• Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services
• Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software
• Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items
• Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies
• Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations
• Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs
• Respond to client inquiries and service requests
• Maintain accurate client records and ensure compliance with regulatory and firm requirements
• Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities
• Stay current on financial planning concepts, investment strategies, and industry developments

Skills

Communication skills

Analytical ability

Education

Bachelor’s degree in Finance/Accounting/Economics/Business

CFP designation (completed/in progress/considering)

FINRA Series 7 & 66 or Series 65 license or ability to obtain in 6 months

Tools

CRM software (eMoney, MoneyGuidePro, Salesforce)

Job description

HighTower Advisors, LLC is seeking an Associate Wealth Advisor to work closely with experienced advisors, gaining exposure to financial planning, investment management, and client relationship development. You will support a high net worth client base across the Tampa area, building relationships and learning how to deliver tailored wealth strategies.

Come grow with a collaborative, entrepreneurial firm that values mentorship, hands-on development, and increasing responsibility.