Associate Wealth Advisor: Growth to Senior Advisor

Colonial Group; Valparaiso (IN); On-site; USD 85,000 - 100,000; 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

In-office four days a week and work从"

Base salary of $85,000-$100,000 plus 1

Job summary

Hightower is seeking an Associate Wealth Advisor in the United States to work closely with Lead Wealth Advisors and serve high-net-worth clients. You will gain hands-on experience in financial planning, investment analysis, and client relationships while advancing toward a Wealth Advisor role.

The role emphasizes collaboration with advisors and service professionals, mentorship, and ongoing professional development. A clear path for growth within a entrepreneurial, client-focused firm is offered.

Qualifications

• 2+ years of experience in wealth management or financial services
• CFP designation status (completed or in progress) or willingness to pursue
• Working knowledge of financial planning concepts and retirement strategies
• Experience with CRM and planning software such as eMoney, MoneyGuidePro, or Salesforce
• Series 7/66 license or ability to obtain within 6 months

Responsibilities

• Assist Lead Wealth Advisors in managing client relationships and delivering 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 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

Wealth management experience

Analytical skills

Communication skills

CRM planning software

Finance concepts

Education

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

CFP designation (completed/in progress or pursuing)

FINRA Series 7 & 66 license

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Hightower is seeking an Associate Wealth Advisor in the United States to work closely with Lead Wealth Advisors and serve high-net-worth clients. You will gain hands-on experience in financial planning, investment analysis, and client relationships while advancing toward a Wealth Advisor role.

The role emphasizes collaboration with advisors and service professionals, mentorship, and ongoing professional development. A clear path for growth within a entrepreneurial, client-focused firm is offered.