Associate Wealth Advisor - Hightower Signature Wealth

Colonial Group; Dallas (TX); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid work arrangement

Job summary

Hightower Signature Wealth is seeking an Associate Wealth Advisor to work closely with experienced advisors and support high net worth individuals in achieving financial goals.

You will gain hands-on experience in financial planning, investment management, client relationship development, and wealth management strategy, with mentorship and increasing responsibility to advance to a Wealth Advisor role.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business or related field.
• 2+ years in wealth management, financial planning, or financial services.
• CFP designation completed, in progress, or willingness to pursue.
• Working knowledge of financial planning concepts and retirement planning.
• Strong analytical and problem solving skills; client service oriented.
• Experience with planning software such as eMoney, MoneyGuidePro, Salesforce.
• FINRA Series 65 license or ability to obtain within 6 months.

Responsibilities

• Assist Lead Wealth Advisors in managing client relationships and services.
• Prepare financial plans, retirement projections, cash flow analyses, and estate summaries.
• Participate in client meetings: agendas, documentation, notes, follow-ups.
• Analyze client data and provide investment, retirement, tax, and estate recommendations.
• Monitor portfolios and assist with reviews, rebalancing, and implementations.
• Collaborate with custodians, attorneys, and accountants to support client needs.
• Respond to client inquiries and service requests; maintain records.
• Support business development through meetings prep and materials.
• Stay current on financial planning concepts and industry developments.

Skills

Client relationship management

Financial planning

Investment analysis

CRM software

Education

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

CFP designation (completed/in progress)

Series 65 or willing to obtain within 6 months

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Why Join Hightower Signature Wealth

At Hightower Signature Wealth, we combine the resources and capabilities of Hightower with the entrepreneurial culture of an independent wealth management firm. As an Associate Wealth Advisor, you will work closely with experienced advisors while gaining exposure to financial planning, investment management, client relationship development, and business development. We provide a clear path for growth, with opportunities to take on increasing responsibility, develop your own client relationships, and progress into a Wealth Advisor role.

We are committed to investing in our team through mentorship, hands on experience, and professional development. For individuals seeking a long term career in wealth management, Hightower Signature Wealth offers a collaborative environment and meaningful growth opportunities.

Your Future Team

At Hightower Signature Wealth, we believe exceptional wealth management starts with meaningful relationships. As an Associate Wealth Advisor, you will work closely with experienced advisors to support high net worth individuals, families, executives, and business owners in achieving their financial goals.

In this role, you will gain hands on experience in financial planning, investment management, client relationship development, and wealth management strategy. You will collaborate with advisors and client service professionals to deliver a high touch, personalized client experience while developing the skills needed to advance into a Wealth Advisor role.

This position is ideal for an individual who is passionate about wealth management, enjoys working directly with clients, and is seeking a clear path for professional growth within a collaborative and entrepreneurial firm. Through mentorship, ongoing development, and increasing levels of responsibility, you will have the opportunity to build the expertise necessary for long term success as a trusted advisor.

What You'll Do

The Associate Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support.

• 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

What You'll Bring

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 2 or more 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 principles, and retirement planning strategies
• Strong analytical and problem solving skills with the ability to interpret complex financial information
• Excellent verbal and written communication skills with a client service mindset
• Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms
• FINRA Series 65 license or ability to obtain within 6 months

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• In-office three days a week and work from home two days a week
• Base salary of $85,000- $100,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.