Associate Wealth Advisor - Hightower Signature Wealth

Colonial Group; Downers Grove (IL); Hybrid; USD 95.000 - 105.000; Vollzeit

Benefits dieser Stelle

Medical, dental & vision insurance

Parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

In-office four days a week and WFH one

Zusammenfassung

Hightower is seeking an Associate Wealth Advisor in Downers Grove, IL to support Lead Wealth Advisors in managing client relationships and delivering wealth management services. You will prepare financial plans, gather documentation, and assist with client meetings while developing advisory skills and a pathway to Lead Wealth Advisor roles.

The role emphasizes collaboration with professionals, ongoing education, and participation in business development to expand client services.

Qualifikationen

• 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 planning software such as eMoney, MoneyGuidePro, Salesforce.

Aufgaben

• 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.
• Participate in client meetings by preparing agendas, gathering documentation, taking notes, and following 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 professionals to facilitate client needs.
• Develop relationship management and business development skills through direct client and prospect interaction.

Kenntnisse

Client service mindset

Analytical thinking

Verbal & written communication

CRM software experience

Ausbildung

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

CFP designation (completed/in progress/for pursuit)

Tools

eMoney

MoneyGuidePro

Salesforce

Jobbeschreibung

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).

Your Future Team

You will join a collaborative and client focused wealth management team dedicated to delivering comprehensive financial planning and exceptional client service. Reporting directly to a Lead Wealth Advisor, the Associate Wealth Advisor serves as a key partner in supporting client relationships, preparing financial planning analyses, and helping execute investment and wealth management strategies. This role is designed for individuals who aspire to become Lead Wealth Advisors and develop their own client relationships over time. In addition to supporting financial planning and investment analysis, the Associate Wealth Advisor will actively participate in business development activities, prospect engagement, and relationship building. The role provides a structured path toward greater client responsibility and long term career growth within wealth management

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
• Serve as a trusted point of contact for clients while developing relationship management and advisory skills
• Maintain documentation and compliance standards consistent with fiduciary wealth management practices while supporting the client advisory process
• 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
• Participate in prospect meetings and new client onboarding conversations alongside Lead Advisors
• Develop relationship management and business development skills through direct client and prospect interaction.
• Assist in identifying opportunities to deepen existing client relationships and expand services provided to clients and their families.
• Support networking, referral, and community engagement initiatives that contribute to firm growth.
• Build the technical, planning, and relationship management skills necessary to progress toward a Lead Wealth Advisor role.
• Demonstrate a commitment to developing a personal business development strategy and advisory practice over time

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, Series 6, or Series 7, Life & Health insurance licenses or ability to obtain within a specified timeframe preferred
• Demonstrated interest in developing a career as a Wealth Advisor and managing client relationships
• Interest in business development, networking, and cultivating long-term client partnerships

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 four days a week and work from home one day a week
• Base salary of $95,000-$105,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

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.