Associate Wealth Advisor - Hightower Signature Wealth

Hightower Advisors; San Ramon (CA); On-site; USD 75,000 - 80,000; 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

Job summary

Hightower Advisors seeks an Associate Wealth Advisor to join our California team. You will build client relationships, prepare proposals, and support advisory, planning, and operations while maintaining regulatory compliance.

Strong communication and problem-solving skills are essential, with CFP certification or on-track status and Series 65/66 licenses preferred, plus experience with major planning tools.

Qualifications

• 3+ years of experience in investment management or related field.
• CFP certification or on track to obtain certification.
• Securities licenses Series 65 or 66.
• Introductory knowledge of financial planning and investment concepts.

Responsibilities

• Onboard new clients.
• Prepare for and follow up on client reviews.
• Respond to client service requests.
• Prepare investment proposals.
• Support advisory, financial planning, operations and relationship management.
• Follow regulatory requirements.

Skills

3+ years experience

CFP certification

Securities licenses

Analytical skills

Multitasking

Team-oriented

Client relationship

eMoney/Salesforce/Tamarac

Education

CFP certification

Series 65/66

Tools

eMoney

Salesforce

Tamarac

Job description

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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).

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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).

The Role

We are looking for an Associate Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, a proactive learner who performs at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Senior Wealth Advisor.

You have strong professional communication and interpersonal skills. You can motivate yourself to manage a variety of tasks and solve problems with little oversight. You will have experience and attributes in the following areas:

• Strong organizational skills and follow-through to monitor progress
• Introductory understanding of financial planning concepts, advisory operations, and client paperwork
• Education or work experience in the wealth management field

What You'll Do

• Onboard new clients
• Help with preparation for and follow-up from client reviews
• Respond to client service requests
• Prepare investment proposals
• Support multiple roles across the practice – advisory, financial planning, operations, and relationship management – through a variety of tasks
• Follow and have knowledge of regulatory requirements

What You'll Bring

• 3 or more years of experience in investment management business
• CFP® certification or on track to obtain certification
• Securities representative licenses, Series 65 or 66
• Introductory knowledge of different financial planning and investment concepts
• Demonstrated analytical and problem-solving skills
• Able to handle multiple undertakings at once, ranging from analytical to relational tasks
• Team-oriented to support a growing advisory practice
• Experience with eMoney, Salesforce, and Tamarac a plus

What We Offer

• Annual base salary of $75,000-$80,000 based on qualifications and experience
• Coverage on the first day of employment for Medical, Dental, and Vision insurance
• Paid parental leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
• 401k Matching plan
• HSA Employer contributions
• Student loan assistance
• Pet insurance

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.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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