Associate Wealth Advisor - Hightower Signature Wealth

HighTower Advisors, LLC; San Ramon, Northern (CA, KY); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid parental leave

401k matching

HSA employer contributions

Student loan assistance

Job summary

Hightower Advisors, LLC is seeking an Associate Wealth Advisor to onboard clients, prepare investment proposals, and support advisory and planning activities. The role reports to the Senior Wealth Advisor and emphasizes relationship-building, communication, and problem-solving in a fast-paced environment.

Requires 3+ years in investment management, CFP certification (or on track), and Series 65/66 licenses. Familiarity with eMoney, Salesforce, and Tamarac is a plus.

Qualifications

• Minimum 3 years in investment management or related field.
• CFP certification or on track to obtain certification.
• Series 65 or 66 licenses required or in progress.

Responsibilities

• Onboard new clients and manage reviews.
• Prepare investment proposals and respond to service requests.
• Support advisory, planning, operations and relationship management.
• Ensure compliance with regulatory requirements.

Skills

Investment management experience

CFP certification or in progress

Securities licenses (Series 65/66)

Analytical problem solving

multitasking and prioritization

Team-oriented approach

Experience with eMoney, Salesforce, or

Education

CFP certification (or in progress)

Tools

eMoney

Salesforce

Tamarac

Job description

Associate Wealth Advisor - Hightower Signature Wealth

3160 Crow Canyon Rd, San Ramon, CA 94583, USA

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).

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

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.

3160 Crow Canyon Rd, San Ramon, CA 94583, USA