Associate Wealth Advisor — Hybrid Growth Path

Hightower Advisors; Oak Brook (IL); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

In-office 3 days/week, work from home

Competitive base salary + bonus

Job summary

Hightower Advisors in Oak Brook, IL is seeking an Associate Wealth Advisor to support senior advisors in delivering comprehensive wealth management services to high-net-worth clients. You will assist with planning, meetings, and follow-up, while building skills toward a Lead Wealth Advisor role.

Collaborate with a team of advisors, client service professionals, and custodians to meet clients' financial goals, with a mix of office and remote work and travel between Chicago and Oak Brook as needed.

Qualifications

• Bachelor's degree required or equivalent in finance-related field.
• 2+ years in wealth management or financial planning.
• CFP designation completed, in progress, or willingness to pursue.
• Familiarity with financial planning concepts and retirement planning strategies.

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.
• Participate in client meetings by preparing agendas and notes, assisting with follow-up items.
• Analyze client financial data and provide recommendations for investment, retirement, tax, and estate planning.

Skills

Client relationship management

Analytical thinking

Communication skills

Networking

Client service mindset

Education

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

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Hightower Advisors in Oak Brook, IL is seeking an Associate Wealth Advisor to support senior advisors in delivering comprehensive wealth management services to high-net-worth clients. You will assist with planning, meetings, and follow-up, while building skills toward a Lead Wealth Advisor role.

Collaborate with a team of advisors, client service professionals, and custodians to meet clients' financial goals, with a mix of office and remote work and travel between Chicago and Oak Brook as needed.