Associate Wealth Advisor — Hybrid, Growth Path to Lead Advisor

Hightower Advisors; Downers Grove (IL); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

Medical/dental/vision insurance on day

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid schedule: 4 days in office + 1?

Job summary

Hightower Advisors in the United States seeks an Associate Wealth Advisor to support Lead Wealth Advisors and client relationships. You will help prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm-approved planning software.

The role offers a path toward becoming a Lead Wealth Advisor with growth in wealth management and business development opportunities.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• CFP designation completed, in progress, or willingness to pursue.
• Working knowledge of financial planning concepts and retirement planning strategies.
• Experience with CRM software such as eMoney, MoneyGuidePro, Salesforce.

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.

Skills

Client relationship

Communication

Analytical thinking

Education

Bachelors in Finance/Related

CFP designation

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Hightower Advisors in the United States seeks an Associate Wealth Advisor to support Lead Wealth Advisors and client relationships. You will help prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm-approved planning software.

The role offers a path toward becoming a Lead Wealth Advisor with growth in wealth management and business development opportunities.