Associate Wealth Advisor – Hybrid Growth Track

Hightower Advisors; Valparaiso (IN); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid schedule

Job summary

Hightower Advisors in the United States seeks an Associate Wealth Advisor to support senior advisors in delivering holistic wealth management and planning services. You will work directly with clients, gather data, and help develop tailored strategies aligned with their goals.

The role emphasizes hands-on learning in financial planning, investment management, and client service, with a clear path toward a Wealth Advisor role within a collaborative, entrepreneurial firm.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• CFP designation completed, in progress, or willingness to pursue.
• Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies.

Responsibilities

• 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.
• Respond to client inquiries and service requests.
• Maintain accurate client records and ensure compliance with regulatory and firm requirements.
• 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.

Skills

Wealth management

Financial planning

Investment advisory

Client relationship

Analytical thinking

Written communications

Education

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

CFP designation (completed/in progress)

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Hightower Advisors in the United States seeks an Associate Wealth Advisor to support senior advisors in delivering holistic wealth management and planning services. You will work directly with clients, gather data, and help develop tailored strategies aligned with their goals.

The role emphasizes hands-on learning in financial planning, investment management, and client service, with a clear path toward a Wealth Advisor role within a collaborative, entrepreneurial firm.