Associate Wealth Advisor - Path to Lead Advisor

Colonial Group; Downers Grove (IL); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

Parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

In-office four days a week and WFH one

Job summary

Hightower is seeking an Associate Wealth Advisor in Downers Grove, IL to support Lead Wealth Advisors in managing client relationships and delivering wealth management services. You will prepare financial plans, gather documentation, and assist with client meetings while developing advisory skills and a pathway to Lead Wealth Advisor roles.

The role emphasizes collaboration with professionals, ongoing education, and participation in business development to expand client services.

Qualifications

• 2+ years of experience in wealth management, financial planning, investment advisory, or financial services.
• CFP designation completed, in progress, or willingness to pursue.
• Working knowledge of financial planning concepts, investment management, and retirement planning strategies.
• Experience with planning software such as eMoney, MoneyGuidePro, Salesforce.

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.
• Participate in client meetings by preparing agendas, gathering documentation, taking notes, and following 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 professionals to facilitate client needs.
• Develop relationship management and business development skills through direct client and prospect interaction.

Skills

Client service mindset

Analytical thinking

Verbal & written communication

CRM software experience

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

CFP designation (completed/in progress/for pursuit)

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Hightower is seeking an Associate Wealth Advisor in Downers Grove, IL to support Lead Wealth Advisors in managing client relationships and delivering wealth management services. You will prepare financial plans, gather documentation, and assist with client meetings while developing advisory skills and a pathway to Lead Wealth Advisor roles.

The role emphasizes collaboration with professionals, ongoing education, and participation in business development to expand client services.