Associate Wealth Advisor: Path to Lead Wealth Advisor

Hightower Advisors; Downers Grove (IL); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical/vision/dental insurance from 1

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid schedule (4 days in office, 1 W

Job summary

Hightower Advisors in Downers Grove, IL, is seeking an Associate Wealth Advisor to support senior advisors, build client relationships, and contribute to comprehensive financial planning.

The role emphasizes collaboration, continued CFP pursuit, and opportunity to advance toward Lead Wealth Advisor, with exposure to investment analysis, planning software, and business development activities.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• 2+ years in wealth management, financial planning, or advisory services.
• CFP designation completed, in progress, or willingness to pursue.
• Working knowledge of financial planning concepts and retirement strategies.
• Strong communication and client service mindset.

Responsibilities

• Assist Lead Wealth Advisors in managing client relationships and wealth management services.
• Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries.
• Participate in client meetings, document notes, and follow up on actions.
• Analyze client financial data and provide investment, retirement, tax, and estate planning recommendations.
• Support business development through prospect meetings and client onboarding.

Skills

Client service mindset

Communication

Analytical thinking

Financial concepts understanding

Education

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

CFP designation

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Hightower Advisors in Downers Grove, IL, is seeking an Associate Wealth Advisor to support senior advisors, build client relationships, and contribute to comprehensive financial planning.

The role emphasizes collaboration, continued CFP pursuit, and opportunity to advance toward Lead Wealth Advisor, with exposure to investment analysis, planning software, and business development activities.