Hybrid Associate Wealth Advisor: Growth & Mentorship

Colonial Group; Dallas (TX); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid work arrangement

Job summary

Hightower Signature Wealth is seeking an Associate Wealth Advisor to work closely with experienced advisors and support high net worth individuals in achieving financial goals.

You will gain hands-on experience in financial planning, investment management, client relationship development, and wealth management strategy, with mentorship and increasing responsibility to advance to a Wealth Advisor role.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business or related field.
• 2+ years in wealth management, financial planning, or financial services.
• CFP designation completed, in progress, or willingness to pursue.
• Working knowledge of financial planning concepts and retirement planning.
• Strong analytical and problem solving skills; client service oriented.
• Experience with planning software such as eMoney, MoneyGuidePro, Salesforce.
• FINRA Series 65 license or ability to obtain within 6 months.

Responsibilities

• Assist Lead Wealth Advisors in managing client relationships and services.
• Prepare financial plans, retirement projections, cash flow analyses, and estate summaries.
• Participate in client meetings: agendas, documentation, notes, follow-ups.
• Analyze client data and provide investment, retirement, tax, and estate recommendations.
• Monitor portfolios and assist with reviews, rebalancing, and implementations.
• Collaborate with custodians, attorneys, and accountants to support client needs.
• Respond to client inquiries and service requests; maintain records.
• Support business development through meetings prep and materials.
• Stay current on financial planning concepts and industry developments.

Skills

Client relationship management

Financial planning

Investment analysis

CRM software

Education

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

CFP designation (completed/in progress)

Series 65 or willing to obtain within 6 months

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Hightower Signature Wealth is seeking an Associate Wealth Advisor to work closely with experienced advisors and support high net worth individuals in achieving financial goals.

You will gain hands-on experience in financial planning, investment management, client relationship development, and wealth management strategy, with mentorship and increasing responsibility to advance to a Wealth Advisor role.