Hybrid Wealth Advisor Associate — Grow Clients, Build Plans

Vigilantwm; Oak Brook (IL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid schedule: 3 days in-office, 2 W

Job summary

Hightower is seeking an Associate Wealth Advisor to support senior advisors in delivering personalized wealth management and comprehensive financial planning for high-net-worth clients. You will build client relationships, prepare financial plans and analyses, and participate in meetings to ensure a high-quality client experience.

Work across finance and advisory teams, with travel between Chicago and Oak Brook offices as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 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 principles, and retirement planning strategies
• Strong analytical and problem-solving skills with the ability to interpret complex financial information
• Excellent verbal and written communication skills with a client service mindset
• Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms
• FINRA Series 65, Series 6, or Series 7, Life & Health licenses or ability to obtain within timeframe preferred
• Demonstrated interest in developing a career as a Wealth Advisor and managing client relationships
• Interest in business development, networking, and cultivating long-term client partnerships

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
• Serve as a trusted point of contact for clients while developing relationship management and advisory skills
• Maintain documentation and compliance standards consistent with fiduciary wealth management practices while supporting the client advisory process
• 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
• Participate in prospect meetings and new client onboarding conversations alongside Lead Advisors
• Develop relationship management and business development skills through direct client and prospect interaction
• Assist in identifying opportunities to deepen existing client relationships and expand services provided to clients and their families
• Support networking, referral, and community engagement initiatives that contribute to firm growth
• Build the technical, planning, and relationship management skills necessary to progress toward a Lead Wealth Advisor role
• Demonstrate a commitment to developing a personal business development strategy and advisory practice over time

Skills

CFP designation

Analytical skills

Communication skills

Wealth management

Relationship building

Education

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

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Hightower is seeking an Associate Wealth Advisor to support senior advisors in delivering personalized wealth management and comprehensive financial planning for high-net-worth clients. You will build client relationships, prepare financial plans and analyses, and participate in meetings to ensure a high-quality client experience.

Work across finance and advisory teams, with travel between Chicago and Oak Brook offices as needed.