Hybrid Wealth Advisor for High-Net-Worth Clients

Colonial Group; Valparaiso (IN); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave

401k matching plan

HSA contributions

Student loan assistance

Pet insurance

Hybrid work model

Job summary

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Based in Chicago with advisors across the U.S., we operate as an RIA.

Your role as Wealth Advisor is to be a trusted partner to high-net-worth individuals and families, leading client relationships, delivering comprehensive financial planning, and providing customized

Qualifications

• Bachelor's degree in Finance, Business, Economics, Accounting, or related field.
• 5+ years in wealth management, financial planning, investment advisory, or financial services.
• CFP®, CFA®, CPA, or other relevant professional designations.
• Demonstrated experience growing client relationships.
• Knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management concepts.
• Experience developing comprehensive financial planning recommendations and communicating them.
• Excellent interpersonal, presentation, and relationship management skills.
• Strong business development and networking skills with a client first mindset.
• Proficiency with financial planning software, CRM systems, and Microsoft Office Suite.
• FINRA Series 65 license or equivalent registration required, or ability to obtain within a defined timeframe.

Responsibilities

• Build trusted relationships with high-net-worth individuals, families, executives, and business owners.
• Develop and deliver comprehensive financial plans covering retirement, investment, tax, estate, risk management, and cash flow planning.
• Lead client meetings and present tailored wealth management strategies aligned with client goals.
• Manage client investment portfolios, making recommendations based on goals, risk tolerance, and market conditions.
• Coordinate with attorneys, accountants, and other professionals to implement integrated planning strategies.
• Identify opportunities to deepen existing client relationships through additional planning and advisory services.
• Create new business through referrals, networking, centers of influence, and prospect meetings.
• Stay informed on industry trends, market developments, and regulatory requirements helping clients.
• Ensure all client activities and recommendations comply with firm policies and regulatory standards.
• Mentor and collaborate with Associate Wealth Advisors and support team members.

Skills

Client relationship growth

Relationship management

Interpersonal skills

Presentation skills

Networking

Financial planning knowledge

CRM proficiency

Microsoft Office

Education

CFP®, CFA®, CPA or other designations

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

Tools

CRM systems

Financial planning software

Microsoft Office Suite

Job description

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Based in Chicago with advisors across the U.S., we operate as an RIA.

Your role as Wealth Advisor is to be a trusted partner to high-net-worth individuals and families, leading client relationships, delivering comprehensive financial planning, and providing customized