Hybrid Wealth Advisor for High-Net-Worth Clients

Hightower Advisors; Valparaiso (IN); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid schedule

Job summary

Hightower Advisors in Valparaiso, IN seeks a Wealth Advisor to partner with high-net-worth individuals and families. You will lead client relationships, deliver comprehensive financial planning, and provide customized wealth management solutions.

You will report to senior leadership, collaborate with a team of advisors and client service professionals, and contribute to client retention, business development, and growth of the practice.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Accounting, or related field.
• 5+ years of experience 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 investment goals, risk tolerance, and market conditions
• Coordinate with attorneys, accountants, and other professional advisors 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 to deliver outstanding client experience

Skills

Client relationships

Financial planning

Investment advisory

Interpersonal skills

Networking

CRM familiarity

Education

CFP®, CFA®, CPA

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

Tools

CRM systems

Financial planning software

Job description

Hightower Advisors in Valparaiso, IN seeks a Wealth Advisor to partner with high-net-worth individuals and families. You will lead client relationships, deliver comprehensive financial planning, and provide customized wealth management solutions.

You will report to senior leadership, collaborate with a team of advisors and client service professionals, and contribute to client retention, business development, and growth of the practice.