Senior Investment Consultant

HighTower; Chicago (IL); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave

Flexible PTO

Hybrid work schedule

401k matching

HSA contributions

Student loan assistance

Pet insurance

Onsite gym

Job summary

Hightower in Chicago, IL seeks a Senior Investment Consultant to partner with advisors, deliver high-quality investment guidance, and promote firm investment solutions. You will help translate investment views into client-ready messaging and support cross-functional teams to scale platform adoption.

The role emphasizes portfolio construction, asset allocation and strong advisor relationships, with hybrid work in Chicago-area offices and up to 25% travel.

Qualifications

• 3-7 years in wealth management, investments or portfolio advisory.
• Strong understanding of portfolio construction and asset allocation.
• Translate complex concepts into advisor-ready guidance.
• Excellent communication and relationship-building skills.
• Travel up to 25%.
• Series 65/66 preferred or must obtain shortly after hire.
• Bachelor7s degree required; CFA/CFP preferred.

Responsibilities

• Serve as primary investment partner to advisors, guiding portfolio construction, asset allocation, risk positioning, and manager selection.
• Conduct portfolio diagnostics and provide insights aligning portfolios with firm views and models.
• Support advisor/client discussions with investment rationale, market context, and recommended actions.
• Help advisors prepare for client reviews and key meetings with clear investment messaging.
• Coordinate with research, wealth management and proposal teams to align client recommendations with standards.
• Maintain ownership from recommendation to execution, ensuring a seamless advisor experience.

Skills

Wealth management

Investment guidance

Portfolio construction

Asset allocation

Communication

Relationship building

Travel readiness

Advisor collaboration

Education

Bachelor9s degree

Advanced degree or CFA/CFP

Job description

Founded in 2008, Hightower's wealth management firm 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. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team

The Senior Investment Consultant is a field-facing professional who partners directly with advisors to provide high-quality investment guidance, strengthen portfolio recommendations, and promote consistent adoption of the firm's investment solutions. The role brings Hightower's investment views, research, and model capabilities to life, ensuring advisors can deliver clear, confident, and compliant investment guidance to clients.

Investment Consultants work closely with advisory practices, research teams, proposal support, and execution teams, acting as a critical link between firm-level investment strategy and front-line client conversations. They also surface real-time advisor feedback to help improve platforms, tools, and the overall investment consulting experience.

This is a hybrid role that can sit in the Chicago, IL (Loop) or Downer Grove, IL offices.

What You’ll Do

Advisor Partnership & Investment Consulting

• Serve as a primary investment partner to advisors, providing guidance on portfolio construction, asset allocation, risk positioning, and manager selection.
• Conduct portfolio diagnostics and provide insights on opportunities to align portfolios with firm views and model frameworks.
• Support advisor and client discussions by articulating investment rationale, market context, and recommended actions.
• Help advisors prepare for client reviews and key meetings, ensuring investment messaging is clear and consistent.

Platform Adoption & Asset Growth

• Support advisors in moving assets onto firm platforms by simplifying implementation and highlighting client benefits.
• Convert consulting conversations into actionable, funded opportunities through proactive engagement and follow-through.
• Reinforce best practices for using firm models, tools, and workflows to drive consistency and scale.

Investment Enablement & Execution Support

• Develop high-quality, advisor-ready investment materials, proposals, model comparisons, and portfolio analytics.
• Coordinate with overlay, trading, and operations teams to ensure timely, accurate, and compliant execution.
• Maintain ownership throughout the recommendation-to-execution cycle to ensure a seamless advisor experience.
• Ensure all messaging aligns with firm-approved language and product guidance.

Cross-Functional Collaboration

• Partner with research, wealth management, and proposal teams to align client-facing recommendations with firm portfolio construction standards.
• Coordinate closely with the Head of Investment Consultant Services to ensure consistent field messaging and adherence to ICs frameworks.
• Maintain strong alignment with Investment leadership on market outlook, platform updates, and investment priorities.

What You’ll Bring

• 3-7 years of experience in wealth management, investments, or portfolio advisory roles.
• Strong understanding of portfolio construction, asset allocation, financial markets, and investment products.
• Proven ability to translate complex investment concepts into simple, advisor-ready guidance.
• Strong communication and relationship-building skills; able to influence advisors and support client conversations.
• Ability to manage multiple advisor relationships in a fast-paced, field-driven environment.
• Series 65/66 preferred or must obtain shortly after hire.
• Bachelor's degree required; advanced degree or CFA/CFP preferred.
• Ability to travel up to 25%.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother's lounge onsite
• Flexible PTO plan
• In-office Monday through Thursday and work from home on Friday
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base Salary of $100,000- $110,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.