Senior Investment Consultant: Advisor Enablement & Platform

HighTower Advisors

Chicago (IL)

Hybride

USD 100 000 - 110 000

Plein temps

14 jours+

Une candidature complète en une minute

Un CV et une lettre de motivation personnalisés, prêts à envoyer.

Passez les filtres ATS

Avantages offerts par ce poste

Medical, dental, vision insurance
Parental leave
Flexible PTO
Gym in office
401k matching
HSA contributions
Student loan assistance
Pet insurance
Hybrid with Friday remote

Résumé du poste

Hightower is seeking a Senior Investment Consultant to partner with advisors, delivering high‑quality investment guidance and robust portfolio recommendations. You will help translate investment views into clear client messaging, balancing risk and opportunity within firm models and standards.

In this hybrid Chicago-area role, you’ll collaborate with research, proposal, and execution teams to drive scalable solutions and real-time advisor feedback that improves platforms and client outcomes.

Qualifications

  • Bachelor’s degree required; CFA/CFP preferred for advanced credentialing.
  • Strong understanding of portfolio construction, asset allocation, and investment products.
  • Ability to translate complex investment concepts into advisor-ready guidance.

Responsabilités

  • Serve as a primary investment partner to advisors, guiding portfolio construction and manager selection.
  • Conduct portfolio diagnostics and provide insights to align with firm views and model frameworks.
  • Support advisor and client discussions with clear investment messaging and market context.
  • Coordinate with research, wealth management, and proposal teams to align client-facing recommendations with standards.

Connaissances

Portfolio construction
Asset allocation
Financial markets
Investment products
Communication
Relationship-building
Travel up to 25%

Formation

Bachelor’s degree
CFA/CFP preferred

Outils

Series 65/66 preferred

Description du poste

Hightower is seeking a Senior Investment Consultant to partner with advisors, delivering high‑quality investment guidance and robust portfolio recommendations. You will help translate investment views into clear client messaging, balancing risk and opportunity within firm models and standards.

In this hybrid Chicago-area role, you’ll collaborate with research, proposal, and execution teams to drive scalable solutions and real-time advisor feedback that improves platforms and client outcomes.

Obtenez votre examen gratuit et confidentiel de votre CV.

ou faites glisser et déposez votre fichier ici.

Similar jobs

Postes similaires à comparer

Senior Investment Consultant
Senior Investment Consultant

HighTower Advisors • Chicago (IL)

Hybride
USD 100 000 - 110 000
Medical, dental, vision insurance
Parental leave
Flexible PTO
+6
Hybrid Wealth Advisor Associate — Grow Clients, Build Plans
Hybrid Wealth Advisor Associate — Grow Clients, Build Plans

Vigilantwm • Oak Brook (IL)

Sur place
USD 75 000 - 95 000
Medical, dental and vision insurance
Parental leave
401k matching
+4
Portfolio Analyst: Trading, Strategy & Investments
Portfolio Analyst: Trading, Strategy & Investments

Hightower Advisors • Alpharetta (GA)

Hybride
USD 85 000 - 130 000
401k Matching Plan
Paid Parental Leave
Student Loan Assistance
+1
Hybrid Wealth Advisor for High-Net-Worth Clients
Hybrid Wealth Advisor for High-Net-Worth Clients

Colonial Group • Chicago (IL)

Sur place
USD 90 000 - 120 000
In-office three days a week
Work from home two days a week
401k matching plan
+3
Associate Wealth Advisor – Hybrid Growth Track
Associate Wealth Advisor – Hybrid Growth Track

Hightower Advisors • Valparaiso (IN)

Hybride
USD 85 000 - 100 000
Medical/dental/vision insurance
Parental leave
401k matching
+4
Wealth Advisor: Growth, Mentorship & Client Impact
Wealth Advisor: Growth, Mentorship & Client Impact

Hightower Advisors • Houston (TX)

Hybride
USD 105 000 - 125 000
Medical, dental, and vision insurance
Parental leave
401k matching
+4
Associate Wealth Advisor — Hybrid Growth Path
Associate Wealth Advisor — Hybrid Growth Path

Hightower Advisors • Oak Brook (IL)

Hybride
USD 75 000 - 95 000
Medical, dental, vision insurance
Paid parental leave
401k matching
+5
Hybrid Wealth Advisor for High-Net-Worth Clients
Hybrid Wealth Advisor for High-Net-Worth Clients

Colonial Group • Valparaiso (IN)

Hybride
USD 90 000 - 120 000
Medical, dental, and vision insurance
Parental leave
401k matching plan
+4
Senior Investment Strategist: Hybrid Role for Advisors
Senior Investment Strategist: Hybrid Role for Advisors

Focus Financial Partners • Chicago (IL)

Hybride
USD 140 000 - 160 000
Medical insurance
Dental insurance
Vision insurance
+2
Client-Facing Investment Consulting Associate
Client-Facing Investment Consulting Associate

Financeroles • Chicago (IL)

Hybride
USD 90 000 - 105 000
Health and Welfare Benefits
Leave Benefits
Retirement Benefits