Senior Investment Consultant — Advisor Partner

Hightower Advisors

Chicago (IL)

Hybrid

USD 100,000 - 110,000

Full time

9 days ago

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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Parental leave
Mother’s lounge onsite
Flexible PTO
Hybrid schedule
Onsite gym
401k match
HSA contributions
Student loan assistance
Pet insurance
Competitive base salary

Job summary

Hightower Advisors in Chicago seeks a Senior Investment Consultant to partner with advisors, delivering high-quality investment guidance and model capabilities to clients.

You will work with advisory practices, research, proposal and execution teams to ensure consistent investment messaging and compliant guidance across the client cycle.

The role emphasizes communicating complex concepts simply, maintaining advisor relations, and supporting platform adoption and asset growth.

Qualifications

  • 3–7 years of experience in wealth management, investments, or portfolio advisory.
  • 2+ years of advisory experience with client-facing responsibilities.
  • Strong understanding of portfolio construction and asset allocation.
  • Ability to translate complex investment concepts into advisor-ready guidance.
  • Strong communication and relationship-building skills.
  • 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%.

Responsibilities

  • Serve as a primary investment partner to advisors, providing guidance on portfolio construction and manager selection.
  • Conduct portfolio diagnostics and insights to align portfolios with firm views and models.
  • Support advisor and client discussions with investment rationale and market context.
  • Help advisors prepare for client reviews with clear investment messaging.
  • Develop advisor-ready investment materials and portfolio analytics.
  • Coordinate with trading, execution, and operations to ensure compliant execution.
  • Maintain ownership from recommendation to execution for a seamless advisor experience.

Skills

Wealth management
Portfolio construction
Asset allocation
Investment products
Communication
Relationship building
Travel up to 25%
Series 65/66

Education

Bachelor’s degree
CFA/CFP preferred

Tools

Portfolio analytics

Job description

Hightower Advisors in Chicago seeks a Senior Investment Consultant to partner with advisors, delivering high-quality investment guidance and model capabilities to clients.

You will work with advisory practices, research, proposal and execution teams to ensure consistent investment messaging and compliant guidance across the client cycle.

The role emphasizes communicating complex concepts simply, maintaining advisor relations, and supporting platform adoption and asset growth.

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