Senior Wealth Advisor for High-Net-Worth Clients

HighTower Advisors; Chicago (IL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Parental leave

401(k) matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid work schedule

Job summary

HighTower Advisors in Chicago seeks a Wealth Advisor to manage client relationships and deliver comprehensive financial planning. You will collaborate with a team of advisors to guide high-net-worth clients through retirement, investments, and estate planning.

The role requires 5+ years in wealth management, CFP/CFA/CPA designations, and strong business development and networking skills. Hybrid work with travel between Chicago and Oak Brook offices is provided.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Accounting, or related field.
• 5+ years of experience in wealth management or financial services.
• CFP®, CFA®, CPA or other relevant professional designations.

Responsibilities

• Serve as primary relationship manager for clients and deliver holistic financial guidance.
• 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.

Skills

Financial planning software

CRM systems

MS Office Suite

Education

Bachelor's degree

CFP® designation

CFA® designation

CPA designation

Tools

FINRA Series 65 license

Job description

HighTower Advisors in Chicago seeks a Wealth Advisor to manage client relationships and deliver comprehensive financial planning. You will collaborate with a team of advisors to guide high-net-worth clients through retirement, investments, and estate planning.

The role requires 5+ years in wealth management, CFP/CFA/CPA designations, and strong business development and networking skills. Hybrid work with travel between Chicago and Oak Brook offices is provided.