Senior Wealth Advisor for High-Net-Worth Clients

HighTower; Oak Brook (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

In-office three days a week, two days’

Job summary

Hightower is seeking a Wealth Advisor to serve as the primary relationship manager for high-net-worth clients, delivering holistic financial planning and customized wealth management solutions.

You will collaborate with a team of advisors and client service professionals, lead client meetings, and drive retention and growth. The role requires a Bachelor’s degree and 5+ years in wealth management, with CFP/CFA/CPA or similar designations preferred.

Qualifications

• Bachelor’s degree required and professional designations preferred.
• 5+ years of wealth management or related experience.
• CFP®, CFA®, CPA or other designation.
• Demonstrated ability to grow client relationships.

Responsibilities

• Serve as primary relationship manager for high-net-worth clients.
• Develop and present comprehensive wealth plans including retirement, tax, estate, and risk management.
• Lead client meetings and implement customized wealth strategies.
• Coordinate with attorneys and accountants for integrated planning.
• Grow business through referrals and networking.

Skills

Client relationship management

Business development

Presentation

Networking

Financial planning software

Series 65 license

Education

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

CFP®, CFA®, CPA or similar designation

Tools

CRM systems

Microsoft Office Suite

Financial planning software

Job description

Hightower is seeking a Wealth Advisor to serve as the primary relationship manager for high-net-worth clients, delivering holistic financial planning and customized wealth management solutions.

You will collaborate with a team of advisors and client service professionals, lead client meetings, and drive retention and growth. The role requires a Bachelor’s degree and 5+ years in wealth management, with CFP/CFA/CPA or similar designations preferred.