Senior Wealth Advisor — Holistic, Fiduciary Planning

HighTower Advisors, LLC; Alpharetta (GA); On-site; USD 150,000 - 260,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

401k Matching

Student Loan Help

Pet Insurance

Flexible Benefits

Vacation & Schedule

Job summary

Bluerock Wealth Management, part of the Hightower network, seeks a Senior Wealth Advisor to deliver high-touch, fiduciary service for clients in Alpharetta. You will lead comprehensive financial planning, investment strategy, and collaborate with CPAs and attorneys to protect and grow client wealth.

This role emphasizes holistic wealth management, tax mitigation, ongoing client relationships, and strong collaboration with operations and investment teams under a partner-led structure.

Qualifications

• Bachelor’s Degree in finance or accounting.
• 7+ years in client facing role.
• Detailed knowledge of tax knowledge is required.
• Detailed knowledge of complex estate planning concepts and implementation.
• Familiarity with the aspects of working with small business owners and physicians.
• Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms.

Responsibilities

• Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning
• Conduct in-depth reviews for clients and prospective clients
• Develop financial plans and strategies
• Facilitate meetings with clients and potential clients
• Identify opportunities or pitfalls that may be present when it comes to all facets of a client’s financial picture
• Stay informed about the landscape of financial planning, including economic, legal, and investment trends, and general market developments and challenges that may affect affluent clients
• Work with members of the operations, planning and investment teams to create/incorporate best practices
• Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs
• Assist partners with business development including closing leads and helping increase client wallet share

Skills

Client facing

Tax knowledge

Estate planning concepts

Small business owner experience

Salesforce

Investment platforms

Building trust with clients

Fee-only experience

Education

Bachelor’s Degree in finance or accounting

Tools

Salesforce

Black Diamond

BNA

eMoney

Fidelity

Schwab

Job description

Bluerock Wealth Management, part of the Hightower network, seeks a Senior Wealth Advisor to deliver high-touch, fiduciary service for clients in Alpharetta. You will lead comprehensive financial planning, investment strategy, and collaborate with CPAs and attorneys to protect and grow client wealth.

This role emphasizes holistic wealth management, tax mitigation, ongoing client relationships, and strong collaboration with operations and investment teams under a partner-led structure.