Senior Wealth Advisor - Holistic Planning & Client Growth

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

Benefits offered by this job

Medical, dental, vision insurance (day

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid schedule

Job summary

Hightower is seeking a Wealth Advisor to serve high-net-worth clients, lead relationships, and deliver holistic financial planning. You’ll work with an experienced team to develop strategies across retirement, taxes, estate planning, and investments.

Join a collaborative practice with travel between Chicago and Oak Brook offices. Expect a strong focus on client outcomes, advice quality, and growth through networking and referrals.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Accounting, or a related field.
• 5+ years of experience in wealth management, financial planning, investment advisory, or financial services.
• CFP®, CFA®, CPA, or other relevant professional designations.
• Demonstrated experience growing client relationships.
• Knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management concepts.
• Experience developing comprehensive financial planning recommendations and communicating them.
• Excellent interpersonal, presentation, and relationship management skills.
• Strong business development and networking skills with a client first mindset.
• Proficiency with financial planning software, CRM systems, and Microsoft Office Suite.
• FINRA Series 65 license or equivalent registration required, or ability to obtain within defined timeframe.

Responsibilities

• Build trusted relationships with high-net-worth individuals, families, executives, and business owners.
• 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.
• Manage client investment portfolios, making recommendations based on goals, risk tolerance, and market conditions.
• Coordinate with attorneys, accountants, and other advisors to implement integrated planning strategies.
• Identify opportunities to deepen existing client relationships through additional planning and advisory services.
• Create new business through referrals, networking, centers of influence, and prospect meetings.
• Stay informed on industry trends, market developments, and regulatory requirements.
• Ensure all client activities comply with firm policies and regulatory standards.
• Mentor and collaborate with Associate Wealth Advisors and support team members.

Skills

Relationship management

Business development

Communication

Presentation skills

Networking

Education

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

CFP/CFA/CPA or other designations

FINRA Series 65 license or equivalent

Tools

Financial planning software

CRM systems

Microsoft Office Suite

Job description

Hightower is seeking a Wealth Advisor to serve high-net-worth clients, lead relationships, and deliver holistic financial planning. You’ll work with an experienced team to develop strategies across retirement, taxes, estate planning, and investments.

Join a collaborative practice with travel between Chicago and Oak Brook offices. Expect a strong focus on client outcomes, advice quality, and growth through networking and referrals.