Senior Wealth Advisor: Holistic Planning & Growth

HighTower Advisors, LLC; Valparaiso (IN); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Hybrid schedule: 4 days in-office, 1日-

Job summary

HighTower Advisors, LLC is hiring a Wealth Advisor to partner with high-net-worth clients and lead comprehensive financial planning. You will manage client relationships, present tailored strategies, and collaborate with lawyers, accountants, and other advisors to deliver integrated wealth solutions.

You will drive business development through referrals and networking, mentor junior advisors, and ensure all activities comply with firm policies and regulatory standards.

Qualifications

• Bachelor's degree in finance, business, economics, accounting or related field.
• CFP®, CFA®, CPA or other relevant professional designation preferred.
• Demonstrated experience growing client relationships and managing wealth-advisor services.

Responsibilities

• Serve as the primary relationship manager for clients and deliver holistic financial guidance.
• Lead client meetings and present tailored wealth management strategies.
• Coordinate with attorneys, accountants, and other advisors to implement plans.
• Develop comprehensive financial plans covering retirement, tax, estate, risk, and cash flow.
• Identify opportunities to deepen relationships and generate new business through referrals and networking.
• Mentor Associate Wealth Advisors and support teams to enhance client experience.
• Stay informed on industry trends, market developments and regulatory requirements.

Skills

Relationship management

Financial planning

Investment advisory

Interpersonal skills

Business development

Networking

Education

Bachelor's degree (finance/business/economics/accounting)

Designations: CFP CFA CPA or similar

Tools

CRM software

Microsoft Office Suite

Financial planning software

Job description

HighTower Advisors, LLC is hiring a Wealth Advisor to partner with high-net-worth clients and lead comprehensive financial planning. You will manage client relationships, present tailored strategies, and collaborate with lawyers, accountants, and other advisors to deliver integrated wealth solutions.

You will drive business development through referrals and networking, mentor junior advisors, and ensure all activities comply with firm policies and regulatory standards.