Senior Wealth Advisor — Hybrid, HNW Growth

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

Benefits offered by this job

Medical, dental, and vision coverage

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

In-office four days a week + 1 day WFH

Base salary $90,000-$120,000 + bonus

Job summary

Hightower Advisors is seeking a Wealth Advisor to serve as the primary relationship manager for high-net-worth clients, delivering holistic financial guidance and tailored wealth management strategies.

You will lead client meetings, present comprehensive plans, and coordinate with attorneys and accountants to implement integrated strategies that align with client goals and risk tolerance.

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 a defined timeframe.

Responsibilities

• Serve as primary relationship manager for high-net-worth clients, delivering holistic financial guidance.
• Develop and present comprehensive financial plans covering retirement, investments, taxes, and estate planning.
• Lead client meetings and present tailored wealth management strategies.
• Manage client portfolios and adjust recommendations based on goals and risk tolerance.
• Coordinate with attorneys, accountants, and other advisers to implement integrated plans.
• Identify opportunities to deepen client relationships and generate new business via referrals.
• Mentor junior advisors and collaborate with support team to deliver superior client experience.

Skills

Relationship management

Financial planning

Business development

Presentation

CRM proficiency

Regulatory knowledge

Microsoft Office

Education

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

CFP, CFA, CPA or related designations

FINRA Series 65 license or equivalent

Tools

CRM systems

Microsoft Office Suite

Job description

Hightower Advisors is seeking a Wealth Advisor to serve as the primary relationship manager for high-net-worth clients, delivering holistic financial guidance and tailored wealth management strategies.

You will lead client meetings, present comprehensive plans, and coordinate with attorneys and accountants to implement integrated strategies that align with client goals and risk tolerance.