Wealth Advisor- 6 Meridian

Hightower Advisors; Wichita (KS); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Parental leave 16 weeks

401k with employer match

HSA contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors in Wichita is seeking a client-focused wealth professional to serve the $1M–$5M client segment, delivering integrated investment guidance and holistic financial planning.

You will lead client meetings, prepare agendas and materials, coordinate with paraplanning and operations, and collaborate with senior advisors to deepen relationships and ensure a high-touch, compliant advisory experience for high-net-worth clients.

Qualifications

• Bachelor's degree in business, finance or related field.
• 3–5 years of meaningful client-facing experience in wealth management or paraplanning.
• CFP designation or progress toward completion preferred.
• Active Series 7 and Series 66 licenses.
• Strong financial planning expertise with ability to translate complexity into client guidance.
• Service oriented mindset with a focus on high-quality client experience.

Responsibilities

• Serve as lead and co-lead advisor supporting client relationships in the $1M–$5M segment.
• Deliver integrated investment and financial planning recommendations.
• Build strong client relationships through proactive communication and high-touch service.
• Develop and maintain financial plans using PFM tools and asset allocation guidance.
• Coordinate client meeting preparation, agendas, materials, and follow-ups.
• Collaborate with paraplanning and operations teams to deliver a seamless experience.
• Identify opportunities to deepen client relationships and support retention and growth.

Skills

Client relationship management

Financial planning

Communication skills

Team collaboration

Professionalism

Education

Bachelor's degree in business/finance/financial planning or related field

CFP designation or progress toward completion

Active Series 7 and Series 66 licenses

Job description

Your Future Team

6 Meridian is a Wichita based registered investment firm founded in 2016. Through our 2021 partnership with Hightower, we have gained enhanced resources to support continued growth, talent development, and operational excellence. Our team of 35 professionals serves over 800 households and manages approximately 5 billion in assets under custody as of December 2025.

Your Future Team

6 Meridian is a Wichita based registered investment firm founded in 2016. Through our 2021 partnership with Hightower, we have gained enhanced resources to support continued growth, talent development, and operational excellence. Our team of 35 professionals serves over 800 households and manages approximately 5 billion in assets under custody as of December 2025.

We deliver sophisticated investment management and integrated wealth advisory services to high-net-worth individuals and institutions. Our mission is to improve the financial lives of our clients through advanced investment strategies, comprehensive planning, and exceptional relationship management.

As part of our continued growth, we are addressing a capacity gap across client relationships in the 1 million to 5 million range. This role is critical to ensure these clients receive dedicated advisory support while positioning relationships for long term continuity and transition.

What You’ll Do

Client Relationship Management

• Serve as both lead and co-lead advisor supporting client relationships in the $1M–$5M segment
• Deliver integrated investment and financial planning recommendations
• Build strong client relationships through proactive communication and high touch service

Financial Planning & Investment Support

• Develop and maintain financial plans using eMoney
• Support portfolio oversight, asset allocation, and implementation of investment strategies
• Partner with senior advisors on complex planning and investment decisions

Client Experience

• Coordinate client meeting preparation, including agendas, materials, and follow-ups
• Ensure timely execution of client requests, account maintenance, and CRM documentation
• Collaborate with paraplanning and operations teams to deliver a seamless experience

Relationship Growth

• Identify opportunities to deepen client relationships
• Contribute to team-based client retention and growth efforts

What You’ll Bring

• Bachelor’s degree in business, finance, financial planning, or a related field
• 3-5 years of meaningful client facing experience in wealth management, advisory, or paraplanning roles
• CFP designation or active progress toward completion strongly preferred
• Active Series 7 and Series 66 licenses or equivalent
• Strong financial planning expertise with the ability to translate complexity into clear client guidance
• Service oriented mindset with a passion for delivering a high-quality client experience
• Demonstrated ability to collaborate effectively within a team environment
• Excellent communication, presentation, and organizational skills
• High level of professionalism, integrity, and client first orientation

What We Offer

• Medical, dental, and vision insurance effective day one
• Paid parental leave 16 weeks for primary caregiver and 8 weeks for secondary caregiver
• 401k with employer match
• HSA employer contributions
• Student loan assistance
• Pet insurance

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm providing investment, financial, and retirement planning services to individuals, foundations, family offices, and corporations. With a national presence and headquarters in Chicago, Hightower supports independent advisors with capital solutions, operational infrastructure, and a collaborative community enabling them to grow their businesses and help clients achieve their financial vision.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.