Wealth Advisor: Build Bespoke Plans for HNW Clients

Hightower Advisors; Oak Brook (IL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance on day one

Paid parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid in-office/work-from-home

Salary with discretionary bonus

Job summary

Hightower Advisors in the Chicago area seeks a Wealth Advisor to manage relationships with high-net-worth clients, delivering holistic financial planning and tailored wealth-management solutions. You will lead client meetings, collaborate with specialists, and drive client retention and growth across the Oak Brook/Chicago office.

Requirements include a Bachelor's in Finance/Business/Economics/Accounting, 5+ years in wealth management, and professional designations (CFP, CFA, CPA) or equivalents;

Qualifications

• Bachelor's degree in Finance, Business, Economics, Accounting, or related field.
• 5+ years in wealth management, financial planning, investment advisory, or financial services.
• CFP®, CFA®, CPA, or other relevant designations; FINRA Series 65 or equivalent.

Responsibilities

• Manage relationships with high-net-worth individuals and families, delivering holistic financial guidance.
• Lead client meetings and present tailored wealth management strategies.
• Coordinate with attorneys, accountants, and other advisors to implement integrated plans.
• Drive client retention, business development, and growth of the practice.

Skills

Client relationship management

Business development

Communication skills

Financial planning knowledge

Networking

Education

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

Tools

Financial planning software

CRM systems

MS Office Suite

Job description

Hightower Advisors in the Chicago area seeks a Wealth Advisor to manage relationships with high-net-worth clients, delivering holistic financial planning and tailored wealth-management solutions. You will lead client meetings, collaborate with specialists, and drive client retention and growth across the Oak Brook/Chicago office.

Requirements include a Bachelor's in Finance/Business/Economics/Accounting, 5+ years in wealth management, and professional designations (CFP, CFA, CPA) or equivalents;