Wealth Advisor: Client-Focused Financial Planning Pro

Zensurance; San Ramon (CA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Annual base salary $100,000-$120,000

Medical, dental, and vision insurance

Paid parental leave

PTO

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors, LLC is a wealth management firm based in Chicago with nationwide advisors. We are seeking an experienced Wealth Advisor who excels at building client relationships, communicating clearly, and delivering tailored financial plans.

In this role, you will manage a book of clients, conduct in-person reviews, prepare investment proposals, collaborate with referral partners, and ensure regulatory compliance. A CFP designation or progression toward it within 12 months is preferred.

Qualifications

• 5+ years of experience as a licensed financial services professional.
• Bachelor's degree required.
• CFP certification or the ability to attain certification within 12 months.
• Excellent quantitative, verbal, and written communication skills.
• Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning.

Responsibilities

• Maintain and expand existing client relationships, leading a first-class onboarding experience for new client relationships
• Develop and implement customized financial plans
• Conduct in-person portfolio and planning reviews
• Prepare investment proposals
• Collaborate with our referral partners
• Support our business development efforts
• Follow and have knowledge of regulatory requirements

Skills

Communication skills

Relationship management

Client onboarding

Problem solving

Team-oriented

Education

Bachelor's degree

CFP certification or plan to attain within 12 months

Tools

eMoney

Salesforce

Tamarac

Series 65/66 licenses

Job description

Hightower Advisors, LLC is a wealth management firm based in Chicago with nationwide advisors. We are seeking an experienced Wealth Advisor who excels at building client relationships, communicating clearly, and delivering tailored financial plans.

In this role, you will manage a book of clients, conduct in-person reviews, prepare investment proposals, collaborate with referral partners, and ensure regulatory compliance. A CFP designation or progression toward it within 12 months is preferred.