Wealth Advisor: Client Growth & Custom Financial Planning

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

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave

PTO

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors, LLC is seeking an experienced Wealth Advisor to thrive as a relationship-builder and guide clients through comprehensive financial planning in a fast-paced environment. You will manage client relationships, develop tailored strategies, and present investment proposals for a high-net-worth clientele.

The role reports to the Managing Director and requires strong communication, planning, and regulatory knowledge, with on-site availability in the San Ramon area.

Qualifications

• 5+ years of experience as a licensed financial services professional.
• Bachelor's degree required.
• Clean U4 Compliance Record.
• 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.
• Demonstrate analytical skills; Team-oriented to support a growing advisory practice.
• Experience with eMoney, Salesforce, and Tamarac.
• Securities representative licenses (Series 65 or 66) - FINRA.
• Must be accepted into SAN (Schwab Advisor Network) through background check.

Responsibilities

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

Skills

Relationship building

Client onboarding

Financial planning

Regulatory compliance

Tax planning

Education

Bachelor's degree

Tools

eMoney

Salesforce

Tamarac

Job description

Hightower Advisors, LLC is seeking an experienced Wealth Advisor to thrive as a relationship-builder and guide clients through comprehensive financial planning in a fast-paced environment. You will manage client relationships, develop tailored strategies, and present investment proposals for a high-net-worth clientele.

The role reports to the Managing Director and requires strong communication, planning, and regulatory knowledge, with on-site availability in the San Ramon area.