Wealth Advisor: Growth, Mentorship & Client Impact

Hightower Advisors; Houston (TX); Hybrid; USD 105,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

In-office four days, remote one day

Job summary

Hightower Advisors is seeking a Wealth Advisor-level professional to support experienced advisors in delivering comprehensive wealth management services. You will work with high-net-worth clients to craft financial plans, projections and estate strategies, while engaging with a collaborative team to grow the business.

The role emphasizes client relationships, planning software expertise, and ongoing professional development toward a leadership path within a dynamic firm.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• CFP designation completed, in progress, or willingness to pursue.
• Working knowledge of financial planning concepts and retirement planning strategies.
• Strong analytical and problem solving skills with the ability to interpret complex financial information.
• Experience with planning software such as eMoney, MoneyGuidePro or Salesforce.

Responsibilities

• Assist Lead Wealth Advisors in managing client relationships and delivering wealth management services.
• Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries.
• Participate in client meetings by preparing agendas and taking notes.
• Analyze client financial data and provide investment, retirement, tax, and estate planning recommendations.
• Monitor client portfolios and assist with reviews, rebalancing, and implementation.

Skills

Client relationship management

Analytical thinking

Communication skills

Financial planning knowledge

CRM software experience

Education

Bachelor's degree in Finance or related field

CFP designation completed/in progress

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Hightower Advisors is seeking a Wealth Advisor-level professional to support experienced advisors in delivering comprehensive wealth management services. You will work with high-net-worth clients to craft financial plans, projections and estate strategies, while engaging with a collaborative team to grow the business.

The role emphasizes client relationships, planning software expertise, and ongoing professional development toward a leadership path within a dynamic firm.