Wealth Advisor | High-Net-Worth Relationships & Planning

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

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.