Wealth Advisor - Hightower Signature Wealth

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

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team

As a Wealth Advisor, you will be a trusted partner to high-net-worth individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Working collaboratively with an experienced team of advisors and client service professionals, you will lead client relationships, deliver comprehensive financial planning, and provide customized wealth management solutions. You will report to senior leadership and contributes to client retention, business development, and the growth of the practice.

Ability to work from either our Chicago or Oak Brook office and travel between locations as needed to support client meetings.

What You'll Do

The Wealth Advisor serves as the primary relationship manager for clients, providing holistic financial guidance and delivering exceptional client experience.

• Build trusted relationships with high-net-worth individuals, families, executives, and business owners
• Develop and deliver comprehensive financial plans covering retirement, investment, tax, estate, risk management, and cash flow planning
• Lead client meetings and present tailored wealth management strategies aligned with client goals
• Manage client investment portfolios, making recommendations based on investment goals, risk tolerance, and market conditions
• Coordinate with attorneys, accountants, and other professional advisors to implement integrated planning strategies
• Identify opportunities to deepen existing client relationships through additional planning and advisory services
• Create new business through referrals, networking, centers of influence, and prospect meetings
• Stay informed on industry trends, market developments, and regulatory requirements helping clients
• Ensure all client activities and recommendations comply with firm policies and regulatory standards
• Mentor and collaborate with Associate Wealth Advisors and support team members to deliver outstanding client experience

What You'll Bring

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• 5+ years of experience in wealth management, financial planning, investment advisory, or financial services
• CFP®, CFA®, CPA, or other relevant professional designations
• Demonstrated experience growing client relationships
• Knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management concepts
• Experience developing comprehensive financial planning recommendations and communicating them
• Excellent interpersonal, presentation, and relationship management skills
• Strong business development and networking skills with a client first mindset
• Proficiency with financial planning software, CRM systems, and Microsoft Office Suite
• FINRA Series 65 license or equivalent registration required, or ability to obtain within a defined timeframe

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• In-office three days a week and work from home two days a week
• Base salary of $90,000-$120,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.