Wealth Advisor - Hightower Signature Wealth

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

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).

The Role

We are looking for an experienced Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, adept at managing client relationships, perform at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Managing Director. #LI-Onsite

What You'll Do

• 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

What You'll Bring

You have strong professional communication and interpersonal skills. You can motivate yourself to manage a book of clients and provide an impeccable experience.

You will have experience and attributes in the following areas:

• Building immediate relationships with personnel and clients
• Strong EQ and ability to connect with clients on a deeper level to discover their true motivations and priorities
• Experience with financial planning concepts; experience delivering applicable advice and partnering with clients in implementing a financial plan
• Experience creating client relationships - through high retention rate, increased wallet share capture, and receiving referrals

Required Experience

• 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-can provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client)
• Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning
• Demonstrate analytical skillsTeam-oriented individual to support a growing advisory practice
• Experience with eMoney, Salesforce, and Tamarac
• Securities representative licenses (Series 65 or 66) - FINRA
• You will be required to be accepted into the SAN (Schwab Advisor Network) through successful background check

What We Offer

• Annual base salary of $100,000-$120,000 based on qualifications and experience
• 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)
• PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based on 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.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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.