Wealth Advisor - Hightower Signature Wealth, Valparaiso

Hightower Advisors; Valparaiso (IN); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

In-office four days a week + 1 day WFH

Base salary $90,000-$120,000 + bonus

Job summary

Hightower Advisors is seeking a Wealth Advisor to serve as the primary relationship manager for high-net-worth clients, delivering holistic financial guidance and tailored wealth management strategies.

You will lead client meetings, present comprehensive plans, and coordinate with attorneys and accountants to implement integrated strategies that align with client goals and risk tolerance.

Qualifications

• 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.

Responsibilities

• Serve as primary relationship manager for high-net-worth clients, delivering holistic financial guidance.
• Develop and present comprehensive financial plans covering retirement, investments, taxes, and estate planning.
• Lead client meetings and present tailored wealth management strategies.
• Manage client portfolios and adjust recommendations based on goals and risk tolerance.
• Coordinate with attorneys, accountants, and other advisers to implement integrated plans.
• Identify opportunities to deepen client relationships and generate new business via referrals.
• Mentor junior advisors and collaborate with support team to deliver superior client experience.

Skills

Relationship management

Financial planning

Business development

Presentation

CRM proficiency

Regulatory knowledge

Microsoft Office

Education

Bachelor's degree in Finance/Business/Economics/Accounting

CFP, CFA, CPA or related designations

FINRA Series 65 license or equivalent

Tools

CRM systems

Microsoft 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.

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 four days a week and work from home one day 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.