Wealth Advisor - Hightower Texas

Colonial Group; Houston (TX); Hybrid; USD 105,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Hybrid work schedule

Job summary

Hightower in Houston is seeking a Wealth Advisor to work with experienced advisors to serve high-net-worth individuals, families, executives, and business owners. You will help deliver personalized wealth management solutions, participate in financial planning, and support client relationships.

Ideal candidates have a Finance-related degree, 5+ years in wealth management, CFP in progress or completed, and fluency with planning and CRM tools.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 5+ years in wealth management, financial planning, or related advisory experience; portable book a plus.
• CFP designation completed, in progress, or willingness to pursue.
• Knowledge of financial planning concepts, investment management, and retirement planning.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication with a client-service mindset.
• Experience with financial planning and CRM tools such as eMoney, MoneyGuidePro, Salesforce.
• FINRA Series 7 & 66 license or ability to obtain within 6 months.

Responsibilities

• Assist Lead Wealth Advisors in client relationships and wealth management services.
• Prepare financial plans, retirement projections, cash flow analyses, and estate summaries.
• Participate in client meetings: agendas, documentation, notes, and follow-up.
• Analyze client data and provide recommendations on investment and retirement strategies.
• Monitor portfolios and assist with reviews, rebalancing, and implementation.

Skills

Analytical

Communication

Client service mindset

Problem solving

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

eMoney

MoneyGuidePro

Salesforce

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

We believe exceptional wealth management starts with meaningful relationships. As a Wealth Advisor, you will work closely with experienced advisors to support high-net-worth individuals, families, executives, business owners, and other clients in achieving their financial goals.

In this role, you will gain hands-on experience in financial planning, investment management, client relationship development, and wealth management strategy. You will collaborate with advisors and client service professionals to deliver a personalized client experience while developing the skills needed to advance into a Wealth Advisor, Executive Director role.

This position is ideal for an individual who is passionate about wealth management, enjoys working directly with clients, and is seeking a clear path for professional growth within a collaborative and entrepreneurial firm. Through mentorship, ongoing development, and increasing levels of responsibility, you will have the opportunity to build the expertise necessary for long-term success as a trusted advisor.

What You'll Do

The Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support.

• Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services
• Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software
• Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items
• Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies
• Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations
• Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs
• Respond to client inquiries and service requests
• Maintain accurate client records and ensure compliance with regulatory and firm requirements
• Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities
• Stay current on financial planning concepts, investment strategies, and industry developments

What You'll Bring

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 5+ years of experience in wealth management, financial planning, investment advisory, or financial service; portable book of business would be a plus
• CFP designation completed, in progress, or willingness to pursue
• Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies
• Strong analytical and problem solving skills with the ability to interpret complex financial information
• Excellent verbal and written communication skills with a client service mindset
• Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms
• FINRA Series 7& 66 license or ability to obtain within 6 months

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 per week
• Base salary of $105,000-$125,000 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.