Wealth Advisor - Hybrid Schedule for HNW Clients

HighTower Advisors

Oak Brook (IL)

Hybrid

USD 90,000 - 120,000

Full time

9 days ago

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Benefits offered by this job

Medical, dental, vision insurance

Parental leave

401(k) match

HSA contributions

Student loan assistance

Pet insurance

Hybrid work (3 days onsite, 2 remote)

Job summary

Hightower is seeking a Wealth Advisor to serve high-net-worth clients, lead comprehensive financial plans, and deliver tailored wealth management solutions. You’ll work with an experienced team and meet clients from our Chicago or Oak Brook offices, with travel as needed.

The ideal candidate has 5+ years in wealth management, a finance degree, and relevant designations (CFP/CFA/CPA). Strong relationship-building and communication skills are essential, plus proficiency with planning software and

Qualifications

Bachelor's degree in Finance, Business, Economics, 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 defined timeframe.

Responsibilities

Lead client relationships and deliver holistic financial guidance.
Develop and present comprehensive financial plans across retirement, investments, tax, and estate planning.
Manage client meetings and provide tailored wealth management strategies.
Coordinate with professionals to implement integrated planning.
Identify opportunities to deepen client relationships and generate new business.
Ensure compliance with firm policies and regulatory standards.
Mentor junior advisors and support staff to deliver excellent client service.