Wealth Advisor - Relationship-Driven Financial Planning

Hightower Advisors; 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 contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors seeks an experienced Wealth Advisor who excels at building client relationships and delivering tailored financial plans. You will manage a diverse book of clients, perform reviews, and propose investment strategies while navigating regulatory requirements.

You will report to the Managing Director and collaborate with referral partners to grow the practice. Qualifications include 5+ years in wealth management, a Bachelor's degree, CFP or pursuing it, and FINRA Series 65/66

Qualifications

• 5+ years of experience as a licensed financial services professional
• Clean U4 Compliance Record
• CFP certification or 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 skills
• Team-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

Responsibilities

• 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

Skills

Client relationship management

Communication skills

Analytical skills

Teamwork

Regulatory knowledge

Education

Bachelor's degree

CFP certification

Tools

eMoney

Salesforce

Tamarac

Series 65/66 licenses

Job description

Hightower Advisors seeks an experienced Wealth Advisor who excels at building client relationships and delivering tailored financial plans. You will manage a diverse book of clients, perform reviews, and propose investment strategies while navigating regulatory requirements.

You will report to the Managing Director and collaborate with referral partners to grow the practice. Qualifications include 5+ years in wealth management, a Bachelor's degree, CFP or pursuing it, and FINRA Series 65/66