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 plan

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors in California is seeking an experienced Wealth Advisor to grow and manage a book of clients. You will build lasting relationships, craft customized financial plans, and conduct in-person portfolio reviews to help clients achieve their financial goals.

Reporting to the Managing Director, you will collaborate with referral partners, prepare investment proposals, and support business development while ensuring compliance with regulatory requirements.

Qualifications

• 5+ years of experience as a licensed financial services professional.
• Bachelor's degree required.
• CFP certification or ability to attain certification within 12 months.

Responsibilities

• Maintain and expand existing client relationships, leading onboarding for new relationships.
• Develop and implement customized financial plans.
• Conduct in-person portfolio and planning reviews.
• Prepare investment proposals.
• Collaborate with referral partners.
• Support business development efforts.
• Follow and have knowledge of regulatory requirements.

Skills

Communication skills

Client relationship management

Analytical skills

Regulatory compliance

Financial planning knowledge

Education

Bachelor's degree

CFP certification or plan to attain within 12 months

Job description

Hightower Advisors in California is seeking an experienced Wealth Advisor to grow and manage a book of clients. You will build lasting relationships, craft customized financial plans, and conduct in-person portfolio reviews to help clients achieve their financial goals.

Reporting to the Managing Director, you will collaborate with referral partners, prepare investment proposals, and support business development while ensuring compliance with regulatory requirements.