Wealth Advisory Analyst - Vigilant Wealth Management

Colonial Group; Portsmouth (NH); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Base salary

Bonus plan

Health insurance

HSA

FSA

401(k)

Life insurance

Disability insurance

PTO

Mentorship

Job summary

Vigilant Wealth Management, a Hightower advisory practice, is hiring an early-career Wealth Advisory Analyst to join our Portland, ME or Portsmouth, NH team. This hybrid role targets recent graduates pursuing a long-term career in wealth management with emphasis on planning and client relationships.

You will learn from seasoned Wealth Advisors, contribute to wealth plans, and support onboarding, meetings, and client service workflows across custodians like Schwab and Fidelity.

Qualifications

• Bachelor's degree in finance, economics, business, accounting, or related field
• Clear written and verbal communication
• Interest in wealth management or client advisory work
• Ability to handle confidential client information with discretion

Responsibilities

• Assist Wealth Advisors with client meetings, materials, and planning documents
• Support onboarding and account-opening tasks with custodians
• Help maintain client files and ensure data accuracy across platforms
• Coordinate meeting preparation, scheduling, and follow-up for advisors
• Support CRM, planning tools, and compliance processes
• Engage with CPAs, estate attorneys, and other centers of influence

Skills

Bachelor's degree

Communication

Wealth management

Professional judgment

Tech savvy

Team player

Education

Bachelor's degree in finance/economics/business

Tools

Salesforce

Tamarac

Schwab

Fidelity

WebEx

Planning software

Job description

Your Future Team

Vigilant Wealth Management, a Hightower advisory practice with approximately $3.8 billion in assets under management as of June, 2026, is hiring an early-career Wealth Advisory Analyst to join our Portland, ME or Portsmouth, NH team. This role is designed for a recent college graduate who wants to build a long-term career in wealth management and client advisory work with a focus on financial planning and relationship building.

You will work directly with experienced Wealth Advisors and Client Relationship Associates, learn how high-net-worth families are advised, support client planning and service work, and build the technical and professional foundation needed to grow into a broader advisory role over time.

This is a hybrid position based in either our Portland, ME or Portsmouth, NH office, with work-from-home flexibility and occasional travel between offices for team meetings, training, or client-related work. You will report to the Principal.

Why This Role

You will be a fit for this role if you are a recent graduate who is intellectually curious, detail-oriented, service-minded, and interested in building a long-term career in wealth management. You do not need prior experience with every system or process listed below. We are looking for strong judgment, professionalism, follow-through, communication skills, and a willingness to learn.

What You'll Learn

• How high-net-worth individuals and families are served by an independent-minded wealth advisory practice
• How wealth planning, investment portfolios, tax considerations, estate planning, and client goals come together in an advisory relationship
• How advisors prepare for client, prospect, and center-of-influence meetings
• How account onboarding, transfers, money movements, gifting, custodian workflows, and account maintenance operate
• How advisors build trust, retain clients, and grow long-term relationships
• How to use industry platforms, including CRM, custodial, and planning tools
• How compliance, documentation, confidentiality, and data integrity shape the advisory process

What You'll Do

• Support Wealth Advisors and their books of business by helping prepare for client, prospect, and center-of-influence meetings
• Help create and update client wealth plans, meeting materials, presentations, and required paperwork
• Support inbound wealth planning tasks and participate in the Wealth Advisory Committee and Sales Committee
• Help onboard new clients by preparing account-opening documents and coordinating with clients, advisors, and custodians for an accurate and efficient onboarding process
• Learn the operational foundation of wealth management by working with custodial platforms such as Schwab and Fidelity to support account openings, money movements, gifting, transfers of assets, and account maintenance
• Maintain internal client files and help ensure client data is current, accurate, and consistent across technology platforms
• Work with related professional advisors, including CPAs, estate attorneys, insurance agents, and other centers of influence
• Help coordinate advisor and client workflows, including meeting preparation, scheduling, follow-up tracking, and ensuring advisors have the information needed to deliver a positive client experience
• Support client retention by helping track client service standards and prompting follow-up
• Monitor publications and public information to identify prospective clients, client-relevant developments, and potential marketing or networking opportunities
• Begin developing professional networking skills and learn how advisors build long-term relationships with clients, prospects, and centers of influence
• Understand and follow our compliance, confidentiality, and client-service responsibilities

What You'll Bring

Required qualifications:

• Bachelor's degree in finance, economics, business, accounting, or a related field
• Clear written and verbal communication skills
• Interest in wealth management, financial planning, investments, or client advisory work
• Professional judgment and discretion with confidential client information
• Comfort learning new technology platforms and workflows
• Work collaboratively in a team-oriented environment

Helpful, but not required:

• Internship, coursework, or student-organization experience related to finance, investments, accounting, economics, client service, sales, or business development
• Familiarity with Microsoft Office, especially Excel and PowerPoint
• Exposure to CRM systems, Salesforce, Tamarac, Schwab, Fidelity, WebEx, or financial planning software
• Presentation experience through coursework, internships, athletics, clubs, or prior work experience

Career Path and Development

This role is intended to be a launch point into wealth management. Over time, you may develop toward more senior independent wealth advisory positions. You will receive hands‑on training in client service, financial planning workflows, custodial platforms, CRM systems, compliance, advisor preparation, and professional communication.

You will gain exposure to the full client-service lifecycle and learn how a high-performing advisory team serves clients, manages relationships, and grows the business over ti

What We Offer

• Great office locations in downtown Portsmouth and Portland
• Annual base salary of $50,000-$65,000 plus bonus plan
• Excellent benefits, including health, dental, and vision insurance
• HSA and FSA options
• 401(k)
• Employer-paid life and disability insurance
• Generous PTO plan
• Bi-annual company events
• Mentorship from experienced advisors and client-service professionals
• Exposure to client meetings and advisory work early in your career
• Training on wealth management platforms and workflows
• Supportive team environment with a clear path for professional growth

Hightower's Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on 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.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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