Associate Wealth Advisor - Hightower Signature Wealth

Hightower Advisors • San Ramon, CA

21h • Hybrid

About The Position

Hightower is a wealth management firm founded in 2008, providing investment, financial, and retirement planning services to individuals, foundations, and family offices. They also offer 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support, size, and scale empower independent wealth advisors to grow their businesses and help clients achieve their financial goals. Based in Chicago with advisors across the U.S., Hightower operates as a registered investment advisor (RIA). The Associate Wealth Advisor role is for a relationship builder with strong communication skills and a problem-solving mindset, who thrives in a fast-paced, evolving organization. The ideal candidate is self-motivated, a proactive learner, performs well under variable workloads, and is passionate about positively impacting clients' lives. This role reports to the Senior Wealth Advisor.

Requirements

• 3 or more years of experience in investment management business
• CFP® certification or on track to obtain certification
• Securities representative licenses, Series 65 or 66
• Introductory knowledge of different financial planning and investment concepts
• Demonstrated analytical and problem-solving skills
• Able to handle multiple undertakings at once, ranging from analytical to relational tasks
• Team-oriented to support a growing advisory practice
• Introductory understanding of financial planning concepts, advisory operations, and client paperwork
• Education or work experience in the wealth management field
• Strong professional communication and interpersonal skills
• Self-motivated to manage a variety of tasks and solve problems with little oversight
• 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.

Nice To Haves

• Experience with eMoney, Salesforce, and Tamarac a plus

Responsibilities

• Onboard new clients
• Help with preparation for and follow-up from client reviews
• Respond to client service requests
• Prepare investment proposals
• Support multiple roles across the practice – advisory, financial planning, operations, and relationship management – through a variety of tasks
• Follow and have knowledge of regulatory requirements

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Paid parental leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
• 401k Matching plan
• HSA Employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed