Associate Wealth Advisor - Hightower Signature Wealth

Hightower • Tampa, FL

5d • Onsite

About The Position

The Associate Wealth Advisor works closely with experienced advisors to support high-net-worth individuals, families, executives, and business owners with personalized wealth management services. The role combines financial planning, investment analysis, client relationship management, and operational support while helping deliver a high-touch client experience.

The position offers mentorship, hands-on experience, professional development, and increasing responsibility, with opportunities to build client relationships and progress into a Wealth Advisor role. The Associate collaborates with advisors, client service professionals, custodians, attorneys, accountants, and other professional partners. The role is based in-office five days a week.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• At least 2 years of experience in wealth management, financial planning, investment advisory, or financial services.
• CFP designation completed, in progress, or willingness to pursue.
• Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies.
• Strong analytical and problem-solving skills, including the ability to interpret complex financial information.
• Excellent verbal and written communication skills and a client service mindset.
• Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms.
• FINRA Series 7 and 66 licenses, or Series 65 license, or ability to obtain the required license within 6 months.
• U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization; sponsorship must not be required now or in the future.

Responsibilities

• Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services.
• Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm-approved planning software.
• Prepare for client meetings by developing agendas, gathering documentation, taking notes, and assisting with follow-up items.
• Analyze client financial data and provide recommendations supporting investment, retirement, tax, and estate planning strategies.
• Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations.
• Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs.
• Respond to client inquiries and service requests.
• Maintain accurate client records and ensure compliance with regulatory and firm requirements.
• Support business development through prospect meeting preparation, presentation materials, and follow-up activities.
• Stay current on financial planning concepts, investment strategies, and industry developments.

Benefits

• Medical, dental, and vision insurance coverage beginning on the first day of employment.
• Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
• 401(k) matching plan.
• Employer HSA contributions.
• Student loan assistance.
• Pet insurance.
• Mentorship, hands-on experience, and professional development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level