Associate Wealth Advisor - Hightower Signature Wealth

Hightower Advisors • Tampa, FL

4d • Onsite

About The Position

Hightower Signature Wealth combines the resources and capabilities of Hightower with the entrepreneurial culture of an independent wealth management firm. The Associate Wealth Advisor works closely with experienced advisors to support high-net-worth individuals, families, executives, and business owners with their financial goals. The role provides hands-on experience across financial planning, investment management, client relationship development, and wealth management strategy, while collaborating with advisors and client service professionals to deliver a personalized client experience.

The position offers mentorship, professional development, and increasing levels of responsibility, with a path to develop client relationships and progress into a Wealth Advisor role. It is suited to someone passionate about wealth management, interested in working directly with clients, and seeking long-term career growth in a collaborative, entrepreneurial firm.

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.
• 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 with 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, Series 65 license, or ability to obtain the required license within 6 months.
• Unrestricted U.S. work authorization without a need for current or future sponsorship.

Nice To Haves

• CFP designation completed, in progress, or willingness to pursue.

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.
• Participate in client meetings by preparing 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 efforts through prospect meeting preparation, presentation materials, and follow-up activities.
• Stay current on financial planning concepts, investment strategies, and industry developments.

Benefits

• Medical insurance coverage beginning on the first day of employment.
• Dental insurance coverage beginning on the first day of employment.
• 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.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

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