Associate Wealth Advisor - Hightower Signature Wealth

Hightower • Downers Grove, IL

82d • $75,000 - $95,000 • Hybrid

About The Position

The Associate Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support. This role offers significant exposure to all aspects of financial planning and is ideal for a professional seeking to grow into a lead advisory position.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 2 or more 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 with 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
• You are a U.S. citizen, U.S. permanent resident or possess 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

• CFP® designation completed, in progress, or willingness to pursue
• FINRA Series 65 license, Series 6, or Series 7 or ability to obtain within a specified timeframe preferred

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 to support 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

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

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