Associate Wealth Advisor - Hightower Signature Wealth

Hightower • Downers Grove, IL

28d • $95,000 - $105,000 • Hybrid

About The Position

Hightower Signature Wealth is seeking an Associate Wealth Advisor to join a collaborative and client-focused wealth management team. This role is designed for individuals aspiring to become Lead Wealth Advisors, with a structured path toward greater client responsibility and long-term career growth. The Associate Wealth Advisor will support client relationships, prepare financial planning analyses, and help execute investment and wealth management strategies. The role also involves active participation in business development, prospect engagement, and relationship building.

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.
• 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 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.
• Demonstrated interest in developing a career as a Wealth Advisor and managing client relationships.
• Interest in business development, networking, and cultivating long-term client partnerships.
• 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

• FINRA Series 65 license, Series 6, or Series 7, Life & Health insurance licenses 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.
• Serve as a trusted point of contact for clients while developing relationship management and advisory skills.
• Maintain documentation and compliance standards consistent with fiduciary wealth management practices while supporting the client advisory process.
• 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.
• Participate in prospect meetings and new client onboarding conversations alongside Lead Advisors.
• Develop relationship management and business development skills through direct client and prospect interaction.
• Assist in identifying opportunities to deepen existing client relationships and expand services provided to clients and their families.
• Support networking, referral, and community engagement initiatives that contribute to firm growth.
• Build the technical, planning, and relationship management skills necessary to progress toward a Lead Wealth Advisor role.
• Demonstrate a commitment to developing a personal business development strategy and advisory practice over time.

Benefits

• Medical insurance
• Dental insurance
• 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: Entry Level