Senior Investment Consultant

Hightower Advisors • Chicago, IL

6d • Hybrid

About The Position

The Senior Investment Consultant is a field-facing professional who partners directly with advisors to provide investment guidance, strengthen portfolio recommendations, and encourage adoption of Hightower’s investment solutions. The role translates the firm’s investment views, research, and model capabilities into clear, consistent, and compliant guidance for advisors and their clients. It works closely with advisory practices, research, proposal support, execution teams, and investment leadership, while sharing advisor feedback to improve platforms, tools, and the investment consulting experience.

The position supports advisors with portfolio construction, asset allocation, risk positioning, manager selection, portfolio diagnostics, and client discussions. It also helps advisors prepare for client meetings, supports movement of assets onto firm platforms, and develops advisor-ready materials, proposals, model comparisons, and portfolio analytics. The consultant coordinates recommendations through execution and ensures messaging aligns with firm-approved language and portfolio standards.

The role is based in the Chicago office, with in-office work Monday through Thursday and work from home on Friday. Travel of up to 25% is required. Hightower offers a base salary of $100,000–$110,000 plus a discretionary bonus; the exact base salary depends on experience.

Requirements

• 3–7 years of experience in wealth management, investments, or portfolio advisory roles.
• Strong understanding of portfolio construction, asset allocation, financial markets, and investment products.
• Ability to translate complex investment concepts into clear, advisor-ready guidance.
• Strong communication and relationship-building skills, with the ability to influence advisors and support client conversations.
• Ability to manage multiple advisor relationships in a fast-paced, field-driven environment.
• Series 65 or Series 66 preferred, or must be obtained shortly after hire.
• Bachelor’s degree required.
• Ability to travel up to 25%.
• Must be a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization, and must not require sponsorship now or in the future.

Nice To Haves

• Advanced degree.
• CFA or CFP designation.
• Series 65 or Series 66 license.

Responsibilities

• Serve as a primary investment partner to advisors, advising on portfolio construction, asset allocation, risk positioning, and manager selection.
• Conduct portfolio diagnostics and identify opportunities to align portfolios with firm views and model frameworks.
• Support advisor and client discussions by explaining investment rationale, market context, and recommended actions.
• Help advisors prepare for client reviews and key meetings, ensuring investment messaging is clear and consistent.
• Support advisors in moving assets onto firm platforms by simplifying implementation and communicating client benefits.
• Convert consulting conversations into actionable, funded opportunities through proactive engagement and follow-through.
• Reinforce best practices for using firm models, tools, and workflows.
• Develop advisor-ready investment materials, proposals, model comparisons, and portfolio analytics.
• Coordinate with overlay, trading, and operations teams to support timely, accurate, and compliant execution.
• Maintain ownership throughout the recommendation-to-execution cycle to provide a seamless advisor experience.
• Ensure messaging aligns with firm-approved language and product guidance.
• Partner with research, wealth management, and proposal teams to align client-facing recommendations with firm portfolio construction standards.
• Coordinate with the Head of Investment Consultant Services to support consistent field messaging and adherence to ICS frameworks.
• Maintain alignment with Investment leadership on market outlook, platform updates, and investment priorities.
• Surface advisor feedback to help improve platforms, tools, and the investment consulting experience.

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.
• Mother’s lounge onsite.
• Flexible PTO plan.
• Work from home on Fridays.
• Free, brand-new gym in the Chicago office.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.
• Base salary of $100,000–$110,000 plus a discretionary bonus.

What This Job Offers

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