Senior Investment Consultant

Hightower•Chicago, IL

7d•$100,000 - $110,000•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 promote adoption of the firm’s investment solutions. The role applies Hightower’s investment views, research, and model capabilities to help advisors deliver clear, confident, and compliant investment guidance to clients. Investment Consultants collaborate with advisory practices, research, proposal support, and execution teams, connecting firm-level investment strategy with client conversations and sharing advisor feedback to improve platforms, tools, and the consulting experience. The consultant supports portfolio construction, asset allocation, risk positioning, manager selection, portfolio diagnostics, and advisor and client discussions. The role also develops investment materials and analytics, supports implementation and asset growth, coordinates execution, and maintains alignment with firm-approved guidance and investment frameworks.

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 simple, 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 65/66 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 or CFA/CFP preferred.
Series 65/66 preferred.

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 highlighting client benefits.
Turn 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.
Own 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 maintain consistent field messaging and follow ICS frameworks.
Stay aligned 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.
In-office Monday through Thursday and work from home on Friday.
Free 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 discretionary bonus; exact base salary depends on experience.