Senior Investment Consultant
About The Position
The Senior Investment Consultant is a field-facing professional who partners directly with advisors to provide high-quality investment guidance, strengthen portfolio recommendations, and promote consistent adoption of the firm’s investment solutions. The role brings Hightower’s investment views, research, and model capabilities to life, ensuring advisors can deliver clear, confident, and compliant investment guidance to clients. Investment Consultants work closely with advisory practices, research teams, proposal support, and execution teams, acting as a critical link between firm-level investment strategy and front-line client conversations. They also surface real-time advisor feedback to help improve platforms, tools, and the overall investment consulting 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.
- Proven ability to translate complex investment concepts into simple, advisor-ready guidance.
- Strong communication and relationship-building skills; able 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 obtain shortly after hire.
- Bachelor’s degree required.
- Ability to travel up to 25%.
Nice To Haves
- Advanced degree or CFA/CFP preferred.
Responsibilities
- Serve as a primary investment partner to advisors, providing guidance on portfolio construction, asset allocation, risk positioning, and manager selection.
- Conduct portfolio diagnostics and provide insights on opportunities to align portfolios with firm views and model frameworks.
- Support advisor and client discussions by articulating 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.
- Convert consulting conversations into actionable, funded opportunities through proactive engagement and follow-through.
- Reinforce best practices for using firm models, tools, and workflows to drive consistency and scale.
- Develop high-quality, advisor-ready investment materials, proposals, model comparisons, and portfolio analytics.
- Coordinate with overlay, trading, and operations teams to ensure timely, accurate, and compliant execution.
- Maintain ownership throughout the recommendation-to-execution cycle to ensure a seamless advisor experience.
- Ensure all 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 closely with the Head of Investment Consultant Services to ensure consistent field messaging and adherence to ICS frameworks.
- Maintain strong alignment with Investment leadership on market outlook, platform updates, and investment priorities.
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)
- Mother’s lounge onsite
- Flexible PTO plan
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
