Wealth Advisor - Hightower Signature Wealth

Hightower • San Ramon, CA

31d • $100,000 - $120,000 • Onsite

About The Position

Hightower Signature Wealth is seeking an experienced, relationship-focused Wealth Advisor who can communicate effectively, solve problems, and thrive in a fast-paced, evolving organization. The advisor will manage and develop client relationships, deliver personalized financial planning and investment guidance, and contribute to the growth of the advisory practice. This role reports to the Managing Director.

Requirements

• At least 5 years of experience as a licensed financial services professional.
• Bachelor's degree.
• Clean U4 compliance record.
• CFP® certification or ability to attain certification within 12 months.
• Strong professional communication and interpersonal skills.
• Ability to manage a book of clients and provide an excellent client experience.
• Ability to build relationships with personnel and clients and connect with clients to understand their motivations and priorities.
• Experience with financial planning concepts, delivering applicable advice, and partnering with clients to implement financial plans.
• Experience developing client relationships through client retention, increased wallet-share capture, and referrals.
• Excellent quantitative, verbal, and written communication skills, including the ability to present a concise investment thesis to audiences with varying levels of investment knowledge.
• Knowledge of personal tax, asset management, financial planning, insurance, estate planning, and retirement planning.
• Demonstrated analytical skills.
• Team-oriented approach to supporting a growing advisory practice.
• Experience with eMoney, Salesforce, and Tamarac.
• Securities representative license: Series 65 or 66.
• Successful background check and acceptance into the SAN (Schwab Advisor Network).
• U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization; must not require sponsorship now or in the future.

Responsibilities

• Maintain and expand existing client relationships.
• Lead a first-class onboarding experience for new client relationships.
• Develop and implement customized financial plans.
• Conduct in-person portfolio and financial planning reviews.
• Prepare investment proposals.
• Collaborate with referral partners.
• Support business development efforts.
• Follow and maintain knowledge of regulatory requirements.

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.
• PTO plan.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

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